How to link the Helpdesk Ticketing System with the CRM?

Here is how you connect Jitbit Helpdesk with Jitbit CRM two applications.

In the HelpDesk window:

1. On the Administration tab, click General settings.
2. Scroll the page down until Authentication settings.
3. Copy your Shared secret for remote authentication value to the Clipboard and then open your CRM in a new tab or window.

In the CRM window:

1. On the Admin tab, click General settings and then scroll down all the way to the bottom.
2. Paste the copied shared key to Jitbit Helpdesk shared key.
3. Enter the Jitbit Helpdesk root URL value in the field above, e.g. "https ://yourhelpdesk.jitbit.com/helpdesk/"
4. Scroll the page up untli Various settings and then copy the Shared secret for remote authentication value to the Clipboard.
5. Click the Save changes button at the bottom and close the CRM tab.

Back in the HelpDesk window (you have left it open, right? :) )

1. On the Administration tab, click Integration and then click JitBit CRM.

1. Paste the copied shared key to CRM shared secret.
2. Enter the Jitbit CRM root URL.
3. Click the Save changes button at the bottom.

Now your two applications are "connected", and soon you will be able to view the companies submitting the tickets in the CRM and, vice versa, tickets submitted by the companies in the HelpDesk.

The last thing you need to take care of is to match the companies in one application with those in the other:

1. On the Administration ยป Users and their companies page, click Companies...
2. On the page that appears, match each company in HD with its alias in CRM.

Note: For the purposes of this integration, you must clear the Security: show companies/contacts/projects to subscribers and assigned-users only option on the Admin > General settings page.

That's it.
Jitbit Helpdesk ticketing system is our flagship product. Its a great helpdesk software app offered both as a hosted and "on-premise" versions.