Tech-Connect Synchroteam Integration for Zendesk

Installation Instructions

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The following must be configured before installing the application from the Zendesk marketplace:

• You need an active Synchroteam subscription (free Synchroteam trial here)

• Generate the authentication key in the Synchroteam application

• Log in to your Synchroteam portal as an administrator.

• Click on the settings icon (gear)

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• Select the "Authentication Key" option under "Mobile and Integrations"

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• Copy the existing key if you have one or use the "Generate New Key" button to generate a new key.

• Use a Base64 encoder to generate the token that will be used by the app.

  • This encoded token is the base64 encoded representation of: subdomain:api-key (use your Synchroteam subdomain which is the part before ".synchroteam.com) Example: saasguyz.synchroteam.com will use "saasguyz:token"

  • ​One option is to use the encoder found at https://www.base64encode.org/. Enter your subdomain followed by a ":" and then the API key you generated, and click encode to generate your token. See the example below:

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• Create a custom ticket field in Zendesk that will be used to capture the Synchroteam job number used to link the job to the Zendesk ticket. You will need the field ID during installation.

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• Search for the "Tech-Connect" application in the Zendesk marketplace and click "Install".

• During the installation, you will be asked to provide the following:

• Your Synchroteam subdomain. Only provide the subdomain part excluding the ".synchroteam.com". For, example: "acme.synchroteam.com" only use "acme".

• The Synchroteam Base64 API token you generated.

• The custom field ID from Zendesk.

• You can set the role or group restrictions to limit access to the app.

• You will only be billed for agents that have access to the app