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Connectwise Project Surveys Integration

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ConnectWise Surveys-Project Record Based Surveys


Project‑based surveys differ from service ticket surveys in that they are triggered at the project level, not from the individual project tickets attached to a project. Once enabled, BizRatings locates projects marked with a designated status and automatically sends a project survey to the client.

Steps to Enable the Project API


1. Enable the Projects API for the BizRatings integrator account.
2. Set a unique closed status in ConnectWise for Projects.  By default BizRatings will scan for the a closed status: bizratings_project. Make sure you place the status at the project level and not on the individual tickets under the project

For additional information on API Settings in BizRatings: Click Here

Triggering and Syncing a Project Survey

BizRatings runs an automated synchronization service hourly. When the service detects a project with the required status, it syncs the project and immediately sends the associated survey.

Sync Conditions

A project will trigger a BizRatings survey only when all the following conditions are met:

  1. Project-Level Record
    BizRatings syncs only the project itself, not the underlying project tickets.
    The project must be marked with the closed status specified in API settings.  By default, BizRatings will scan projects for the "bizratings_project" closed status.

  2. There is billable time marked on the project.

  3. The project has been closed and updated with the project status specified in the API settings 

  4. Closed Date Validation Window of 7 days is met.
    The project’s Closed Date must be within a default 7‑day validation period, relative to the date BizRatings syncs the project.

    • BizRatings scans your ConnectWise instance every day on an hourly basis.
    • Assuming there are no errors with the data entered on your ticket and reliable internet connectivity, BizRatings will scan your CW instance to sync hourly each day, which means under ideal conditions, status changes are synced on the day they are updated. 
    • If the time between the project closed date and the sync date exceeds the validation window of 7 days, the survey will not be triggered. I.e., If the sync date is 1/5/2026 and a project was closed on 10/16/2025 with the Bizratings project closed status, a survey will no be triggered because the time between 1/5/2026 and 10/16/2025 exceeds 7 days. If 7 days is too short of a validation period, see Extending the Validation Period below 

Extending the Validation Period

BizRatings can adjust this 7‑day window to accommodate longer project life cycles.
Many clients extend the validation window to up to 120 days. If you would like this updated, contact support@bizratings.com.

Project Ticket-Based Survey Emails


BizRatings supports a specialized survey workflow designed specifically for Project surveys, which function similarly to standard BizRatings service ticket surveys. Project Ticket-Based Surveys are sent via email, with links that directly open a Project Ticket-Based Survey landing page to collect complete response data.  

Email Delivery

Clients receive an email containing clickable satisfaction icons (e.g., smiley faces).
BizRatings offers multiple email layout styles:

  • Classic Email Layout
  • NeoStyle Email Layout

Learn how to change email layout styles

Classic Email Layout - Project Ticket Based Survey 

NeoStyle Email Layout - Project Ticket Based Survey



Survey Landing Page

After clicking a rating, the user is directed to a project survey landing page that includes:

  • Overall project satisfaction score
  • Custom project‑specific questions that you configure

Learn how to Customize your Project Ticket Based Survey Questions


Viewing Project Survey Responses

Responses are available in your BizRatings dashboard:

Connected Apps → Company Listing → CSAT Reports → Project Surveys (Admin)

You can:

  • Filter results
  • Edit scores
  • Delete responses
  • Export results


This page will give you all of the same functionality as service ticket responses such as filtering, editing the score, or deleting the response.