Knowledge Base
SuperOps AI Integration SuperOps.ai
Introduction:
Configuring the integration between MSP Process and SuperOps is quick and easy, and consists of just a few steps:
- Creating a custom field in SuperOps to store your client's mobile/cell numbers
- Creating an API token in SuperOps
- Configuring the SuperOps integration module in MSP Process
- Configuring Ticket Defaults in MSP Process
Step 1: Creating a custom field in SuperOps to store your client's mobile/cell numbers
First lets configure a custom field in SuperOps that will store your customer's mobile/cell number. MSP Process will use that field when you verify your users via SMS.
- Login to SuperOps
- Navigate to Settings -> Advanced Configuration -> Manage Fields
- Click on the Requesters tab
- Click the Create button, and choose the Short Text data type
- Enter a name for the field; MSP Process will recognize any of the following names (case insensitive):
- mobile phone
- mobile number
- cell phone
- cell number
- cell
- mobile
- Now that you've created the custom field, you'll need to populate it for each of the Requester users that you have in SuperOps. To do this, navigate to Client Management -> Clients, and click on Clients -> Requesters from the left-hand nav bar. From this screen you'll be able to edit each Requester and populate the custom field accordingly.
Step 2: Creating an API token in SuperOps
Now lets generate an API token from SuperOps. In addition to the API token you will need the web address of your SuperOps site.
Generate the token and click the copy button next to the token.
Step 3: Configuring the SuperOps integration module in MSP Process
To setup SuperOps AI Integration in MSP Process go to Integrations -> PSA Integrations and click on Add PSA.
Select SuperOps from the list of Integrations:
Input your web address you gathered from SuperOps URL and your API key as shown below:
Step 4: Configuring Ticket Defaults in MSP Process
The last step is to configure your ticket defaults based on your SuperOps settings:
Once you have setup your PSA and ticketing defaults you can now use End User Verification and other components of the integration. For end user verification follow the instructions below:
Verifying End Users within MSP Process Portal