Installation Zendesk integration step 2

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Step 2: How do you perform the configuration in Xelion?

  1. Go to the SmartXPS environment and log in with your SmartXPS Xelion services account. If you do not have a account yet, click here.
  2. Click on the “add application” button in the left menu.
  3. Under CRM links, search for Zendesk and click on the “configure now” button.
  4. Enter the e-mail address of the person for whom the configuration is.
  5. Enter the API token from step 1.
  6. Enter the following for the Zendesk URL: https://companyname.zendesk.com/, with your own company name.
  7. Agree to the conditions.
  8. Click on “Request now”.
  9. If all information is entered correctly, the page will now be supplemented with your Zendesk account information. This is a sign that the link is active.
  10. Choose which view of your ticket subject and ticket content you want, by using the variables that appear below the fields.
  11. Do you use Zendesk Talk? Then check the option “Zendesk Talk active”.
  12. Click Update.
  13. If you use Zendesk Talk, click on the button that appears under Zendesk Talk active.
  14. A new screen opens where you, your Xelion users can link to your Zendesk users.

Xelion is now linked to your Zendesk application.