The Support View app provides visibility to support tickets that clients have opened. This article covers specifics about integrating with Zendesk, required as part of completing the integration.
A company ID is required to connect each company in Zendesk with it's respective client record in ClientSuccess. This can be done individually as clients are added to ClientSuccess or in bulk, by sending them to us to import via the messenger below.
Automatic ID pairing
Once Zendesk has been activated and you've connected to your instance inside ClientSuccess (Global settings > Apps & Integrations > Support Integrations > Zendesk), notify us via the in-app chat and (if the client names in Zendesk and ClientSuccess match exactly) we can get the IDs paired automatically.
Obtain an individual Zendesk company ID
Obtain all company IDs
Getting the Zendesk IDs is simple. Once you are signed in, load this URL in your browser:
You’ll need to replace “[subdomain]” with your actual Zendesk subdomain.
If you have more than 100, you’ll have to add a page number onto the end of the URL, like this:
The results that appear on the screen will look like some code. Copy and paste it and send it over via the messenger below and we will be able to extract the org IDs from that and import them into ClientSuccess.
NOTE: If you do not have an external ID that you are pairing, we will default pair to the customer name which then the Zendesk name must match the ClientSuccess name exactly in order for us to properly pair the two.