How to integrate SAS Flex with Pivotal Tracker
SAS offers a number of call center integrations that are designed to make your life easier. Pivotal Tracker is an online project planning tool that tracks projects ("stories") as they move through your workflow. If your business uses this software, integrating your account with the Pivotal Tracker app in the portal will automatically push data from your calls into your ticketing system. This eliminates the need for you to do double the work, converting messages into Pivotal Tracker cases.
In this article we'll discuss:
Connect Pivotal Tracker with Your SAS Flex Account
Setting Contact Data Parameters
Pivotal Tracker Custom Mappings (Optional)
Once the data section is complete, you can map your call data directly to specific Pivotal Tracker fields by adding Custom mappings.
Collector will allow you to use specific SAS script variables to populate Pivotal Tracker's support ticket fields. If you select Collector, use the dropdown in the second column to select a script variable.
Text gives you the option to type your own data rather than using SAS variables. If you select Text, the second column will be a blank box where you can type specific information.
The Object drop down gives you one option: Story. The Object determines which default fields will be available.
The Type drop down gives you one option: Standard. Selecting Standard will bring up the default fields for the Story Object.
The Mapping drop down will display the Standard fields within your Pivotal Tracker setup.
Integrate Pivotal Tracker into Your Script
When all of your integration settings are complete, contact SAS at email@example.com to add the integration into the appropriate block in your SAS script, or follow these instructions to integrate the app yourself.