Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Version History

Version 1 Next »

Obtaining the Signature Integration Key

The Signature Integration Key is found in Signature Agent Configuration in the Edit Company Connection on the Access tab. Customer Success Manager will work with you to get the Signature Agent Configuration installation scheduled.

  1. In Signature Agent Configuration, choose the company database and then choose Properties.
  2. In the Edit Company Connection window, choose the Access tab.
  3. Choose Show and copy the API key.
  4. In ESMS, paste the key in the Integration Key field.

Setting up the Integration

  1. Log into ESMS.
  2. In Admin, choose the Integrations icon from the navigation pane.
  3. Choose MANAGE to the right of the application to be integrated.
  4. Choose CONFIGURE INTEGRATION.

  5. Complete the field(s).

    The Integration Name is primarily for your use. Only the Client ID, Secret, and/or Keys are unique identifiers specific for your organization.

  6. Choose CONFIGURE. 
    The app drawer located at the top left updates to include the newly-integrated applications.


Verifying Signature Agent Entity Triggers

This integration requires that the following entities in Signature Agent to be turned on. This allows for information to communicate properly between ESMS and Signature. With these triggers set to "on", when a customer is updated in Signature, they will be automatically added into ESMS, although the equipment type will be set to OTHER in ESMS.

  • Appointment
  • Equipment
  • GP Customer
  • Location
  • Service Call
  • Service Option
  • Technician

To verify the triggers are turned on:

  1. Log into Signature Agent Configuration.
  2. Choose the CDC Configuration tab.
  3. Expand the database and then choose the company.
  4. Choose the entity trigger and then choose Start.

  • No labels