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Integrate Zendesk Repository
  • 04 Feb 2025
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Integrate Zendesk Repository

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Article summary

Whatfix enables you to integrate Zendesk with Whatfix to fetch articles from your Zendesk repository and display them as contextual links in Self Help and Task List widgets. Fetch all content or only content from specific folders.

Use the following steps to integrate Zendesk repository:

  1. On the Whatfix Guidance dashboard, click Settings.
    ia_left_nav_settings

  2. Click Repositories.
    ia_left%20nav_repositories%20

  1. Click the Zendesk tile.
    RB_DB_CAggclickzendesktile

  2. Enter the title and URL of your repository.
    RB_DB_CAgg_entercredszendesk

  3. Specify whether your repository is password protected or not.
    RB_DB_CAgg_entercredszendesk

  4. Click Next.
    RB_DB_CAgg_entercredszendesk

Info:

If your repository is password protected, enter your Zendesk username and API token. For more information on how to get your Zendesk API token, see Generate Credentials for Zendesk Integration.
zendesk_credentials_input.png

After you enter your credentials, click Next.

  1. Choose whether you want to fetch content from the entire repository or from a specific folder.
    RB_DB_CAggselectcontent
Integrate all content in your repository Select the All content option.
Integrate specific content in your repository

Select the Specific content option.

Specify what kind of URLs you want to crawl using the URL rules.

URL rule Explanation
Starts With Crawls a URL if it starts with the specified text.
Ends With Crawls a URL if it ends with the specified text.
Equals Crawls a URL if it equals the specified text exactly.
Not Equals Crawls a URL if it does not equal the specified text.
Contains Crawls a URL if the specified text is part of the URL.
Not Contains Crawls a URL is the specified text is not part of the URL.

Combine multiple rules using AND and OR operators by clicking Add More.
add_more_url_rules.png

  1. After the crawler option is configured, click Integrate.

Once the Integration request is created, the repository appears under the Integrated repositories in the Processing state.

Info:
  • Once all the content is indexed, access it on the Whatfix dashboard.
    RB_DB_CRclickrepo

  • The repository links fetched appear in Self Help and Task List in the same manner as Whatfix links.

  • If you have Smart Context enabled, add the global-page tag for the content to reflect in the Self Help widget on your application. For more information, see Add Repository Content to Self Help and Task List.


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