Auvik SaaS Management’s integration with Zendesk allows you to automate common employee lifecycle tasks - granting and revoking access to the applications when needed to ensure compliance and give techs time to work on higher value tasks. See real-time, in-depth license data to help you maintain control over your software usage and spend. This includes a breakdown by license type, associated usage details, and last login timestamps.
For frequently asked questions about Zendesk SaaS Ops Integration, click here.
For how to uninstall Zendesk SaaS Ops Integration, click here.
Prerequisites
Before installing the Zendesk integration, ensure that you have:
- Required Auvik SaaS permissions to install integrations
- From the Partner Hub: Default Admin
- From the Client Hub: Client Admin
- A valid account for Zendesk with any necessary administrative privileges required
- An active subscription for Zendesk
- Any necessary API keys or access tokens (if applicable)
We recommend using a dedicated account with all integrations. This allows you to set a role with minimal permissions. The integration will stop working if this user’s account in Smartsheet is deactivated.
Configuration & Setup
The Zendesk integration can be configured using OAuth2 protocol or Basic Username and Password.
Required Account Permissions
- Read all User Data
- Write all User Data
If Authenticating using OAuth
- Select Configure
- Enter your Zendesk domain name
- Click Connect
- You may be directed to login to Zendesk in a new browser tab - grant permissions to Workato if asked
If you have configured the integration successfully you will be taken back to Auvik Saas Management and the Integration will showcase as Connected.
If using Basic
- Select Configure
- Enter your Zendesk domain name, username and password
- Click Connect
- You may be directed to login to Zendesk in a new browser tab - grant permissions to Workato if asked
If you have configured the integration successfully you will be taken back to Auvik SaaS Management and the Integration will showcase as Connected.
How to Leverage Zendesk with SaaS Ops
Review step by step instructions and any additional information specific to this integration including some FAQs.
Available Functionality
Offboarding
- Deactivation: Deletes the user from Zendesk console in both Support and Admin portals. User will lose access to Zendesk. All associated tickets that have a status less than closed will be unassigned.
Onboarding
- Add User
License Data
- License Type Breakdown: a breakdown of the total and unused accounts by license type
- Real-time Updates: On demand license data refresh
- Last Login Timestamp: Showcase the last login time per account
- User Count: See which users have leveraged the licensed account