Integration Instructions Integration Instructions

This step-by-step article will guide you through the integration process. Read the following instructions or watch the how-to video below to see how it’s done.

Note: Click on any image to see the full-sized screenshot.

1. Sign In

To begin, please log in to your and ChannelReply accounts.

To sign in to your ChannelReply account, click “Sign In.” If you don’t have an account with us yet, click “Start Free 14-Day Trial” instead.

Log In to or Sign Up for ChannelReply

You can log in to your Desk account here.

2. Go to "CRM Settings" and Select Desk

You will have the opportunity to fill in your basic user information, but you can skip this step for now by clicking “CRM settings.” Choose as your service desk.

Select Desk in ChannelReply CRM Settings

3. Fill In Your Details

We need information about your account in order to integrate it with ChannelReply. You will find most of this information under API -> My Applications on your admin page.

Follow the instructions below to locate all the necessary info:

Desk Subdomain

First, you need your Desk subdomain. You can copy this from between https:// and in your Desk admin page URL.

Desk Subdomain

Paste it into the “Desk subdomain” field. Then click on your custom “ API settings” button.

Access API Settings in ChannelReply

The link will open in a new tab, where you can find your . . .

API Details

Log back in to your Desk account if prompted to do so. Then scroll down and click “Add API Application.”

Add API Application to

In the pop-up menu that appears, enter “ChannelReply” in the "Name" field.

Add New API Application

Return to your ChannelReply account. You’ll see the Website URL under “API settings.” Simply click on the Website URL we have provided to copy it to your clipboard.

Copy Website URL

Switch back to your Desk account. Paste the Website URL into the corresponding field in the “ADD NEW API APPLICATION” pop-up.

Add New Application Pop-Up

Repeat these steps with the Callback URL and Support URL. Then click “Add.”

Add Button

ChannelReply should now appear in the My Applications screen. My Applications

Desk Consumer Key and Secret

Copy the key shown under ChannelReply in My Applications. Then return to your ChannelReply admin page and paste it into the “Desk consumer key” field. Repeat with the "secret," pasting it into the “Desk consumer secret” field.

Desk Consumer Key and Secret

Desk Token and Secret

To get your Desk token, return to your Desk admin page and click “Your Access Token.” Copy the token from the pop-up.

Desk Token and Token Secret

Paste the token into the “Desk token” field. Then copy your token secret and paste it into the “Desk token secret” field.

Enter Desk Token and Token Secret

Inbound Email

Enter the email address you use to receive messages in Desk in the “Desk inbound email” field, then click “Test Desk Connection.”

Test Desk Connection with ChannelReply

You should see a success notification; click OK to close it.

Shared Key

Click “Save” and a pop-up will appear with additional instructions. Click the blue “follow this link” text.

Follow This Link Anchor Text

Mouse over “ChannelReply Application,” then click the pencil icon.

Edit Integration

Copy the shared key. Shared Key for ChannelReply

Return to the ChannelReply setup page. Click “OK” to close the pop-up, then paste the key into the “Shared key” field and click “Save.” Shared Key for ChannelReply

4. Add ChannelReply to Your Layout

You will see a new popup with further instructions. To create a special Desk layout incorporating ChannelReply, click the blue “follow this link” text.

Follow This Link Anchor Text 2

Click “Add Case Layout.”

Add Case Layout in Desk

In the “Name” field, type in “ChannelReply.” Then select “Integrations.” “ChannelReply Application (canvas)” should appear. Integrations Layouts

Click on “ChannelReply Application (canvas)” and drag it into your layout. Mouse over it and click the pencil icon that appears.

Pencil Icon in Desk

Set the height to 300, then click “Save” to finalize your changes.

Customize Desk App Height

To finish adding ChannelReply to your Desk Case layout, just click “Add.”

Add Integration Layout to Desk

Set “ChannelReply” to “Default.” Then click on “Admin” in the upper left and select “Next Gen Agent.” Please note that ChannelReply will only appear in the Next Gen Agent interface.

Choose Default Desk Layout

Open any case. You will see “CHANNELREPLY APPLICATION” under “CASE DETAILS.” When you receive messages from marketplace accounts connected through ChannelReply, the order information and other important details will appear here.

ChannelReply in Desk

Congratulations! You have now completed the integration process. Be sure to read our other how-to articles on Amazon integration and eBay integration to complete the setup process. If you have any questions or run into any issues, please don’t hesitate to contact us for assistance.