Survey Platforms can be integrated with Netigate Insights to pull relevant customer interaction data — typically feedback and background information — for reporting, feedback enrichment, or analytics purposes.
This document outlines the standard prerequisites and what is usually required to get started with a Survey integration.
💬 Need something else?
This is a typical example of how we integrate with Survey Platforms, but it does not cover all possible use cases. If you need something different or custom based on more specific use cases, open a discussion with your CS manager or Netigate Sales rep.
Examples of Supported Survey and Review Platforms
Surveyhero
Roidu
Yotpo
Questback
Webpropol
Typeform
HelloPeter
ReviewTrackers
🛠️ General Requirements for All Tools
To bring data from any survey or online review tool into Netigate Insights, we typically require:
API access, as documented by the tool’s API documentation
Authentication credentials, such as an API key or token
Information about what channels or segments of data should be pulled (e.g., public reviews, NPS surveys, contact form responses)
Timeframe or date range to pull data for (e.g., all responses from 01/01/2024 onwards)
Each platform may have slight differences in authentication and filtering logic, but these are typically well documented in the tool’s developer/API documentation.
📘 Example: HelloPeter Integration
HelloPeter is a popular review platform. Here’s how we typically set up an integration:
API documentation:
Business Portal | HellopeterAuthentication:
API key is required (as described in the “Authentication” section)Data filtering options:
In the “Reviews” section of the API docs, it's described how we can filter reviews by channel and timeframeInformation required to set up integration:
API key
Which channels to pull (e.g. public reviews, private feedback)
What timeframe to use when pulling the data
📘 Example: Typeform Integration
Typeform is a widely used survey platform. Here's how a typical integration setup looks:
API documentation:
Typeform's Developer PlatformAuthentication:
A personal access token is required (as described in the “Authentication” section)Data filtering options:
The “Retrieve responses” section explains that survey responses can be pulled per form, so we need:A list of survey forms that should be included
A defined timeframe for which responses should be pulled
Information required to set up integration:
Personal access token
List of form IDs or names
Timeframe for pulling responses
🔄 Similar Process for Other Tools
All other tools follow a similar approach:
Review the tool’s API documentation
Obtain the required API credentials
Confirm what channels, segments, and date range the data should be pulled for
The integration team configures and monitors the sync
Some tools may use OAuth instead of API keys, or offer different endpoint structures, but these are all handled case by case by our team.
📌 Next Steps
Identify the platform you want to integrate with
Find the platform’s API documentation and authentication method
Confirm what data should be pulled (forms, channels, date range, filters)
Contact your CS or Netigate Sales rep with this information
They will open a discussion in the #integration channel.Open a discussion with the integration team in the #integration channel
A ticket will be created to manage the integration process