Zendesk Integration

Metorik offers a 2-way integration with Zendesk.

Firstly, there's the Metorik app for Zendesk. In a few steps, you can have it set up and displaying your Metorik customer data right in Zendesk.

To begin, click the following link to install the Metorik app in your Zendesk account: Install the Metorik App

On the left of the page, hit the Install App button:

You'll then be asked for an API Token.

You can get this from your Metorik store's integration settings page:

You can choose whether you want to enable any role or group restrictions as well.

Enter that token and install.

Now go to a conversation in Zendesk. If the email of the user matches a customer or order in Metorik, an abundance of useful data about that user will appear on the right side of the conversation.

Make sure to click the Apps Button in the top right-hand corner to open the right side-bar as it's hidden by:

What you see for the customer will depend on if they're a customer or guest, and what data they've provided you (eg. phone number) and how many orders they've made.

The second part of the Zendesk integration brings Zendesk data into Metorik itself.

To start, go to your Metorik store's integration settings page. Click the Connect button for the Zendesk integration.

You'll see a modal asking for your Zendesk subdomain. Enter your subdomain (the part before .zendesk.com in your Zendesk URL):

Click Continue to Zendesk to proceed.

You'll be redirected to Zendesk to authorize the connection. Zendesk will ask you to allow Metorik to access your account:

Click Allow to approve the connection. You'll be redirected back to Metorik and the integration will be active.

Once connected, you'll be able to see conversations you've had with customers in their Metorik customer profiles and orders:

You'll also be able to start conversations with customers from Metorik customer profiles and orders:

Having issues with Metorik's Zendesk integration? Just let us know.