Connecting Magento to Zendesk Seamlessly

• September 23rd, 2020

magento to zendesk

Are you looking to connect Magento to Zendesk? We have exactly what you’re looking for – all the steps involved in the process of connecting Magento to Zendesk. We also have an easier method to do it in an efficient and automated manner. Read ahead to know more about the easier solution.

Here’s a snapshot of what you will be looking at:

Hevo, A Simpler Alternative to Integrate your Data for Analysis

Hevo offers a faster way to move data from databases or SaaS applications into your data warehouse to be visualized in a BI tool. Hevo is fully automated and hence does not require you to code.

Check out some of the cool features of Hevo:

  • Completely Automated: The Hevo platform can be set up in just a few minutes and requires minimal maintenance.
  • Real-time Data Transfer: Hevo provides real-time data migration, so you can have analysis-ready data always.
  • 100% Complete & Accurate Data Transfer: Hevo’s robust infrastructure ensures reliable data transfer with zero data loss.
  • Scalable Infrastructure: Hevo has in-built integrations for 150+ sources that can help you scale your data infrastructure as required.
  • 24/7 Live Support: The Hevo team is available round the clock to extend exceptional support to you through chat, email, and support call.
  • Schema Management: Hevo takes away the tedious task of schema management & automatically detects the schema of incoming data and maps it to the destination schema.
  • Live Monitoring: Hevo allows you to monitor the data flow so you can check where your data is at a particular point in time.

You can try Hevo for free by signing up for a 14-day free trial.

Connecting Magento to Zendesk

Pre-requisites:

  • You will require either a Magento Community v1.7+ or Magento Enterprise v1.9+ account with complete administrator rights
  • PHP 5.5
  • Make sure that your firewall allows access to Zendesk. 
  • Make sure that the calls to the Extension API endpoints (zendesk/API/customers/ and zendesk/api/orders/) do not have redirects applied by your network, CDN or server configuration

Step1: Installing the Extension

Currently, the Zendesk extension is unavailable in the Magento Marketplace. You can easily download the most recent version of the Magento extension (version 2.4.0) from Github.

Step 2: Uploading the Extension Manually

  1. Download the Zendesk extension.
  2. Use FTP or SSH access for extracting the materials of the src directory into your Magento root directory.
  3. Clear the Magento cache by doing the following:
    • Sign in to Magento admin.
    • Go to System > Cache Management .
    • Click on Flush Magento Cache .
  4. Sign out of Magento admin.
  5. Sign in to Magento admin.
  6. Go to System > Configuration > Zendesk .

Step 3: Setting Up Permissions

In case of custom roles setup on your Magento admin it is important to select the correct permissions these roles have on the extension.

  1. Go to the Roles page by navigating to System > Configuration > Permissions > Roles .
  2. Click on the role you wish to set permissions for.
  3. Choose Role Resources on the lefthand tabs.
  4. Select the permissions that you want to grant the role. 
    • Zendesk Dashboard – It allows access to all the extension admin features.
    • Dashboard – It allows access to the ticket dashboard.
    • Bulk Actions – It enables you to perform bulk actions on the ticket dashboard.
    • Create Ticket – It lets you create tickets.
    • Launch Zendesk – Disabling this hides the Launch Zendesk menu.
    • View Logs – It allows you to view the API logs.

Step 4: Linking Magento Store to Zendesk

Using the Setup Guide

The setup guide is easy to use and is the quickest way to configure your settings. All you have to do is click on the Setup Guide button in the Setup section on the Zendesk settings page of the Magento extension.

After going through the setup guide, you’ll find yourself back on the cconfiguration page for Magento with each field filled out. Finally, you have to select the views you want to see on your Zendesk dashboards.

  1. Go to the Zendesk configuration page by navigating to System > Configuration > Zendesk.
  2. Select the views you that should be shown.
  3. Save this configuration.

Manual Configuration

This method is suitable if you already have a Zendesk account.

The first step involves entering the general details. This allows Magento to connect with Zendesk.

  1. Go to the Zendesk configuration page by going to System > Configuration > Zendesk.
  2. Input your Zendesk domain.
  3. Input an agent email address and token.
magento to zendesk

(Image source: https://support.zendesk.com/hc/en-us/articles/203660046-Magento-Installing-the-Zendesk-extension-for-Magento)


You need a token for a more secure way of authenticating rather than storing the agent’s password in Magento. To generate a token, simply login to Zendesk and then go to Manage > Channels > API > Token. Copy and paste this token into the Agent Token field.

  1. Save this configuration.

After you have saved the general configuration options, you must select the views you want to be shown in Magento.

  • Go to the Zendesk configuration page by navigating to System > Configuration > Zendesk.
  • Select the views that should be shown.
  • Save this configuration.

Conclusion

However, if you are dealing with dozens of other data sources, the manual method will be tiring and even ineffective. In order to deal with data transformations and resolve errors, you will need dedicated resources and expertise. Also, you only get meaningful results from your data by unifying data from all your sources without conflicts. Hevo effectively combines all your customer data in real-time with its over 150+ integrations. Hevo can easily bring data from your Sales and Marketing Apps, Analytics Tools, Databases, and more.

You can now load Zendesk data to any Data Warehouse such as Redshift, BigQuery, Snowflake, or a destination of your choice without writing code in just a few minutes for free with Hevo.

Try Hevo out by signing up for a free trial!

If you have any further queries, get in touch with us in the comments section below.

No-Code Data Pipeline for Magento and Zendesk