Connecting to Smileback

Randall Berg -

UsingSmileBack to track your company satisfaction scores?  Awesome, we now have a connection to their API as a featured integration within BrightGauge so you can create dashboards and report.  Here's a quick document to help you get setup with BrightGauge and SmileBack. 

Step 1 - Log in to your BrightGauge Account  

If you haven’t created an account yet, go here to get started.

 

Once logged in, to get started: 

  • New Accounts

On first login, from the account Overview page, click on the "Add a Datasource" button:

Or, from the first "Welcome to BrightGauge" dashboard page, click on the "Connect a Datasource":

 

  • Existing Accounts

From the account Overview page (to access click on the BrightGauge logo on the top left hand corner), click on the green "+" towards the bottom right of the page (next to the list of your exiting datasources):

 

Or, click on "Data" menu on the the top righthand corner of the screen, and select "Datasources" from the drop down menu:

 

Now click on “Add a New Datasource” and then click on the "SmileBack" icon:

kaseya_bms_datasource.png 

 Step 2 - Authorize SmileBack in BrightGauge

You now need to authorize BrightGauge to get data fromSmileBack.  Please make sure you are using an account with Account Administrator privileges as anything else won't work.

  1. Click on the green Authorize in SmileBack button

Screen_Shot_2017-08-22_at_12.00.13.png

  1. A popup will appear asking you to login to SmileBack.  If already logged in, proceed to next step

Screen_Shot_on_2017-08-22_at_11-58-02__1_.png

  1. Once logged in, SmileBack will ask you to authorize BrightGauge to pull data. Click on the button that says "Yes, authorize BrightGauge"

Screen_Shot_2017-08-22_at_12.00.01.png

 

 Step 3 - Configure the SmileBack datasource in BrightGauge

Now you'll return to BrightGauge. Name the datasource whatever you want. It will default to SmileBack

Screen_Shot_on_2017-08-22_at_11-55-38.png

 

Step 4 - Test Connection

Once you've filled out all of the fields, make sure to test the connection.  If successful, save the connection.

Please note, a common issue we have seen clients experience is with the "AutoFill" feature in web browsers inputting the wrong the credentials for the database user field. When a test connection is successful, the page is refreshed and the autofill takes effect automatically without the user realizing. The user then selects save, accidentally saving the autofilled credentials which are incorrect. A way to prevent this issue is to open a private browsing window (or incognito window) to fill out the datasource configuration page, or simply retyping the credentials after the test connection and clicking "Save".

Once you’ve saved the connection then the datasets and gauges will be added to your account and they will start syncing immediately.  Initial syncs usually take 20-30 minutes.

 

 Signup for one of our weekly training sessions here to get more familiar with the product as well as check out our support forums at support.brightgauge.com

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