How to integrate and use Sprinklr with Zuper?

The Zuper-Sprinklr integration streamlines the work order creation process, making it effortless for field service businesses.

This two-way integration seamlessly syncs Zuper's job notes with Sprinklr's case notes, providing a two-way flow of information. With Zuper, you can easily assign field technicians and track their progress in real-time through an interactive map.

The three major sections we are going to discuss here are:

A. How to connect Sprinklr with Zuper? 

B. How does Zuper – Sprinklr Integration work?

C. How to uninstall Sprinklr from Zuper? 

A. How to connect your Sprinklr with Zuper? 

1. Open a new tab in your browser once you are logged in to your Zuper Account.

Click on your Profile Picture in the top right corner of the screen and select the “App Store.”

2. Under the “Browse by Category,” select the “CRM” option and choose “Sprinklr.”

3. Click on the “Install Sprinklr” button.

Note: With Zuper and Sprinklr tabs open, you can switch between the tabs for integration. Switch to the Zuper tab on your browser and log in to your Zuper account.

4. Update Zuper Settings by configuring the following fields:

 a. Zuper API Key (Mandatory Field) – Enter the Zuper API key.(Click here: How to generate Zuper API Key).

 b. Sync Sprinklr Case Notes (Mandatory Field) – You can either choose “Yes” or “No” to push the case notes from your Sprinklr account to Zuper.

 c. Sync Zuper Job Notes (Mandatory Field) – You can either choose “Yes” or “No” to push the job notes from your Zuper account to Sprinklr.

 

Select the “Update” button to connect Sprinklr app with Zuper. 

Note: You need to provide a “Due Date” or “Scheduled Date” to create a work order in Sprinklr. 

B. How does Zuper – Sprinklr Integration work?

1. Log in to your Sprinklr account and create a work order from the Zuper widget present inside Sprinklr.

Based on the configuration done, the notes or messages displayed in Sprinklr get synced with Zuper or vice versa.

You can use the “Create Job” button to create a new work order. 

2. The “Job Details” are pre-filled based on the Sprinklr Case by selecting the “Create Job” button. (Multiple Jobs can be created against a single Sprinklr Case).

3. The details are pre-filled as follows:

Fields Equivalent Table

Note: You can associate a Job with a different customer by choosing the preferred customer from the list.

Once you choose the “Job Category,” then the “Assisted Scheduling” feature gets enabled, and you can select either “Slot View” or a “Resource View” to assign a technician for a Job. 

Choose “Use this Schedule” to assign a field technician.

Note: The customer details sync flow from Sprinklr to Zuper and not from Zuper to Sprinklr.

6. From the Sprinklr tab, the new job is created successfully.

7. Now, switch the tab in your browser and view the work order in Zuper. You can now add notes in Zuper, which will get synced in Sprinklr.

Note:

In Sprinklr – Notes added via Zuper are shown as:

 When fetched from Zuper, they will be displayed as “Notes.” in Sprinklr

When fetched from Sprinklr, they will be displayed as Added from Sprinkler [With Reference Number] in Zuper. 

7. Switch to the Sprinklr tab. The following conditions must be met to track the technician’s live location.

a. The Job needs to be scheduled.

b. Field technician must punch in from his Zuper Mobile app for the day.

C. The job status should be “On my way.”

You can view the technician’s distance and estimated travel time from the Jobs modules under Maps using “Track Technician” button.

C. How to Uninstall Sprinklr from Zuper? 

1. Open a new tab in your browser once you are logged in to your Zuper Account.

Click on your Profile Picture in the top right corner of the screen and select the “App Store.”

2. Under the “Browse by Category,” select the “CRM” option and choose “Sprinklr.”

3. Click on the “Uninstall App” button.

4. The Sprinklr app is uninstalled successfully.

With Zuper, orders for Sprinklr cases are created automatically. This integration and the seamless two-way sync provide technicians with all the necessary information they need to get the job done right. The live tracking feature allows businesses to keep track of real-time technician location.

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