d7x and RepairShopr Integration

d7x can send reports to RepairShopr by using any available email reports functionality throughout d7x, such as:

• Reports tab > Email Reports button
• End 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
• 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.
• Contrary to some older instructions, RepairShopr may no longer require “d7 Reports” in the subject, but I have been told by a customer that he successfully uses “%name% / #%num% d7II Reports” in the subject of the email (where %name% = client name and %num% = ticket number, which can be recognized by RepairShopr.)  You may need to do some testing on this.

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!)
  • d7/d7II/dSS Troubleshooting
  • How does the d7 integration work
• 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.

IMPORTANT:

• RepairShopr has at some point blocked the receiving of HTML attachments for “security” purposes, therefore the Info Report.HTML is doubled as a PDF, but PDF doesn’t work in RepairShopr to generate any information automatically.
• I’m told by a RepairShopr customer that you can contact them and have them enable HTML attachments for your account, at your “risk”, and this will allow everything to work properly.
• The payoff for achieving is this:  From the computer report – an asset is created and assigned to the customer – therefore you can look at the machines the organization or customer has without finding the ticket then looking up an attachment.