User resource library

Hello, I am trying to restrict the web widget to only appear for users with the user tag “administrator” and it does not appear to be working.I am repurposing one suggested for organizations: https://support.zendesk.com/hc/en-us/articles/4408820799130/comments/4967400163482 for (var c in HelpCenter.user) { if (HelpCenter.user[c].tags.includes("administrator")){     zE('messenger', 'show');} else     {zE('messenger', 'hide');}}

The aim of syncing Zendesk and Jira is to get both systems to share data about updates automatically. But when more than one Jira instance is involved, you need to find a way to keep some comments private from the purview of the other Jira instance.I’ll show you how to sync these side conversations using Exalate. Use Case DescriptionA customer support team (Zendesk) is in contact with a team of developers (Jira D) and a QA team (Jira Q). When a comment is made on the Zendesk ticket, the admin can apply macros, and configuration will determine whether it is meant for Jira D or Jira Q. 

There is more than one way to improve your customer service, and moving to Zendesk is one of them. And just as there’s more than one way to import data to Zendesk, the painless and custom-rich way is via Help Desk Migration. No doubt, the automated data migration to Zendesk makes things simpler and quicker. It doesn’t require coding skills or special preparation. Moreover, you can resume your customer service operations immediately - ticket field mapping and customization ensure the migration is smooth and full-scale. Let’s check the benefits of switching to Zendesk with Help Desk Migration. Quick onboarding Ticket field mapping On-the-go custom field creation Preserved data relations

Syncing data between Zendesk and Salesforce allows organizations to unify both sales and support data without context-switching or manual request processing. Since neither platform can share data natively, you’d need native or third-party solutions to get the exchange to work. These integration solutions bridge the communication gap and handle data transformation across platforms. Without wasting much time, let me show you how to map and sync Zendesk and Salesforce custom fields and statuses using Exalate, a bidirectional third-party solution.  Status and Custom Field Update: Zendesk to Salesforce Use CaseYou can create a custom field in your Salesforce Case to reflect data from a custom field in a Zendesk ticket.

Many template-based integration tools are available to solve the needs of the most common use cases. On the other hand, script-based solutions like Exalate are perfect for setting up deep integrations between tools like Zendesk, Jira, Salesforce, etc.  However, such tools might seem overwhelming to non-technical users. To prioritize giving users the means to implement any kind of integration easily and accurately, at Exalate, we introduced AI Assist, an integration co-pilot.  Now scripting for integrations no longer consumes enormous amounts of time and

To sync statuses between Jira and Zendesk, you need a third-party integration solution.I’ll show you how to implement this use case with Exalate.Jira Zendesk Integration Use Case: Issue Status SyncChanging the status of your Jira issue will also update the status of the corresponding Zendesk ticket. Let me show you the requirements and challenges:Primary RequirementsEvery time a user changes the status of the Jira issue, the linked Zendesk ticket also reflects the status change. For this to work, you’d need to establish

Hey there! Just wanted to share the setup guide found HERE, available for eesel AI app integration, to make it easier for people to access and get started faster.  Eager to hear what people think!

A Jira Zendesk integration can help teams using JSM (Jira Service Management) to connect with those using Zendesk. To get this done, you can always find native integration tools in the Zendesk marketplace but there are limitations on how much you can configure these tools and you can sync only a limited number of entities. To set up an advanced fully bi-directional Jira Zendesk integration, the tool I’ll cover today is Exalate. It has a scripting engine for mapping the incoming and outgoing data on both sides.  4 simple steps to set up your Jira to Zendesk integration Step 1: Install Exalate on both Jira and ZendeskThe Exalate app is available for installation via the

The new search functionality is worse than before. It seems we can no longer filter articles by product. The results appearing when searching are COMPLETELY irrelevant. I'm trying to find information on blocking an email address and search is returning stuff about CSAT, and other features. I'm specifically looking for something I know exists in Admin Center but am having trouble finding. 

Integrating PDF export functionality into the Zendesk Help Center significantly enhances user experience by allowing customers to download articles in a professional format. This feature, tailored for the Copenhagen Zendesk theme, enables a seamless transition from online to offline content, ensuring that users can access, share, or print articles with ease. The implementation focuses on presenting a "prettified" version of the content, which includes a branded cover page and a clean content layout, stripped of website navigation elements, to provide a distilled and focused article ready for export. The customization process involves a series of steps, starting from accessing the theme code editor in Zendesk to editing specific template files and CSS. The guide meticulously outlines how to insert a cover page code, handle embedded videos in printed versions, and introduce a download link or button for user convenience. Moreover, the CSS adjustments are crucial for ensuring th

Hello Everyone! We have created for all users of Tableau Connector for Zendesk a detailed video tutorial on how to create Zendesk reports in Tableau.We hope this tutorial will make your work easier and be useful. Excited to hear your thoughts!

Hello there Zendesk Community, Welcome to our new external resources topic! As our community continues to grow, we've noticed that many members have been generously sharing invaluable insights, knowledge, and tools across the internet. This comes in many forms—newsletters, blog posts, tutorials, videos, and more—not just within our forums but elsewhere. To enable the spirit of community-driven learning and make these resources more accessible, we've created a new space for all of you —The External Resources Topic. The purpose of this topic is to serve as a space for all of your user-created resources, where you can easily share and find these materials all in one centralized location. Whether it's a favorite blog post from a trusted author, an insightful online tutorial, or a webinar with valuable tips and tricks, this is the place to share and discover.  To ensur

Hello there! I just wanted to share with you all a little tool that I made using Google Spreadsheets to backup and restore automations, macros, and triggers. This comes in handy especially if you want to save up some costs by using other platforms. This is not 100% automated in terms that you need to run the script manually every time you want to backup/restore something, but it helps a lot. You can find the tool with its instructions in the following link: https://github.com/juliofslt/Zendesk-restore-and-backup-tool I know the code can be improved a little more to be shorter/more efficient, but I haven't had the time to do it. Either way, if you have any recommendations/advice, let me know! Hope you find it useful! :)  

We've just published a detailed tutorial on how to combine ChatGPT with your own customer data and display the results in Zendesk on the FactBranch blog and I thought you all here might be interested. Combining your own data with a GPT prompt is such a powerful way to enhance what ChatGPT can do for you. How it works Load data from your data source (PostgreSQL, MySQL, Microsoft SQL Server, Google Sheets or any RESTful API). Merge that data into a custom GPT prompt. Display GPT's output in the FactBranch Zendesk app. In essence you can use your JSON-formatted data in your prompt and let GPT do the rest. Here are the steps how to do it: You need three accounts: An OpenAI account with API access, a Zendesk acc

Integrating Jira and Zendesk combines the strengths of Jira’s project management capabilities with Zendesk’s comprehensive customer support features.  We’ll discuss a commonly encountered scenario: when an issue is resolved in Jira, a private comment containing the associated Jira issue key is automatically appended to the relevant Zendesk ticket.  In the following sections, we’ll discuss the use case requirements and the step-by-step configuration to set it up using an integration tool called Exalate.    The Use Case Customer support teams need visibility on the ticket status once the dev team starts working on it. Stemming from this need, we had a customer with th

Hi 👋, If you like me, create Zendesk Applications using ZAF (Zendesk Applications Framework) for your Support environment, you can take a look at my boilerplate that I put together. With this boilerplate you can use any front-end framework of your choice - React, Vue, Svelte - and it’s blazing fast. I included instructions in the GitHub repo but feel free to let me know here or in Guthub issues should you have any questions! Repository - https://github.com/OlegGulevskyy/zendesk-vite-boilerplate To give a brief overview of the boilerplate: - Use any framework you want (React, Vue, Svelte)- Framework setup will not be any different to what you are used to see in your normal front end projects.- Boilerplate handles a lot of things behind the scenes so you don't need to worry about how to set it up, with de

Every company stores data in spreadsheets. For those using Google Sheets I have good news! You can show relevant rows in your Zendesk tickets, contacts, deals and chats. We just published a step-by-step video guide on how to display Google Sheets data in the Zendesk sidebar and I thought some of you will find this useful! Here is the video: It only takes a few minutes to set up and all you need is: A Google Sheets spreadsheet that contains your data (e.g. customer data) A Zendesk Support, Sell or Chat account A FactBranch account F

Hi everyone, We have a free and open-source app that allows you to export all your Zendesk macros into simple text files. You don't need any scripts or knowledge about the Zendesk API. You can then make changes to those text files (such as fine and replace) and then bulk import the configuration with a simple command. This supports macros, triggers, views, fields, and anything in between. You can check it out here How to export Zendesk macros and bulk import them with Salto’s free app And here's a video as well on how to do it https://youtu.be/smiolaVsIJU