This step-by-step guide will walk you through the Zendesk integration process. Read the following instructions or watch the how-to video below to see how it’s done.
Notes: Click on any screenshot to see the full-sized image. Article last updated 8/28/2019; video last updated 2/17/2017.
1. Sign In
You’ll first need to sign in to your ChannelReply account and your Zendesk admin account. Click “Sign In” to log in to ChannelReply. If you still haven’t signed up, you can click “Start Free 14-Day Trial” to get two weeks of free access.
You can log in to your Zendesk account here.
2. Go to “CRM Settings” and Select Zendesk
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 Zendesk as your service desk.
3. Fill in Your Zendesk Details
We need information about your Zendesk account in order to integrate it with ChannelReply. You will find most of this information under Channels–> API on your Zendesk admin page.
Following the instructions below, copy and paste that information into the appropriate fields in "CRM settings":
Zendesk Domain
Your Zendesk domain is found between https:// and .zendesk.com in your admin page’s URL. It's "channeldev" in this example.
Copy yours and paste it into the “Zendesk domain” field in CRM settings.
Zendesk API Token
Back on the Zendesk API page, click the plus sign to the right of “Active API Tokens.”
Enter “ChannelReply” in the “API Token Description” field, then click “Copy.”
IMPORTANT: Save your token in a secure file. It will not be shown again after you leave this page!
After you have saved your token to your computer or another secure location, click “Save.”
Finally, return to the ChannelReply page and paste your token into the “Zendesk API token” field.
Login Information
Enter your Zendesk agent login email. Once finished, click “Test Zendesk Connection.”
If you have entered everything correctly, you should see a success notification like the one shown. Close the notification by clicking “OK” and then click “Save” so you don’t lose your progress.
4. Install the ChannelReply App for Zendesk
Click the blue “Install Zendesk app” text on the right.
You’ll arrive on the page for our app in the Zendesk marketplace. The app itself is free—there are no further charges for installing it. Click on the blue “Install” button to begin.
On the next page, make sure the correct Zendesk account is selected, then click “Install.”
Zendesk will provide you with a few options on the next page. If you’re happy with them, click “Install.”
Zendesk integration is now complete! You should see ChannelReply in your currently installed apps, plus a success notification in the upper right.
Now, open any ticket in your Zendesk account. If you don't already have the apps sidebar open, click the "Apps" button in the upper right.
The ChannelReply app will appear and display a login screen. Enter the same email address and password you use to sign in to ChannelReply.
After you've finished integrating eBay and/or Amazon, the ChannelReply app will display detailed info about the customer and their order on any new buyer message.
Congratulations—you have completed the Zendesk integration process! Here's what's left to complete setup:
- Follow these instructions to prevent Zendesk's default triggers from sending duplicate replies to your eBay and Amazon customers.
- Read our other how-to articles on Amazon integration and eBay integration.
If you ever need assistance, please don’t hesitate to contact us.
Optional: Enter Custom Fields
One of the most powerful advanced options in Zendesk is custom fields, which allow you to automatically personalize your messages. See "How to Use Custom Fields from ChannelReply in Zendesk Macros" for setup instructions.
Below, you’ll see what your marketplace messages will look like in Zendesk with our app installed and custom fields added. Critical information about your tickets will appear in the app on the right. You will also see the custom fields you created on the left.
What Else Can I Do with ChannelReply and Zendesk?
A complete breakdown of all available features is available in "Everything You Can Do with ChannelReply in Zendesk."
