Important Note
- The license for the third-party software's Application Programming Interface (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 | Asset Essentials |
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Request Categories | Work Categories |
Requests | Work Orders |
Request Images | Work Order Attachments |
Operations Implemented by the SeeClickFix Integration with Asset Essentials
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Sync Request Categories
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The integration can optionally sync the list of SeeClickFix request categories with Asset Essentials work categories.
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Request categories are grouped into one or more customer-defined service areas.
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This operation runs nightly but is also available on-demand using SeeClickFix 311 CRM agency settings).
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Send Requests
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The integration will submit SeeClickFix requests to Asset Essentials as work orders.
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Data mapping:
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The destination fields include any standard work order fields, as well as custom fields.
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The source fields include any standard SeeClickFix request fields, as well as any user-submitted answers to questions configured by the customer.
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Check Request Status
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The integration will fetch the work order from Asset Essentials, in order to take the following actions:
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The integration will close the SeeClickFix request with a customer-defined message when the Asset Essentials work order status is Solved (or any terminal status type).
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The integration will comment on the SeeClickFix request with a customer-defined message when the Asset Essentials work order status is Updated (or any non-terminal status type).
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This operation runs hourly but is also available on-demand (using the SeeClickFix CRM request page).
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Send Attachments
- Images attached to a SeeClickFix request will be sent to the work order as file attachments.
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Import Attachments
- SeeClickFix will fetch attachments from the Asset Essentials incident, and will only import those not marked private.
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