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Integrate Zendesk Repository
  • 26 Aug 2024
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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. You can either fetch all the content or only the content from particular 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

your title goes here

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 whole repository or from a specific folder in your repository.
    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 you have created an Integration request, your repository is listed under the Integrated repositories in the Processing state.

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  • Once all the content is indexed, you can access them on the Whatfix dashboard.
    RB_DB_CRclickrepo

  • The repository links fetched are added to Self Help and Task List in the same way Whatfix links are added.

  • If you have Smart Context enabled, you must 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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