This step-by-step article will guide you through the Zendesk integration process. Read the following instructions or watch the how-to video below to see how it’s done.
Note: Click on any screenshot to see the full-sized image.
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":
Your Zendesk domain is found between https:// and .zendesk.com in your admin page’s URL. In this example, it’s “channelreply.”
Copy yours and paste it into the “Zendesk domain” field in CRM settings.
Zendesk API Token
If you don’t have any API tokens yet, click “add new token” to have Zendesk make one for you. Then copy it and paste it into the “Zendesk API token” field.
Enter your Zendesk username in the “Zendesk agent login” field and your password in the “Zendesk agent password” field. Then 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. Enter Custom Fields (Optional)
Zendesk integration is now complete! However, we recommend scrolling down and clicking Open Advanced Options. This will let you manage Zendesk custom ticket fields to better organize your tickets.
By checking off “Duplicate Custom Field information to message body,” you can set important fields to appear inside your Zendesk tickets in addition to the sidebar.
Alternatively, you can hide unneeded ones.
You can also give each one a custom title. If you’re happy with the default titles shown in light grey, click “Generate custom fields in one click.” This will fill in all the custom field titles.
Clicking on any field will give you the options to remove it or save your changes. You can also rewrite any title as desired—just be sure to click “SAVE” afterwards.
Clicking “Remove” will delete the current title for that field and prevent it from appearing in Zendesk. If you ever wish to add it back, simply type in a new title.
Below, you’ll see what your marketplace messages will look like in Zendesk. Critical information about your tickets will appear on the right, under “ChannelReply.” You will also see the custom fields you created on the left, revealing additional data like the item’s title, listing link, and ID.
When you’re happy with your custom fields, go back to your Zendesk admin page and go to Manage–> Ticket Fields. Here you can review and edit your custom fields anytime.
Congratulations—you have completed the Zendesk integration process! Be sure to read our other how-to articles on Amazon integration and eBay integration to complete the setup process. If you ever need assistance, please don’t hesitate to contact us.