Set up TOPdesk

Connect OutSmart to TOPdesk with your operator username, application password, and domain.

Connect OutSmart to TOPdesk before you configure any import or export options.

You need an operator username, an application password, and your TOPdesk domain.

Before you start

Make sure you have:

• activated the integration in the License Manager
• access to your TOPdesk operator account
• permission to generate a TOPdesk application password
• access to Settings → General → Software integrations in OutSmart

1

Generate an application password in TOPdesk

Sign in to TOPdesk.

Open your user settings.

Generate an Application Password.

Copy the password.

2

Open the TOPdesk integration

Sign in to the OutSmart BackOffice.

Go to Settings → General → Software integrations.

Open TOPdesk.

Open Settings.

3

Enter the login details

Fill in these fields:

• Operator username
• Application password
• Domain

4

Submit the connection

Click Submit.

OutSmart verifies the details with TOPdesk.

5

Configure import and export settings

After a successful login, the TOPdesk settings page opens.

Choose which data you want to import and export.

6

Save the setup

Click Save.

Your connection and sync settings are then stored.

What OutSmart creates during setup

When you connect TOPdesk for the first time, OutSmart creates two work order statuses:

• To TOPdesk
• Not to TOPdesk

Use To TOPdesk for work orders linked to a TOPdesk call.

Use Not to TOPdesk for work orders that should stay outside the TOPdesk flow.

Important to know

• The domain should be your TOPdesk address, such as yourcompany.topdesk.net.
• OutSmart uses the application password for the connection.
• Your personal TOPdesk login password is not stored.
• You can disconnect the integration from the settings page.

Frequently asked questions

Where do I find the application password in TOPdesk?

Open your TOPdesk user profile settings.

Look for the option to generate an Application Password.

If needed, check the TOPdesk documentation or the PDF manual linked on the settings page.

Related topics

• TopDesk
• What is TOPdesk?
• Configure TOPdesk imports
• Configure TOPdesk exports
• Set up a software integration

What happens if the login details are wrong?

OutSmart shows an error.

Check the operator username, application password, and domain.

Then submit the connection again.

What does an error about missing status or operator group permissions mean?

The TOPdesk account cannot read processing statuses or operator groups through the API.

Ask your TOPdesk administrator to grant the required API permissions.

How do I disconnect TOPdesk?

Use the disconnect button with the power icon in the log panel.

You can find it on the right side of the settings page.