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Rocketlane Integration

Connect Rocketlane to bring your onboarding and professional-services projects — and the tasks inside them — into each customer’s Statisfy timeline. A self-serve settings page lets you control exactly how Rocketlane projects are matched to your Statisfy accounts, with a preview so you can check the matching before saving.
New to Statisfy integrations? Integration Concepts explains the shared building blocks — previews, sync schedules, job status, and configuration history.

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What this integration does

  • Projects and tasks in the timeline — Rocketlane projects and their tasks appear as activity on the matched customer’s account, alongside meetings, emails, and tickets.
  • Customer matching you control — you decide which field on a Rocketlane project identifies the customer, with per-project exceptions when one project is set up differently.
  • Preview before saving — test your matching rules against real projects so you know they work.

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Prerequisites

  1. Admin access in Statisfy — only admins see integration settings.
  2. A Rocketlane account with access to the projects you want to bring in.

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Step 1 — Connect

  1. In Statisfy, go to Integrations → Admin Apps and find the Rocketlane card.
  2. Click Connect and authorize access to your Rocketlane account.
  3. Once the card shows Connected, click the Settings cog to configure customer matching.
On the settings page, the Rocketlane Connection card has a Test connection button — click it any time to confirm Statisfy can reach your Rocketlane account.

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Step 2 — Tell Statisfy how to match projects to customers

Every Rocketlane project has to be matched to a Statisfy account before it can appear on a timeline. The settings page gives you two layers of control:

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Default Customer Resolution

This is the rule applied to every Rocketlane project that doesn’t have its own override. Click Add resolver and choose:
  • Which field identifies the customer — pick the field on your Rocketlane projects that holds the customer’s name or identifier (for example, the company name).
  • How strict the match should be — name matching is approximate, so small differences like “Acme” vs. “Acme Inc.” still match. The match threshold controls how close is close enough; the default works for most teams.
You can add more than one resolver. They are tried in order, and the first one that finds a match wins — so put your most reliable field first and use later entries as fallbacks.

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Per-Project Overrides

If one customer’s project tracks the account in a different field, add an exception instead of changing your default:
  1. Click Add override and pick the project from the dropdown.
  2. Click Add resolver to this project and configure it the same way as above.
  3. Use the toggle on an override to pause it without deleting it, or the trash icon to remove it.

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Step 3 — Preview, then save

  • Use the preview panel to run your rules against sample projects and see which account each one matches. If the configuration has changed since your last preview, the page reminds you to re-run it.
  • When the matches look right, click Save configuration. Every save is kept as a version (see Configuration history); Discard changes throws away unsaved edits.
After saving, projects and tasks flow in on the regular sync schedule. To check on syncs, see Monitoring your integrations.

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Troubleshooting

Run the preview and find that project in the results. If it matches nothing, the field your resolver points at is probably empty or spelled differently than the account name in Statisfy — fix the field in Rocketlane, loosen the match threshold slightly, or add a per-project override pointing at a better field.
The match threshold may be too loose, or the resolver field contains an ambiguous value. Tighten the threshold, or add a per-project override for that project with a more exact field.
Reconnect from the Rocketlane card under Integrations → Admin Apps — the authorization may have expired. If it keeps failing, contact support@statisfy.com.

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Support

Questions? Email support@statisfy.com or reach out to your Customer Success Manager.