Zendesk - How To Connect

During onboarding, you'll be asked to connect your CRM! If you're on Zendesk, please proceed below:

1. Select Zendesk from the ticket CRM dropdown.
2. Enter your Zendesk subdomain. You'll find this in your organization's Zendesk URL. For example, ours is hioperatorsupport.
3. Enter the email that you use to log into your organization's Zendesk. Please note that this user seat will need to be assigned a Admin or Account Manager role in your Zendesk instance. 
4. Now, to connect everything up, you'll need to generate a Zendesk API token to authenticate API requests.
   • You'll find a comprehensive guide to Generating API Tokens on Zendesk's help page here.
   • But, we've also pulled out the key bits for you below
5. Once you've copied your token in, click "Test Token"
   • If it says "Invalid token", please double check your subdomain, email, and token details. 
   • If successful, it should give you a count of tickets!
6. Click "Setup Client" and give it a few seconds to complete setup! 

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1. Enabling API token access

API token access is disabled by default. You must enable API token access in Admin Center before users can use API tokens.

To enable API token access

1. In Admin Center, click  Apps and integrations in the sidebar, then select APIs > Zendesk API.
2. In the Settings tab, enable token access.

2. Generating API tokens

To generate an API token, you must be an administrator and API token access must be enabled in your account.

To generate an API token

1. In Admin Center, click  Apps and integrations in the sidebar, then select APIs > Zendesk API.
2. Click the Add API token button to the right of Active API tokens.

   The token is generated and displayed.

   

3. (Optional) Enter an API token description.
4. Copy the token and paste it somewhere secure. When you click Save to close this window, the full token will never be displayed again.
5. Click Save to return to the Zendesk API page.

   If you click the token to reopen it, a truncated version of the token is displayed.

   

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Not quite what you were looking for? Have more questions? We'd love to connect.

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