Adding LoyaltyLoop Widgets and Ticket Insights to Autotask

Adding LoyaltyLoop Widgets and Ticket Insights to Autotask

If you are using LoyaltyLoop with Autotask, follow these steps to add LoyaltyLoop Dashboard Tabs and LoyaltyLoop Ticket Insights to Autotask.  These instructions can be found on our website here. 

Enable Widgets and Insights in LoyaltyLoop: 

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NOTE: The credentials needed for this step are the same API user credentials that were used when setting up your Autotask inbound data integration.  If you have not created API user credentials for the LoyaltyLoop integrations yet, you can follow these instructions to add a new API user in Autotask. 

Sign in to LoyaltyLoop as an Admin User. Click your username in the upper right corner, then Settings, then Integrations under the Data Management section for the Location in question.   If you have more than one location in the 'Location Settings' in LoyaltyLoop, first click on the location, then Integrations.

Notes
TIP: You only need to set up the Dashboard widget and Ticket Insights for one of your LoyaltyLoop locations to have it display in Autotask.

Find the section titled "Outbound Integrations", click the plus (+) icon to add an integration. Choose "Autotask Widget", enter your Autotask API username and password, then click Save Changes. Click the plus (+) icon again, and choose "Autotask Insight". Enter your Autotask API username and password, then click Save Changes. If you are connected to the Autotask inbound data integration, these are the same API user credentials that were used. 


Enable Widgets and Insights In Autotask:

From the Admin Menu, select 'Extensions & Integrations'.  Then, from the 'Other Extensions & Tools' tab select 'Integration Center'


Click the burger menu next to LoyaltyLoop and select 'Edit'


Now select 'Active' and continue to scroll to the bottom of the menu.


At the bottom of the menu,  enable Integration Vendor Widgets and both Vendor Insights.  Once complete, Save & Close.


Dashboard Widget Setup:

With the Widgets Enabled, from the Dashboards dropdown menu, select 'Manage Shared Tabs'


Select the '+ New Tab' button.


Name your Tab and then Save.


Select the '+ Add Widget' Button.


Select the 'Choose an integration vendor widget from the widget library' option and then click next.


From the Integration Vendor drop down menu, select LoyaltyLoop.  This will select the LoyaltyLoop Dashboard Widget.  Click 'Next'.


Select the full screen option for the default Layout/Size.


Your LoyaltyLoop Dashboard is now configured!


Ticket Insights Setup:

With the Vendor Insights enabled, from the Home menu, select Admin.


From the 'Features & Settings' menu, open the 'Service Desk (Tickets)' submenu and select 'Ticket Categories'.


Click the burger menu next to the appropriate Ticket Category.  Then select 'Edit'.


Click the Insights Menu and find the selection labeled LoyaltyLoop.  If LoyaltyLoop is not a 'Visible Insight', drag and drop LoyaltyLoop into the Visible Insights by clicking and holding the drag and drop icons to the left of the table.


With LoyaltyLoop Ticket Insight listed as a Visible Insight, click 'Save & Close'.  Repeat these steps as necessary for other relevant ticket categories.


You have now setup your LoyaltyLoop Ticket Insights!





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