Introduction

MSP Process has an in-depth integration with FreshService; this KB article will walk you through how to set everything up.

Creating an API Key in FreshService

1. Login to your FreshService UI (i.e. https://<MyMSP>.freshservice.com)
2. In the top right-hand corner of the UI, click on your User Profile, and open the Profile Settings menu
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3. On the right-hand side of the UI, interact with the Captcha to expose your API Key
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4. Copy your API key - you'll need it for the next step

Configuring FreshService Integration in MSP Process

1. Login to MSP Process (https://app.mspprocess.com) with an Admin-level account
2. Navigate to the Integrations -> PSA Integrations page
3. Click on the Add new PSA button
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4. Choose FreshService
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5. Enter the URL of your FreshService instance, and the API key. Enable the "Store Contacts in MSP Process" option as well; this will ensure that the Contacts page in MSP Process loads quickly.
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6. Click the Submit button
7. Fill in the Ticket Default settings - this controls the properties of tickets that MSP Process will create in FreshService
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8. Click the Submit button

Sending Contact Update Forms to FreshService Contacts

1. Open the Contacts page in MSP Process
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2. Put a checkmark beside each Contact to which you wish to send a Contact Update Form
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3. Click the Send Contact Update Form button
4. Review the information; click Submit when ready
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