*This integration is supported for both SMB & Enterprise businesses.

Integrating BirdEye with Service Fusion
User Manual

Introduction

Integration Requirements

Triggers Supported

Information required from the Business

Service Locations (In case of a multi-location business)
Jobs Status (By default, the status will be Completed,Invoiced)
Estimates Status (By default, the status will Estimate Provided)

NOTE: The status is configurable as per business needs. In case status is not configured, the default status will be utilised.

Information from BirdEye dashboard

Enterprise ID for multi-location account and Business ID for all locations.
Business ID in the case of an SMB business

Integration Process

Business Integration Group

Create Integration Group (Curl Command)
Fetch information for all the triggers (Curl Command)
Find business integration group details (Curl Command)
Update Trigger Information (Curl Command)

Integration Mapping

Integration Mapping (Enterprise Businesses)
Integration Mapping (SMB Businesses)

Integration Process on BirdEye Dashboard

Introduction

Service Fusion is a field service management software used by field service companies to streamline operations, reduce employee effort, and manage payments. Service Fusion offers features such as billing and invoicing, electronic signature, service history tracking, scheduling and more. Integrating Service Fusion with BirdEye will automate the process of sending out review requests to customers on a daily basis.

Once the integration between Service Fusion and BirdEye is successful, BirdEye will pull customer information from Service Fusion once daily. BirdEye collects the first name, last name, email address and phone number of your customers and automatically sends them review requests based on the preferences set within the BirdEye dashboard.

Integration Requirements:

Triggers Supported

BirdEye allows you to fetch data from your CRM using a predefined trigger. Here are the supported triggers for Service Fusion:

Trigger Name	Trigger Description
Service Fusion Completed Estimates Trigger	This trigger is used to fetch customer data based on the completed estimates.
Service Fusion Completed Jobs Trigger	This trigger is used to fetch customer data based on the completed jobs.

Details required from the BirdEye dashboard

Enterprise ID for multi-location account and Business ID for all locations.
Business ID in case of an SMB Business.

Information from BirdEye Dashboard

For single location SMB account - Business ID
For multi-location account - Enterprise ID and Business IDs of all locations

Enterprise ID

Business IDs of all locations

Integration process

Before you can integrate Service Fusion with BirdEye, you will need to set up the following configurations:

Business Integration Group: A business integration group is a configuration that supports the business hierarchy of individual businesses on the BirdEye platform. The properties that are common for all business integrations are entered at the group level. Setting up a business integration group allows you to associate multiple business locations with the Enterprise account. Below is the list of curl commands that you will need to run to set this up.

(a) Create Integration Group (Curl Command)

Copy this Curl Command

curl --location --request PUT 'https://common-services.birdeye.com/integration/add/businessintegrationgroup' \
--header 'content-type: application/json' \
--data-raw '{
"integrationGroupTriggers": [
{
"actionIds": [
1
],
"triggerId": 98,
"triggerTypeId": 1
}
],
"integrationSourceId": 70,
"parentBusinessNumber": 152579386459032}'

152579386459032 - Business ID - This is Enterprise ID for multi-location account and Business ID for a single location SMB account
98 - Integration Trigger ID - Ask client what trigger they would like to integrate with then run the curl command to fetch all possible triggers for Service Fusion. Identify the trigger ID(s) and insert (use commas) in case of multiple trigger IDs.

(b) Fetch information for all the triggers available for Service Fusion (Curl Command)

Copy this Curl Command

CURL COMMAND:

curl -X GET https://common-services.birdeye.com/integration/trigger/integrationtriggers/sourceid/70 -H 'cache-control: no-cache' -H 'content-type: application/json'

Sample response: A sample response like this would appear after you run the curl command. The response will have the trigger name, description and the ID. This trigger ID will be utilized while creating the integration group. An integration can have one or more triggers. To use more than one trigger, enter comma separated values while creating the integration group.

[
{
"id": 97,
"triggerService": "serviceFusionCompletedEstimatesTriggerService",
"displayName": "Service Fusion Completed Estimates Trigger",
"description": "This trigger is used to fetch customer data based on the completed estimates.",
"active": true,
"integrationTriggerType": {
"id": 1,
"name": "JOB"
},
"caseCreationTriggerType": {
"id": 1,
"name": "JOB"
},
"actionGroupId": 1,
"sourceIdsList": [
70
],
"triggerName": "Estimates"
},
{
"id": 98,
"triggerService": "serviceFusionCompletedJobsTriggerService",
"displayName": "Service Fusion Completed Jobs Trigger",
"description": "This trigger is used to fetch customer data based on the completed jobs.",
"active": true,
"integrationTriggerType": {
"id": 1,
"name": "JOB"
},
"caseCreationTriggerType": {
"id": 1,
"name": "JOB"
},
"actionGroupId": 1,
"sourceIdsList": [
70
],
"triggerName": "Jobs"
}
]

97,98: Trigger IDs available for Service Fusion.

(c) Find business integration group details (Curl Command)

Copy this Curl Command

curl -X GET https://common-services.birdeye.com/integration/businessintegrationgroup/152579386459032 -H 'Cache-Control: no-cache'

[
{
"groupId": 12984,
"integrationSourceType": {
"id": 70,
"integrationSource": "SERVICEFUSION",
"sourceCategory": "Home Services",
"integrationType": "Birdeye API",
"integrationPlan": "Basic",
"oauthEnabled": true
},
"integrationGroupTriggers": [
{
"triggerId": 98,
"triggerTypeId": 1,
"actionIds": [
1
]
}
]
}
]

152579386459032 - Business ID: Enter the Business ID here to get the integration group details for a business.

12984 - Group ID: A group ID will be returned in the sample response with the details of the existing triggers for a business.

(d) Update triggers in Integration Group (Curl Command)

Copy this Curl Command

curl -X POST 'https://common-services.birdeye.com/integration/update/businessintegrationgroup?replaceTriggers=true' -H 'cache-control: no-cache' -H 'content-type: application/json' -d '{ "groupId": 12984,"integrationGroupTriggers":[{"triggerId":98,"triggerTypeId":1}]}'

replaceTriggers=true - To replace existing trigger(s), enter the value for replaceTriggers as true. To add new trigger(s) to the existing list, the value for replaceTriggers should be false.
12984Group ID: The Group ID which was returned in the previous step will be entered here.
98Trigger ID: Enter the Trigger ID (s) which need to be added or updated to the integration.

2. Integration Mapping (Enterprise Businesses)

Once the Integration Group is created, the next step is to create the Integration Mapping.

Copy this Curl Command

curl --location --request PUT 'https://common-services.birdeye.com/integration/add/businessintegrationmapping' \
--header 'content-type: application/json' \
--data-raw '{
"businessNumber": 152579386459032,
"integrationGroupId": 12984,
"active": true,
"integrationProperties":
[
{
"propertyKey" :"service.location",
"propertyValue" :"Washington,Georgia"
},
{
"propertyKey" :"service.status",
"propertyValue" :"Estimate Accepted, Lost"
}
]
}'

152579386459032 - Business ID: Enter the Business ID for the location.
12984 - Group ID: Enter the Group ID which was returned when the Integration group was created.
true - Active: Enter true for enabling the integration.
Washington, Georgia - location: Mandatory for multi-location.
Estimate Accepted, Lost - status: This status is configurable as per business needs. In case status is not configured, the default status will be utilised.

NOTE:

By default, for the ‘Estimate’ trigger the status will be Estimate Provided.
By default, for the ‘Job’ trigger the status will be Completed,Invoiced.

3. Integration Mapping (Single Location Businesses)

Copy this Curl Command

curl --location --request PUT 'https://common-services.birdeye.com/integration/add/businessintegrationmapping' \
--header 'content-type: application/json' \
--data-raw '{
"businessNumber": 152579386459032,
"integrationGroupId": 12984,
"active": true,
"integrationProperties":
[
{
"propertyKey" :"service.status",
"propertyValue" :"Estimate Accepted, Lost"
}
]
}'

152579386459032Business ID: Enter the Business ID for the single location business.
12984Group ID: Enter the Group ID which was returned when the Integration group was created.
trueActive: Enter true for enabling the integration.
Estimate Accepted, Lost - status: This status is configurable as per business needs. In case status is not configured, the default status will be utilised.

NOTE:

By default, for the ‘Estimate’ trigger the status will be Estimate Provided.
By default, for the ‘Job’ trigger the status will be Completed,Invoiced.

Steps to find service location

Enter your Service Fusion credentials and log in to your account.

After you have logged in, you will be able to view all the jobs under the ‘Jobs Dashboard’. Now, click on any job to find its ‘Service Location’.

On the new screen, click on the ‘Service Locations’ on the top panel. Now, under the city column you will be able to view the service location.

Steps to find available Jobs and Estimates status

Hover over the ‘My Office’ on the top panel, and from the drop-down menu click on the ‘Estimate & Job Statuses' icon.

On the new screen, you will be able to view the list of all the available statuses. To understand more about the status logic, read this Service Fusion help article: https://servicefusion.zendesk.com/hc/en-us/articles/360001114352-Estimates-and-Job-Statuses-Logic-Explained

Steps to find Estimates Service Location

Hover over the ‘Estimates’ tab’ on the top panel, and from the drop-down menu click on the ‘Estimates Dashboard’ icon.

On the next screen, you can view the current status of the estimate. To find the service location, click on the ‘Edit’ icon.

On the ‘Edit Estimate’ screen, you will be able to find the service location. In this case, the service location will be ‘Rockland’.

Completing the Integration Process

After the initial integration is set up by the BirdEye technical support team, you need to log in to your BirdEye account to complete the rest of the integration process.

To complete the process, click on the 'Settings' tab located on the left navigation rail of your BirdEye dashboard. On the bottom of the 'Settings' page, click on the 'Authorize Service Fusion' button under the CRM integrations header.

After you click on the authorization button, you will be redirected to the Service Fusion website. Enter the username and password associated with your Service Fusion and click on the 'Sign In' button.

After the access has been granted, you will be redirected to the BirdEye dashboard and an ‘Authorized' message will appear right next to Service Fusion.

Restriction Reason

Restriction reason is used to identify the contacts which have been opted-out(restricted) from sending a review request. This reason can be fetched from Kibana for contacts that are checked-in already.

Possible restriction reasons for Service Fusion are: