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:

1. Log in to Magento admin.
   
2. Navigate to System > Cache Management.
   
3. 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.

1. Navigate to the Zendesk configuration page by clicking on the Zendesk icon in the left hand navication bar.
   
2. Enter your Zendesk subdomain (e.g. subdomain.zendesk.com).
   
3. 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.
   
4. 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!

It only takes 2.30 minutes (we swear)!

1.Click the install button above.
2.Create a SnapCall account
3.Create your first call button in the SnapCall dashboard and set your agent ID.
4.Insert your call button in your website or app
5.You are ready to use SnapCall !

Contact Us to see how Netomi can help multiply your workforce.

To configure the Recurly for Zendesk Application, you will need a Base64 encoded API key and your subdomain. Click (Here) for installation instructions.

To get started:

• Installez l’application
• Force selection of brand: Make the brand selection mandatory (if you are using multiple brands)
• Mandatory requester email address: Make the requester email address mandatory.
• Go to the new ticket view, select an email 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": "email1@example.com, email4@example.com", "Group B": "email2@example.com"}

Zendesk Support Shredder Pro Instructions

1. Installez l’application
2. Open Shredder Pro in the menu on the left
3. 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.

1. Go to https://get.niceincontact.com/get-quote to submit a request for a quote.
2. One of our specialists will contact you with quote.
3. Place your order.
4. Download the CXone Agent for Zendesk application from this site.
5. 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. zendesk@skedulo.com | AMER (855) 753-3856 | ANZ 1300 558 801

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 contactus@instabug.com, we'd love to chat with you!