RepairShopr/SyncroMSP

[arnoud]

IMPORTANT NOTE: No changes have been made yet in RepairShopr/SyncroMSP to support this interface and some steps need to be done manually at this moment. If sufficient interest is shown in the interface, they may automate some of these steps (e.g. 1, 2 and 5b2).

By specifying the RepairShopr or SyncroMSP ticket number as a reference code for a scan, by default:

1. The computer specs are stored as an asset (so that you don't need to enter this data manually);
   
2. The scans are logged as Computer reports (so you can track the status of the computer from check-in to check-out);
   
3. Any changes to the computer specs are logged as internal ticket comments (so you can see what has been changed between scans).
   

Please watch the partner video first (needs to be updated to reflect the new Notifications user interface in release 2.8).

Requirements:

1. In your RepairShopr/SyncroMSP account, add the (non-required text) fields listed below to the Computer asset type (Admin > Asset Custom Fields > Computer > Manage Fields). Use the exact field names (respect their case) en reorder them in any way you want. We recommend setting the existing 'Make' field as the second field (the first 3 fields are shown directly in the ticket) and moving the unsupported 'Service Tag' and 'Model' fields to the bottom (may be deleted at a later stage). You may omit any field that you are not interested in, except for 'Serial':
   • Serial
     
   • OS
     
   • CPU
     
   • RAM
     
   • Video
     
   • Disks
     
   • Board
     
   • BIOS
     
   • Installed
     
   • Licenses
     
   • IP
     
2. Create an API key (Admin > API Tokens > New Token > Custom Permissions) named 'ScanCircle' without expiration with the permissions listed below, click 'Create API Token' and copy the API token created:
   • Assets - List/Search
     
   • Assets - Edit
     
   • Assets - Create
     
   • Tickets - List/Search
     
   • Tickets - View Details
     
   • Tickets - Edit
     
   • Ticket Comments - New
     
3. In your ScanCircle partner environment, select the Notifications tab. Add the destination "RepairShopr" or "SyncroMSP" and fill in the required fields ("Subdomain" and "API Key"). Optionally change the other fields and the advanced settings, but the defaults usually suffice. For all fields, a description is shown at the righthand site.  Click "Check" to check the connection and then click "OK". Optionally add alternative destinations (e.g. for other categories) and make sure to finish with an "Email" address to which unhandled scan notifications and referral notifications will be sent. Finally click "Save";
   
4. Generate the scan widget in your ScanCircle partner environment (on the "Scan widget" tab) and copy the generated HTML code or shortcode to your website:
   
   1. Specify the name of a URL parameter (e.g. "ticketno") if you want to set the ticket number in a link, e.g. https://domain.com/scan?ticketno=12345;
      
   2. Specify an input field label (e.g. "Ticket number") if you want the end-user to see/change/enter the ticket number;
      
   3. Optionally specify a category (e.g. "ticket") if you want this widget to only handle RepairShopr/SyncroMSP reference codes (those containing the text "ticket:"). Make sure you specify the same category in the "Notifications" setting. You do not need to specify this if you use a single scan widget and want to allow other reference codes (e.g. email address or phone number) which do not match any ticket number (as failed matches will be forwarded to the next notification option as standard);
      
5. Day-to-day use:
   
   1. Create a new ticket in RepairShopr/SyncroMSP by filling in the required fields:
      • You can optionally go to 'ADD ASSET' to add an existing computer asset to the ticket (select it under 'Search existing assets' and click 'Add') or click 'Create New Asset', select the 'Computer' asset type and click 'Create' without filling in any of the fields to create an empty asset;
        
      • You may add multiple (empty) computer assets if the ticket involves multiple computers;
        
      • Click 'Create Ticket';
        
   2. Then perform a ScanCircle scan on the computer and enter the new ticket number as reference code (this will set the specs and log the initial state of the computer):
      
      1. If nomatch=one (default) and the customer does not have any (empty) computer assets at all or if nomatch=any and there is no match on serial number, then a new computer asset will be created and linked to the customer;
         
      2. You can link that asset to the ticket by editing the ticket and under 'Relevant Assets', click 'Add existing', select/search the asset and click 'Add';
         
   3. Now print a claim ticket for the customer and start fixing the computer;
      
   4. Before you check out the computer, always perform a last scan with the ticket number as reference code (logs the end state) and optionally print the ScanCircle before-and-after report for the customer;
      
   5. You may allow the customer to periodically scan its computer using the ticket number (tip: send them a link containing the ticket number);
      
   6. If you want to update the computer specs manually, use the default changes setting (log), then update the specs based on the changes in the internal comments and optionally remove the internal comments;
      
   7. Note: only the first digits of the reference code (excluding any category) are used to find a match, so you may add additional information (e.g. '123 client A' will match 123).
      

Notes:

1. This plugin is as standard provided and maintained by ScanCircle. You do no need to install anything yourself;
   
2. The standard RepairShopr/SyncroMSP 'Asset Serial Number' is not used because it must be unique and computer serial numbers unfortunately aren't;
   
3. The RepairShopr/SyncroMSP Computer Asset field 'Service Tag' is not used because the general term is 'Serial Number'.
   

If you want to use this plugin, please subscribe to this discussion using the option in the lower left corner of this page so that you will be notified of any updates automatically.

[14468]

Arnoud,

I'm in the process of moving from PCRT to RepairShopr. Can I add a second https://scancircle.com/plugins/repairsho...TERNATIVES separated by a comma to send the results to both systems till I make the switch over completely to RS?

Chuck

[arnoud]

Yes you can, but separate them by a vertical bar (|) and make sure the RepairShopr ticket number does not match the PC RepairTracker PCID. If you cannot guarantee that, you could first redirect to RepairShopr and use e.g. &category=rs. In that case only scans with reference codes that start with rs: (e.g. rs:12345) will be send to RepairShopr.

[14468]

Thank you for this.

I have an error on RS side that I have taken up with them, AND the details are being sent to PCRT... Thank you Thank you!

[arnoud]

In RepairShopr/SyncroMSP, API tokens are now issued per interface each with its own privileges. From a security point of view this is a great improvement. I have been trying to get them to create "Prebuilt App Permissions" for ScanCircle, but they are constantly postponing. So for the moment, please assign custom permissions as described in step 2 above. Make sure you copy the generated API token when created, because you won't get to see the full API token later on.

[unitedpc]

I am having issues with the scan results not linking to an existing asset. I understand if the existing asset serial number field is blank, however even if it matches my scans create a new "Unmanaged Computer" instead of linking to the existing "Syncro Device", even when the serial numbers match.

I believe it has to do with the fact that the Syncro Device field for the serial number is "Serial" and the ScanCircle field is "Serial number". Could this be why they are not matching?

This is normally not an issue and I can just merge the assets, except now you cannot merge assets with SyncroBackup enabled, which causes a problem for some of my assets.

[arnoud]

The "Asset serial number" in Syncro (and RepairShopr) must be unique, but the serial numbers scanned by ScanCircle are not always unique, so we cannot use this field and therefore we use our own "Serial" field (not "Serial number"). The "Syncro device" probably uses another field and therefore there is no match (like you thought).

In addition, you would need to specify the "asset=" parameter, otherwise it only looks at the "Computer" asset type. But this is not much use if they use different fields for the serial number, except that it will by default avoid creating additional assets and only log the scan (can be changed using the "nomatch=" parameter).

I am not familiar with "SyncroBackup", so I cannot help you with this. But please contact me directly, so we can work out a solution.

[arnoud]

Updated for release 2.8: new Notifications user interface (video needs to be updated)