How to Set Up and Configure Zendesk Plugin

To integrate Zendesk with SupportLogic, you'll need to create an API token. Follow the steps below to create the token, which is required for ongoing integration.

Instructions : 

1. Log in to Zendesk: Ensure you have admin access.
   
2. Access Admin Settings:
   • Click on the Admin icon in your Zendesk dashboard.
3. Navigate to API Settings:
   • Under Channels, select API.
4. Enable Token Access:
   • Go to the Settings tab and enable Token Access.
5. Create an API Token:
   • Click on Add API Token.
   • In the API Token Description field, enter "SupportLogic".
6. Copy and Store the Token:
   • Zendesk will generate a unique API token. Copy and securely store this token as it will not be visible again after saving.
   • Click on the Save button to confirm.

Next Steps:

After completing the steps above, please contact our support team. We’ll proceed with additional configurations on our side to finalize the integration. 

When you reach out, kindly provide the following details:

• User Email: The email of the user who created the API token
• API Token: The generated API token
• Zendesk CRM URL: Your Zendesk instance’s URL

Current Operations supported with zendesk plugin:

• Update Case Status

• Update Case Priority

• Update Case Owner

• Add Case Notes with CC Email Only.

If you need further assistance, please don’t hesitate to reach out to us!