d7x and RepairShopr Integration
d7x can send reports to RepairShopr (www.repairshopr.com) by using any available email reports functionality throughout d7x, such as:
Reports tab > Manage/Send Reports > Email ReportsEnd Session tab(ensuring the Email Reports option is checked before using the End Session button.)
d7x Setup/Usage Notes:
- Do NOT zip the reports, they must be individual attachments.
- Make sure that the ‘FROM’ email address is NOT set to your inbound email alias in RepairShopr.
- You MUST generate an Info Report.html prior to sending!!! Ensure you generate the Info Report.html, which can be done:
- Automatically at session start:
Config > Session/Misc > Session Start Options > Automatically Generate Info Reports - Manually or as part of Auto Mode:
Audit/Diagnose/Testing tab > Generate Reports > Info Report
- Automatically at session start:
- d7x requires a ticket number to be assigned prior to the generation of the Info Report.html, which will include the number in a special section of code for RepairShopr to read. From this it determines if the ticket number matches one you have in your system, in which case it assigns the reports to that ticket, otherwise it creates a new ticket.
- Assign a number at session start via the session start prompt, enable here:
Config > Session/Misc > Session Start Options > Enable Session Start Prompt - Assign/modify one at any time by forcing the session start prompt during a session: Click the “
#/Name"label on the d7x System Info tab (near the top left) to invoke the prompt. - You must regenerate the Info Report.html after changing the ticket number, otherwise RepairShopr will not pick up on the new ticket number when you email the reports.
- Assign a number at session start via the session start prompt, enable here:
- Despite some older instructions, RepairShopr no longer requires “d7 Reports” in the subject.
RepairShopr Setup/Usage Notes:
- Related options under:
RepairShopr > Admin > Ticket Settings- Enable Ticket Assignment – I believe this must be enabled for incoming reports to be automatically attached to tickets.
- Create Tickets from Leads (if valid) – This should be enabled to create new tickets from incoming reports not containing an existing ticket number.
- Related RepairShopr links: (Note, as of Jan 2015 some information on these pages may be dated!)
- Admin > App Center > d7 & dSS or via https://YOUR_INBOUND_EMAIL_ALIAS.repairshopr.com/apps/d7_settings
- This appears to contain d7x related settings, but there are in fact no other settings related to d7x (or the original d7) within RepairShopr, as all of the functionality is automatic and pretty much doesn’t need additional configuration. The options on this page are actually for dSupportSuite integration settings in RepairShopr.