Zendesk

Install Exalate Classic on Zendesk: Admin Center > Apps > Marketplace > Search "Exalate" > Install > Configure app name/roles > Allow access > Register credentials.

How to Set Up a Connection in Visual Mode for Zendesk

Initiate a Script Mode connection from Zendesk in Exalate Classic. Enter the destination URL, select Script mode, fill in connection details, and send the invitation code to your destination admin.

How to Accept the Connection Invitation in Script Mode for Zendesk

Set up a Basic Mode connection from Zendesk in Exalate Classic. Syncs questions, incidents, problems, and tasks — with summary, description, comments, and attachments. No Sync Rule editing allowed.

Initiate a private Basic Mode connection from Zendesk in Exalate Classic. Use "I don't have a URL" to reach a private network instance, copy the invitation code, and send it to your destination admin.

Initiate a private Script Mode connection from Zendesk in Exalate Classic. Use "I don't have a URL" to reach a private network instance, fill in connection details, and send the invitation code to your partner.

Manually sync a Zendesk ticket in Exalate Classic using the Exalate button in the ticket view. Choose Exalate to create a new entity on the destination, or Connect to link two existing ones.

Set up a local Script Mode connection between two Zendesk projects in the same instance using Exalate Classic. Enter your own instance URL as the destination to keep sync within a single Zendesk account.

Set up a local Visual Mode connection between two Zendesk projects in the same instance using Exalate. Configure sync filters, field mappings, and sync direction — no Groovy required.

Set up a local Basic Mode connection between two Zendesk projects in the same instance using Exalate Classic. All comments sync as public — no Sync Rule editing allowed.