Configure PSA Ticketing

Cork

  1. 1. Click on Admin

    Click on Admin
  2. 2. Click on Ticketing

    Click on Ticketing
  3. 3. Click on Configure Ticketing

    Click on Configure Ticketing
  4. 4. Select your desired PSA integration

    Select your desired PSA integration
  5. 5. Select your desired ticket grouping

    Select your desired ticket grouping
  6. 6. Select your desired list of clients to configure ticketing for

    Select your desired list of clients to configure ticketing for
  7. 7. If you only wish to select a subset of clients, select which clients you'd like to configure

    If you only wish to select a subset of clients, select which clients you'd like to configure
  8. 8. Select other required fields

    At minimum, each vendor will require the open/closed ticket status. Some vendors require more fields when creating/updating tickets.

    Select other required fields
  9. 9. Click on Configure

    Click on Configure
  10. 10. Click on Connect

    Click on Connect