Discussions

Ask a Question
ANSWERED

Power BI: View as much data as possible

What is the best way to get as much as possible data in power bi from our service m8 account? We have multiple franchises that use the program, but how do I go about accessing all the data to deliver proper in depth statistics?

Retrieving an attachment via the API

I can see attachment name and filetype - but no way to retrieve the attachment itself... Ironically getting badges PNG files was easy! See below - how to get the same for the attachments?? https://servicem8-nvc.s3.us-west-1.amazonaws.com/servicem8_ec2280/custom-badge-images/badge_7eaab77a-5b29-4e7e-8113-3329696a072b.png?X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Security-Token=FQoDYXdzEPf%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEaDN0rtl1Z%2FSARF3olUyK3AxZlhr4pBqtgPeoVrqCv9QQg%2FdawFmbTj3f89o%2BVPoh2wZJXxD%2Ffz5HrpqnzzFVvpHAQ%2B69GZ%2F0r12A%2BlUNKJh%2BkiiefqC6drvQzuvfz3D9AsxMuPCM%2F5oe%2FpbtKjrNPG8hQQO%2FOMwknkyVehbJRKMMeuIeMoOXYN58DaBgAAugZamLoLOhbkNzVL4NKugdZhIjsNRbiGkO10i%2FIO4oeIxZjYAsQgDb3WzJypbAtWhMyhqRbQ4e1yTlK%2FkmCVynmSGnsY8gfkQrq76nZjeyTfmMks9Sx4%2BEfZ3lEWQCC6mNci1sOO%2BofRbb%2FC3C2SPCwEKuycpvmf1sAAeR1oAmv9EKIC9rG3SjLZICAvCSaHap8yvTHR6H4%2BhfcVDUdzcyVnkLsibecLUG%2FtERlx%2BCXlldo4dmy%2BCOcyde9yYZ8ohBoDKR4b7Xww5c8UIWp89N5clcXB%2BzlyAIA66%2F%2B652t3Mx2TJJfsTDSOmPHjCI%2FJB9RtMcQlTDkps24y%2BD5Sg2ERSsl6kITyIVK902%2Fj7gbeD%2FqobIPGW40cD2Y0Y9k8%2FZIw%2FYbkViSjVJPSquKpGOcA0EnZuFdnHYow%2Bm01gU%3D&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=ASIAISH2T5TC3V2Y7I3A%2F20180410%2Fus-west-1%2Fs3%2Faws4_request&X-Amz-Date=20180410T225154Z&X-Amz-SignedHeaders=host&X-Amz-Expires=86400&X-Amz-Signature=d094813e825837705a176245c1d6c22a75a6c0fb4ce097c162da30d2a58bc086

Creating a new client and contact

I am in the process of planning an integration between ServiceM8 and a popular form system. I just want to do a simple process of creating a new contact in ServiceM8 but it seems like the process of doing this is cumbersome and perhaps prone to issues. So it's my understanding to create a contact using the API you must first create a client as your API call to create a contact must have a company uuid. So step 1: create the client, step 2 create the contact. But the problem is that when creating a client there's no response reporting the created clients uuid. So therefore you need to make 3 API calls?!?! So step 1: create a client, step 2: list all clients and do a lookup between the original company name and the company names provided in the API call, step 3: add the new contact to the client. As I mentioned this process seems cumbersome, ideally you could just make 1 call to create a client and contact, or at worst on the first call it provides a response with the companies uuid. If I make these 3 API calls is the system fast enough to generate this newly created data in the later API calls? Is there a better way of doing this? Thanks for your help,
ANSWERED

Forms questions export in a readable format

Hi, We need to create quite a number of forms and were wondering if we can have a readable export of the questions on a form? It would greatly optimize the creation of forms by copy pasting etc in a normal text editor. Can be in a Json format no problem. Would such a thing exist?

Creating an Attachment

Can you please provide me with example data to *create* an attachment on a job in ServiceM8? https://developer.servicem8.com/reference#post-attachment-create

Integrating Your Own Booking Forms

Can you develop your own booking forms and then integrate with ServiceM8? Would this be through the REST API or you'd create an ADD-ON? Any advanced info would be really helpful. Kind Regards, Phillip Blake

Access custom fields API

I can happily read and write using the standard ServiceM8 API but when I try to simply list all custom fields using the API (https://api.servicem8.com/custom_fields_1.0), I am told I am not authorised.

How do I find UUID's equivalent values

Is there a way to retrieve the equivalent value of UUID's of badges, companies, categories, and job queues? I already found the equivalent values of staff users manually as they aren't too many. I am working on excel reports and want to show the original values instead of the UUID's.
ANSWERED

ServiceM8 CRM

We are looking to use ServiceM8 for a business we have taken over. We are out on the road servicing systems every 2 years to mostly home owners. We have a database of approx 6500 on a very old CRM and want to know is there is any bolt on CRM developed that would integrate with ServiceM8 so all our data is in one place. We don't want to spend lots of money developing one just want one out of the box. All CRM needs to do is have all contact details, flag a service type each year and ability to have notes. Ideally ability to export in the 6500 customer contact details we can provide in CSV. Anything out there or am I dreaming

Bulk import of thousands of jobs

Hi team, We're a consultancy with 1000's of recurring jobs (mainly quarterly and annual), we're aware you can't bulk upload jobs at the moment but that will cause is considerable pain manually adding each recurring job. Support asked if I could pose the question here if it's possible, given the correct format, that we could provide a csv of all the jobs which could then be injected one time into the system?