Pre-integration questionnaires

Ticketing integrations touch a system another team usually owns — accounts, permissions, mandatory fields, workflows. Each questionnaire below lists every question that team needs to answer before you start. Once it's filled in, you can complete the Xyte setup wizard yourself in one sitting.

How to use a questionnaire

1. Open the questionnaire for your tool and copy it into a document your team can edit (or print it to PDF).
2. Send it to the admin of that tool. Each question says why Xyte needs it, so they can answer without a call.
3. When it comes back, follow the tool's setup guide. The last table of each questionnaire shows where each answer goes in the Xyte wizard.

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Don't write secrets into the questionnaire

Passwords, API keys, private keys and client or webhook secrets should not travel in a shared document. Ask the admin to confirm they exist and hand them over through your password manager or another secure channel.

Questionnaires

Messaging integrations (Slack, Microsoft Teams, Google Chat, Webex), email and webhooks need little more than an app approval, a channel or a URL, so they have no questionnaire. For the tools marked Contact Us in the ticketing overview, the Xyte team runs the setup with you.