Zendesk
This article is a guide to connect your Zendesk account with Konnektive.
Note: Konnektive users can still use the “Checkout Champ” Zendesk application. A second app under the name “Konnektive CRM” is still in review by Zendesk.
Zendesk Konnektive Integration Documentation
Step 1: Add an API User for Zendesk
Follow the instructions here to add an API User in Konnektive. Take note of the loginId and password for Step 2.
Create the Zendesk plugin.
After creating the user go back to edit and save the user again
The user must have only “ZENDESK” listed in the IP Whitelist field. Do not list any other IP addresses.
The user must have access to the following endpoints:
Update Order
Query Orders
Refund Order
Cancel Order
Query Customers
Add Customer Note
Update Customer
Query Purchase
Step 2: Configure Zendesk
Login to Zendesk and navigate to Admin → Admin Center → Apps and integrations → Zendesk Support Apps → Marketplace
Enter the loginId and password for your Konnektive API user.
Step 3: Test Zendesk
Orders and customer information are retrieved from Konnektive based on the email address used in the Zendesk ticket. Confirm that a Zendesk ticket populates the correct information by opening a ticket created by a customer that exists within your Konnektive account.