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Usersnap

Overview

Automatically import Usersnap feedback into Channels in real-time, where it’s analyzed and grouped into themes so you can track trends over time. Every form input the user submits (short answer text, comments, ratings, custom fields) comes across with the original feedback, and each data point links back to the source in Usersnap so you can view the annotated screenshot in context. When you set up the connection, you’ll pick which Usersnap projects to import feedback from and how far back to backfill. Learn more about Channels →

Prerequisites

  • A Dovetail workspace with Channels enabled and your user has Can edit or Full access on the Channel you’re adding the source to.
  • A Usersnap account with Admin access (needed to manage REST API credentials).
  • A Usersnap JWT ID and JWT Secret — generate them in Settings → API.

Set up the Usersnap integration

You can set up the Usersnap integration from Settings, when you create a new Channel, or when you Add source to an existing Channel.
1

Open the Connect data source modal

In Dovetail, open the Connect data source modal and select Usersnap.
2

Generate Usersnap credentials

In a separate tab, sign in to Usersnap and open Settings → API. Generate a new API key and copy both the JWT ID and the JWT Secret.
3

Paste the credentials into Dovetail

Paste the values into the JWT ID and JWT Secret fields in Dovetail and select Continue.
4

Pick the Usersnap projects

Choose the Usersnap projects you want to import feedback from. You can select one or several — there’s no cap.
5

Pick a backfill window

Choose how far back to import existing feedback: Last 7 days, Last 30 days, Last 90 days, or Last 6 months.
Usersnap 01

Authentication and permissions

Usersnap uses a JWT API key. Dovetail signs a short-lived JWT with your JWT ID and JWT Secret on every request and only ever issues read calls against the Usersnap REST API at https://platform.usersnap.com/v0.1. Nothing is written back to Usersnap. The credentials are scoped to whichever Usersnap workspace the key was created in, so the projects you see in the picker are the ones the key has access to. If your JWT credentials are rotated or deleted in Usersnap, the next sync will fail with an authorization error. Generate a new key in Usersnap, then open the Usersnap integration in Dovetail and update both values.

Configuration in detail

Picking projects

You can pick one or more Usersnap projects per data source connection. Every project you select contributes to the same Channel, with the project name attached to each data point. To analyze feedback from a different Usersnap workspace, generate credentials from that workspace and add Usersnap as a separate data source.

What gets imported

Each Usersnap feedback item becomes one Channels data point. The text the user submitted lands as a multi-turn conversation and the rest of the feedback comes across as fields you can filter by.

Always imported

FieldSource
Feedback IDUsersnap feedback_id
Submission timestampUsersnap created_at
Feedback textOne turn per text input from the feedback form
Project nameThe Usersnap project the feedback came from
Link back to UsersnapUsersnap public_link — opens the feedback in Usersnap so you can view the annotated screenshot

Imported when present

FieldSource
Submitter emailUsersnap email
StatusUsersnap status_type
PriorityUsersnap priority
Labels (as tags)Usersnap labels[].name
Non-text form inputsBoolean, numeric, or single-value form inputs are attached as fields with the input’s label
Custom dataAny key/value pairs on the Usersnap SDK’s custom_data payload (e.g. plan, role, MRR, user ID) — flattened onto the data point with their original keys

Not imported

  • Annotated screenshots. The screenshot image itself isn’t pulled into Dovetail — open the link back to Usersnap to view it in context.
  • Assignee. Who the feedback is assigned to in Usersnap isn’t imported.
  • Resolved / updated timestamps. Only the original created_at is stored.
Need a field that isn’t on this list? Let us know.

Sync behavior

  • Backfill window. When you first connect, Dovetail imports feedback received within the period you selected.
  • Ongoing sync. New feedback syncs in automatically after the initial backfill on the standard Channels cadence.
  • Pagination. Dovetail fetches feedback in pages of 50 items, paginating with Usersnap’s cursor until the window is in.
  • Rate limiting. If Usersnap returns a 429, Dovetail honors the Retry-After header and resumes automatically.

Troubleshooting

“Invalid credentials” when I paste the JWT ID and Secret. Either the values are wrong, the key has been deleted in Usersnap, or the user who created it lost Admin access. Generate a fresh key under Settings → API in Usersnap and try again. My project doesn’t show up in the picker. The credentials are scoped to a single Usersnap workspace — projects in other workspaces won’t appear. Confirm the JWT was generated in the workspace that owns the project, or generate a separate set of credentials and connect Usersnap again. Feedback exists in Usersnap but Dovetail says nothing imported. Likely causes:
  • The feedback landed before your backfill window. Reconnect with a longer window, or wait for new submissions.
  • The JWT credentials were rotated. Re-enter the current values on the Usersnap integration in Dovetail.
  • The user who created the JWT lost access to the project the feedback sits in.

Disconnect or delete the Usersnap source

There are two distinct actions on a Channels source. Disconnect. Stops Dovetail from ingesting any new feedback from this source. Anything already imported stays in the Channel. To disconnect, open the Channel, go to the sources list, click ••• on the Usersnap source, and select Disconnect. You’ll see:
Are you sure you want to disconnect [source name] from [Channel name]? This will immediately stop the Channel from ingesting any new data. Any data already imported from this source will remain in the Channel.
Delete. Removes the source and deletes every data point that was imported from it. This is permanent. To delete, click ••• on the Usersnap source and select Delete. You’ll see:
Are you sure you want to delete [source name] from [Channel name]? This will delete all associated data points. This is permanent and cannot be undone.
To revoke API access entirely, delete the JWT key in Usersnap under Settings → API. That immediately invalidates any sync that tries to use it.