Zendesk Integration in Dash SaaS

Step 1 : Super Admin Access

First, the super admin must add the Zendesk add-on by going through a few procedures.

• Scroll to “add-on manager” after logging in to the super admin side.
• To include the Add-On, click the “+” (Module Setup) button.
• You will see a box where you must attach the ZIP file for the “Zendesk Add-On.”
• You must enable the module once the setup procedure is finished for the remaining customers to purchase this add-on.

Step 2 : Company Login Access

After the super admin enables the Zendesk add-on, the admins can purchase the add-on and have access to the Zendesk add-on by following the steps mentioned below.

• So, the admin has to first purchase the add-on by navigating to the “subscription plan” page and then you have to click the “usage plan” and find the Zendesk add-on and purchase it.

Step 3 : How to use the Zendesk Add-on

• After purchasing the add-on, navigate to the system settings and find out Zendesk the Zendesk Settings.
• After finding it out, you will have to add the required credentials like the subdomain key, access token key, email ID, and password.
• Follow this link to generate the subdomain key and Access Token : Zendesk API
• After adding the credentials, you will be able to synchronize your support tickets with Zendesk.
• To synchronize Zendesk with your support tickets, navigate to the support ticket module, where you’ll find three places for synchronization.
• Firstly, on the ticket page, simply click the Zendesk button at the top to initiate synchronization.
• Secondly, on the knowledge base page, you can synchronize by clicking the Zendesk button provided.
• Lastly, on the system setup page within the knowledge base category, click the Zendesk button to synchronize your tickets seamlessly.