The Support View app provides visibility to support tickets that clients have opened from the Zendesk interface. This article covers specifics about integrating with Zendesk. These are required in order to complete the integration.
Zendesk Company ID
A Zendesk company ID is required to connect each company to Zendesk with its respective client record in ClientSuccess. This can either be done one by one as clients are added to ClientSuccess, or it can be done in bulk by sending them to us as a csv import via firstname.lastname@example.org. The import MUST include the Zendesk Company ID and the client name EXACTLY AS IT IS IN ClientSuccess. If the company names are not exactly as they appear in ClientSuccess, we will not be able to match them to the Zendesk ID.
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 (as long as 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 into Zendesk, load this URL in your browser:
You’ll need to replace “[subdomain]” in the sample URL above with your actual Zendesk subdomain.
If you have more than 100 organizations, 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 code. Simply copy and paste it and send it to email@example.com 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 the Zendesk name MUST match the ClientSuccess name exactly in order for us to properly pair the two.