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How to integrate Zendesk with Okendo
How to integrate Zendesk with Okendo

Instructions for setting up a Zendesk Helpdesk integration with Okendo

Jonathan Fulcher avatar
Written by Jonathan Fulcher
Updated over a week ago

Integrating with your help desk will allow you to automatically open tickets for negative reviews and unhappy customers. To integrate Okendo and Zendesk, you will need to generate and retrieve some Zendesk details and enter them into Okendo. The guide will show you how.

Connecting Okendo to Zendesk

Before you get started, please ensure both Okendo and Zendesk are installed. The Zendesk app can be installed from Shopify here.

1 - Prepare your Zendesk details. You will need the email address you use to log in to Zendesk, a Zendesk API token and your Zendesk domain. Instructions on how to get these are in the sections below.
2 - Navigate to the integrations page in Okendo (Settings > Integrations)
3 - Open the Zendesk section and copy your API Domain, Username (email) and API Key from Zendesk into the corresponding fields

4 - Configure the rules used to create tickets. Okendo supports creating tickets for reviews below a certain rating threshold and/or reviews with a negative sentiment score
5 - Click Save

Generate a Zendesk API Token for Okendo

1 - Login to Zendesk
2 - Navigate to the admin section of Zendesk. This is found by clicking the gear icon in the sidebar

3 - Navigate to Channels > API

4 - Enable Token Access

5 - Add a new Token by clicking the + button
6 - In the API Token Description field, type 'Okendo Reviews'

7 - Copy the text in the API Token field to somewhere safe like a word document because once you click "Save" the token will never be shown again. Note: Once this token is sent to Okendo, you can safely delete your copy.
8 - Click Save

Find your Zendesk Domain

1 - Login to Zendesk
2 - Navigate to the admin section of Zendesk. This is found by clicking the gear icon in the sidebar

3 - Navigate to Admin Home > Overview

4 - Your Zendesk domain can be found in the top right below your profile icon. It should look something like [yourcompany].zendesk.com

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