## Zoho Billing - Product, solutions, integrations, support, and resources Index

Access the complete documentation index at:
https://www.zoho.com/us/billing/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Integrate Zoho Billing with Zendesk

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 Billing with Zendesk will allow your customer support agent to access information of your Zoho Billing customers. Information such as the customer’s contact details, transactions, and invoice payments can be viewed inside Zendesk.

* * *

**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 Billing, they will be able to pull all the data regarding the customer's invoice status and payment made, within Zendesk.

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

*   **Customer information** - Customer name, billing and shipping address, email address, contact persons, currency, and phone numbers.
*   **Invoice details** - Invoice date, due date, and billed amount.
*   **Payment details** - Amount paid and amount due.

## Set up Zendesk Integration

Setting up your Zoho Billing - Zendesk integration is easy.

#### Prerequisites

*   Ensure that your customer support agent is a user in your Zoho Billing organization.
*   Your customer support agent should have access to your Zendesk account which has Zoho Billing integrated in it.

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

*   **Log in** to your **Zendesk** account.
*   Click **Settings** in the sidebar of your Zendesk homepage and select **Marketplace**.
*   Type Zoho Billing in the search bar and select Zoho Billing.
*   Click **Install** to integrate Zoho Billing to your Zendesk account.
*   In the page that follows, select the Zendesk account to which you would like to install Zoho Billing, and click **Install**.
*   Now select the Zoho Billing app and edit your **General Settings**.
    *   Edit the **Title** of your application.
    *   Enable the **role restrictions** option to restrict your customer support agent from accessing Zoho Billing.
    *   Enable the **group restrictions** option to select the group which should have access to this app.
    *   Enable the **Are you an European Union (EU) customer** option to access the European edition of Zoho Billing.
*   Click **Install** to complete the integration.

## Access Zoho Billing from Zendesk

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

*   Log in to your **Zendesk** account.
*   Click the **Views** tab from the Sidebar to see the **support tickets**.

![Tickets](/billing/images/help/images/integrations/zendesk/tickets.png)

*   Select a ticket that might require you to access Zoho Billing.
*   Click **Apps** in the top right corner of the page.

![Zoho Billing in Zendesk](/billing/images/help/images/integrations/zendesk/apps.png)

*   Select **Sign In** to complete signing in to your Zoho Billing account to fetch customer data. If you have already signed in, then select Zoho Billing from your list of applications, and you will be able to view the data for that customer.

Once you have connected to Zoho Billing, 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 Billing application. Once the app is disabled, you will no longer be able to lookup information from Zoho Billing while resolving customer’s issues. To disable the integration:

*   Click **Settings** in the sidebar from the Zendesk homepage.
*   Select **Manage**.
*   Under the **Currently Installed** tab, click the **Gear** icon near the Zoho Billing logo.
*   **Disable** the Toggle switch to disable the integration.

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