Important Notes
The license for the third-party software's API utilized for this integration may require additional cost from that vendor. Please confirm your organization's API access and license with your third-party vendor.
Brightly Software is formerly known as Dude Solutions.
Requirements
Brightly Software Asset Essentials Connector Tool
Features
The following is a reference of corresponding concepts between the two systems:
SeeClickFix 311 CRM | Asset Essentials |
|---|---|
Request Categories | Work Categories |
Requests | Work Orders |
Request Images | Work Order Attachments |
Operations Implemented by the SeeClickFix Integration with Asset Essentials
Sync Request Categories
The integration can optionally sync the list of SeeClickFix 311 CRM request categories with Asset Essentials work categories.
Request categories are grouped into one or more customer-defined service areas.
This operation runs nightly but is also available on-demand using SeeClickFix 311 CRM agency settings).
Send Requests
The integration will submit SeeClickFix 311 CRM requests to Asset Essentials as work orders.
Data mapping:
The destination fields include any standard work order fields, as well as custom fields.
The source fields include any standard SeeClickFix 311 CRM request fields, as well as any user-submitted answers to questions configured by the customer.
Check Request Status
The integration will fetch the work order from Asset Essentials, in order to take the following actions:
The integration will close the SeeClickFix 311 CRM request with a customer-defined message when the Asset Essentials work order status is Solved (or any terminal status type).
The integration will comment on the SeeClickFix 311 CRM request with a customer-defined message when the Asset Essentials work order status is Updated (or any non-terminal status type).
This operation runs hourly but is also available on-demand (using the SeeClickFix 311 CRM request page).
Send Attachments
Images attached to a SeeClickFix 311 CRM request will be sent to the work order as file attachments.
Import Attachments
SeeClickFix 311 CRM will fetch attachments from the Asset Essentials incident, and will only import those not marked private.