Objective

Authorize the Zendesk account your workspace uses so ZenOps WFM can synchronize support data for workforce planning.

Environment

  • You are a ZenOps administrator with access to Integrations.
  • You know your Zendesk subdomain, the part before .zendesk.com in your Zendesk address.
  • You can approve the connection in the Zendesk account you intend to connect.

Resolution

  1. In the ZenOps sidebar, open Integrations. If Zendesk is already listed, select Manage on its row. Otherwise, select Add Integration, then Zendesk.
  2. In Zendesk Integration, check Zendesk Subdomain. For a new connection, enter only the subdomain and select Save Subdomain. For example, if your Zendesk address is company.zendesk.com, enter company.
  3. If the page already shows OAuth connection active, continue to the next step. Otherwise, select Connect with Zendesk and complete the authorization shown by Zendesk. When you return to ZenOps, check for Zendesk OAuth connection successful! and OAuth connection active.
    Note: Connection is not a sync

    OAuth connection active confirms authorization. Run Zendesk Data Sync to bring workforce data into WFM.

  4. In Zendesk Data Sync, select Sync Zendesk Data to bring in the initial Zendesk data. Wait for the result message, then use How To Verify That Workforce Data Is Syncing to confirm the saved sync time and representative records.

If the connection or sync reports an error, follow Resolve A Zendesk Data Sync Problem.