Zoho Books - Zendesk Integration

Zendesk is a customer service software that facilitates quicker and easier interaction between businesses and their customers. It lets you prioritize, track, solve customer support queries, and collect customer data all from one place. Integrating Zoho Books with Zendesk will allow your customer support agent to access information of your Zoho Books customers. Information such as the customer’s contact details, transactions, and invoice payments can be viewed inside Zendesk.

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Scenario: A customer has a query regarding their invoice and payment details. Your staff, i.e. customer support agent, views the query from your Zendesk account. When your account is integrated with Zoho Books, they will be able to pull all the data regarding the customer’s invoice status and payment made, within Zendesk.

By integrating Zoho Books with Zendesk, you will be able to fetch:

Set up Zendesk Integration

Setting up your Zoho Books - Zendesk integration is easy.

Prerequisites

You can integrate Zoho Books with Zendesk in a few simple steps. Here’s how:

Search for Books Install Zoho Books from Zendesk Install Zoho Books Details

Access Zoho Books from Zendesk

Once the Zoho Books application is installed, the integration is ready to use. To access it from Zendesk:

Tickets Zoho Books in Zendesk Sidebar

Once you have connected to Zoho Books, you should be able to see the following:

Overview - Gives details on customer contact information including customer addresses, phone numbers, contact persons, and currency.

Comments - Gives you the transaction history of the customer including payment details with date.

Sales - Lets you view the customers invoices and payment details.

Disable the Integration

The integration would be disabled when you uninstall the Zoho Books application. Once the app is disabled, you will no longer be able to lookup information from Zoho Books while resolving customer’s issues. To disable the integration:

Disable
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