Zendesk Integration
This feature is currently in Alpha. Be one of the first customers to try it! Please share any feedback with the ChartHop team.
How to setup a Alpha Feature
- Read below for setup instructions and context on how the feature will work.
Overview
Bring your customer support data and other company data into ChartHop with our Zendesk Integration. This integration allows you to pull key dataβsuch as ticket status, requester details, and satisfaction ratingsβdirectly from Zendesk into your ChartHop account.
Places to utilize data from Google Sheets:
- Tables
- Home Page
- Profile Tabs
- Dashboards
- Forms (Text blocks)
- Resource Pages
- Letter Templates
Setup instructions
Installing the application
In Labs, enable "Alpha apps and integrations." You will then see "Salesforce" display on the apps page under the tab "Other available apps." Once you click install, it will guide you to connect your Zendesk account so we can access the data in your objects. Once installed, you can rename the application to better match the data you are pulling in. ChartHop cannot access data that you have not explicitly mapped to ChartHop tables or fields.
ChartHop cannot access data that you have not explicitly mapped to ChartHop tables or fields.
Sync frequency
You can choose to automate this sync and have it run daily, or you can manually run it at your discretion.
Mapping to a table in ChartHop
Note: The table needs to be created first in ChartHop before you can map to it.
All values must match EXACTLY, including any trailing white spaces. If there is a space, dash, or non alphabet character in the name, wrap the name in [""]. You CAN wrap any value in the brackets and quotes.
To map to a column in a table, you need to know the table code name (see below), and the field code name for the column.
You can map fields from different objects within Zendesk. You need to know the name of the object and the name of the field.
In this example, the Zendesk object is Tickets, and the fields we want to map are TicketID and Subject.
ChartHop Table | Zendesk object and field |
|---|---|
SupportTickets.ticketId (this column is marked as unique in the table) | ["Tickets.id"] |
SupportTickets.ticketSubject | "Tickets.Subject] |
- The first field mapped needs to be the unique field. This is a value that does not repeat in its column, and can be as simple asrow number.
- Notice above how the values are wrapped in brackets and quotes. Any field with more than 1 word or special characters MUST be wrapped in those values to be read by ChartHop. However, you can wrap any other values for consistency.
Once all of your field mappers are set, you can click "save mappers" and run the sync.
Salesforce Integration access
Initially, only Owners have the ability to install and edit the Zendesk App.
Fields synced from Salesforce utilize ChartHop's field settingsο»Ώ, so anyone in the organization can be given access to view the data in the corresponding fields.