The first step in the process of getting Magento 2 communicating with Zendesk is to install and configure the Zendesk extension for Magento 2. This extension provides functionality inside Magento 2 and also provides configuration settings for the Magento App to access customer information.
Prerequisites
- Magento Open Source 2.1-2.3
- Magento Commerce 2.1-2.3
Install the extension
The Zendesk is available in the Magento Marketplace here. Click Install to add the extension to your Magento 2 instance. Once installed, you will want to flush the Magento 2 cache. To do this, perform the following:
- Log in to Magento admin.
- Navigate to System > Cache Management.
- Click Flush Magento Cache.
Link your Magento store to your Zendesk
Now that you've got the Zendesk extension installed, you'll need to fill out some configuration settings to link it to Zendesk.
Configure the extension
If you already have a Zendesk account, you can manually configure the Magento extension by following the instructions below. If you don't already have a Zendesk account, click on the Get Started button to sign up for a free trial.
Provide general details
The first configuration to complete is the general details. This will allow Magento to communicate with Zendesk.
- Navigate to the Zendesk configuration page by clicking on the Zendesk icon in the left hand navication bar.
- Enter your Zendesk subdomain (e.g. subdomain.zendesk.com).
- Enter an agent email address and token. A token is required because it is a more secure way of authenticating rather than storing the agent's password in Magento. To generate a token, simply log in to Zendesk and then navigate to Manage > Channels > API > Token. Copy the token and paste it into the Agent Token field.
- Click on the Test Connection button to verify that the connection to Zendesk is working. If successful, the button should change text and display Successful! Test Again?. If the test is not successful, please verify you have entered the previous information correctly.
Install the Zendesk App
If you have not added the Magento 2 for Zendesk Support app through the Zendesk Marketplace, then simply click the **Install Zendesk App button and enter your subdomain to have the app automatically installed. Note: you must have filled out the prior section in order for this to work.**
Configure the App Settings
Now that the app is installed, you have a few different configuration options available to you to complete the set up process.
Zendesk App Settings
This section is used to configure what fields from your Magento 2 account you want displayed in the Zendesk Support ticket sidebar app. The system defaults certain fields for display. If you wish to change any of the values, uncheck the Use system value box and select whether or not you'd like the corresponding fields from Magento displayed in the app.
Customer Frontend
By default, the extension will add the Zendesk Web Widget to your Magento 2 storefront so your customers can easily contact your support team. For additional information on configuring, please review the Web Widget article here. If you do not wish for the Web Widget to be enabled on your storefront, simply change the drop down value to No and save your configuration for the changes to be applied.
Brand Mapping
With the updated Magento 2 extension, if you are on Zendesk's Enterprise plan and utilize the Multiple Brands feature, you now have the ability to map each of your brands to your individual store fronts. Select which brand to associate to your different store fronts and the app will only display order details from the appropriate store front.
Once you have reviewed each section, simply click on the orange Save Config button in the upper right to save your settings.
The set up of the Magento 2 integration is now complete!
Contact Us to see how Netomi can help multiply your workforce.
Zendesk Support Shredder Pro Instructions
- Install the app
- Open Shredder Pro in the menu on the left
- Create some rules, or bulk delete/resolve tickets
Overview of possibilities with Shredder Pro
With the overview of the suspended tickets
You'll be able to:
- Delete tickets
- Recover tickets
- Manually add tickets to recover or delete queue
- See if and which tickets are going to be automatically processed
- View the body of the text in a better way (this will make your life so much easier)
With the automatic processing rules you'll be able to:
- Create (nearly unlimited) rules for automatic processing of recurring suspended tickets
- Auto recover, delete or skip (for manual decision making)
- Process on Sender, recipient, subject, content, cause or message ID
- Process suspended tickets in the background (so you can move on with your day)
Ideal for organizations that need more to spend less time on suspended tickets
Automated suspended ticket processing
Have any questions or ideas?
Check out our Help Center.
To configure the Recurly for Zendesk Application, you will need a Base64 encoded API key and your subdomain. Click (Here) for installation instructions.
Requirements
To start using Instabug with Zendesk, you need to first have an Instabug account. You can easily sign up to Instabug, and try out the Zendesk integration as well as all Instabug's features for free for 14 days. Sign up for free here.
##Installation Steps From your Instabug's dashboard, you can set up your Zendesk integration by following the steps mentioned in this guide.
##Best Practices We've compiled all the best practices followed by our most active customers to get the best out of Instabug's bug reporting and feedback features in their live apps. Check out the guide here.
Questions
Do you have any questions? Please, reach out to us at [email protected], we'd love to chat with you!
- Go to https://get.niceincontact.com/get-quote to submit a request for a quote.
- One of our specialists will contact you with quote.
- Place your order.
- Download the CXone Agent for Zendesk application from this site.
- NICE inContact will provide configuration instructions.
We would like to assist you with installation and set-up of Skedulo! Reach out to our team to start a conversation about how we can help your organization improve mobile workforce management operations. [email protected] | AMER (855) 753-3856 | ANZ 1300 558 801
To get started:
- Install the app
- Force selection of brand: Make the brand selection mandatory
- Mandatory requester email: Make the requester email address mandatory.
- Go to the new ticket view, select an address in the app (in the sidebar), enter ticket info and click submit.
- Your ticket should have been created/updated with the given recipient.
When installing the Basic plan
- Follow the first three steps above
- Use a JSON format to specify email addresses by group, e.g. {"Group A": "[email protected], [email protected]", "Group B": "[email protected]"}
Getting Started with the Dynamic Content App:
- Ensure you have a Zendesk Support Professional or Enterprise plan.
- Install the application from the Zendesk App Marketplace.
- In Zendesk Support, create a dynamic content item (Admin > Manage > Dynamic Content) and copy its placeholder (example, {{dc.welcome}}).
- In Zendesk Chat, create your shortcut (Settings > Shortcuts) and insert the dynamic content placeholder accordingly.
- Begin a chat in Zendesk Chat and start chatting. Based on the visitor language detected, your selected shortcut in the appropriate language variant will be displayed for you to use.
To get started with the TeamViewer app for ZenDesk Chat follow these steps:
- Install the app from the Zendesk Chat App listing page.
- Click Install and you are good to go!
Further options in the app settings:
Customer waiting message The message that will be displayed to your customers while they are waiting for your supporter to connect to the TeamViewer session. Customer link text Choose which text is inserted into your chat by the Insert link into chat button. Use @@[email protected]@ as placeholder for the actual session link. If left completely blank, the session link will be inserted in a new line.* Enable role restrictions Here you can restrict availability of the app to certain roles.
The first step in the process of getting Magento 2 communicating with Zendesk is to install and configure the Zendesk extension for Magento 2. This extension provides functionality inside Magento 2 and also provides configuration settings for the Magento App to access customer information.
Prerequisites
- Magento Open Source 2.1-2.3
- Magento Commerce 2.1-2.3
Install the extension
The Zendesk is available in the Magento Marketplace here. Click Install to add the extension to your Magento 2 instance. Once installed, you will want to flush the Magento 2 cache. To do this, perform the following:
- Log in to Magento admin.
- Navigate to System > Cache Management.
- Click Flush Magento Cache.
Link your Magento store to your Zendesk
Now that you've got the Zendesk extension installed, you'll need to fill out some configuration settings to link it to Zendesk.
Configure the extension
If you already have a Zendesk account, you can manually configure the Magento extension by following the instructions below. If you don't already have a Zendesk account, click on the Get Started button to sign up for a free trial.
Provide general details
The first configuration to complete is the general details. This will allow Magento to communicate with Zendesk.
- Navigate to the Zendesk configuration page by clicking on the Zendesk icon in the left hand navication bar.
- Enter your Zendesk subdomain (e.g. subdomain.zendesk.com).
- Enter an agent email address and token. A token is required because it is a more secure way of authenticating rather than storing the agent's password in Magento. To generate a token, simply log in to Zendesk and then navigate to Manage > Channels > API > Token. Copy the token and paste it into the Agent Token field.
- Click on the Test Connection button to verify that the connection to Zendesk is working. If successful, the button should change text and display Successful! Test Again?. If the test is not successful, please verify you have entered the previous information correctly.
Install the Zendesk App
Simply click on the Install button and fill out the following fields:
- Magento Base URL: The URL for your Magento 2 storefront, ie https://mystorefront.com
- API Token/Access token: You'll need to generate a new access token for your Magento 2 storefront. You can find steps to do so here.
Configure the App Settings
Now that the app is installed, you have a few different configuration options available to you to complete the set up process.
Zendesk App Settings
This section is used to configure what fields from your Magento 2 account you want displayed in the Zendesk Support ticket sidebar app. The system defaults certain fields for display. If you wish to change any of the values, uncheck the Use system value box and select whether or not you'd like the corresponding fields from Magento displayed in the app.
Customer Frontend
By default, the extension will add the Zendesk Web Widget to your Magento 2 storefront so your customers can easily contact your support team. For additional information on configuring, please review the Web Widget article here. If you do not wish for the Web Widget to be enabled on your storefront, simply change the drop down value to No and save your configuration for the changes to be applied.
Brand Mapping
With the updated Magento 2 extension, if you are on Zendesk's Enterprise plan and utilize the Multiple Brands feature, you now have the ability to map each of your brands to your individual store fronts. Select which brand to associate to your different store fronts and the app will only display order details from the appropriate store front.
Once you have reviewed each section, simply click on the orange Save Config button in the upper right to save your settings.
The set up of the Magento 2 integration is now complete!
Unbabel for Zendesk Chat requires an account and subscription. To learn more and see if Unbabel is right for your business, please email [email protected] or visit our website.
- Once you've installed the Unbabel app, navigate to a chat
- Open the Unbabel app on the chat sidebar (you may need to scroll down)
- If you haven't used Unbabel before, you'll need to go through the setup flow on the app to authorize Unbabel
How to install:
1. Click the install button above.
2. Authorize the app within Zendesk Chat.
3. Verify your Zendesk Chat is configured to automatically create tickets when a chat is initiated.
4. You’re ready to go - Tymeshift will track each agent’s activity on Chat.
To configure the Recurly for Zendesk Application, you will need a Base64 encoded API key and your subdomain. Click (Here) for installation instructions.
How to install
You need administrator permissions in both Dropbox and Zendesk Sell to set up the integration.
- Click the Install button to set up the Dropbox for Sell widget in your Zendesk Sell account.
- Follow the instructions on the screen and click the Sign in with Dropbox for Sell link.
- Authorize the external service to let us communicate with it on your behalf.
- After you get back to the app settings page, click the Install button.
- You installed the app. Nice! Navigate to the Layouts settings page to change the app widget location.
How to install
You need administrator permissions in both Mailchimp and Zendesk Sell to set up the integration.
- Click the Install button to set up the Mailchimp for Sell widget in your Zendesk Sell account.
- Follow the instructions on the screen and click the Sign in with Mailchimp for Sell link.
- Authorize the external service to let us communicate with it on your behalf.
- After you get back to the app settings page, click the Install button.
- You installed the app. Nice! Navigate to the Layouts settings page to change the app widget location.
How to install
You need administrator permissions in both PandaDoc and Zendesk Sell to set up the integration.
- Click the Install button to set up the PandaDoc for Sell widget in your Zendesk Sell account.
- Follow the instructions on the screen and click the Sign in with PandaDoc for Sell link.
- Authorize the external service to let us communicate with it on your behalf.
- After you get back to the app settings page, click the Install button.
- You installed the app. Nice! Navigate to the Layouts settings page to change the app widget location.
Here are just a few of our talented partners who are helping our customers implement and optimize their Zendesk experience. Check out our Partner Directory to find your software soulmate.
If you don’t see it, just create it
Using our API and apps framework you can build pretty much anything. And once you do, you can place it in The Zendesk Marketplace for all Zendesk customers to find. Or just keep it for yourself–whatever feels right.