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Zendesk PSA - Setup Preferences

Written by Owen Parry

Updated at July 27th, 2024

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Table of Contents

Make sure you send in your Integration Setup Documents For New AutoElevate Tickets

Once the API token has been set up and AutoElevate is successfully communicating with your Zendesk PSA server, and once your preferences have been received, we will continue with the following steps:

  • Setup of the configuration between AutoElevate and Zendesk
     
  • Linking of users and companies
     
  • Testing of the system

     

Make sure you send in your Integration Setup Documents

Please review the following items and then compile your preferences in the associated spreadsheet (Zendesk-NewMSPInfoCollection.xlsx) and upload it to the secure OneDrive link provided to you in your PSA Integration Setup ticket.

Click to Download
Zendesk-NewMSPInfoCollection.xlsx

 


To better understand the different preferences, please go into Zendesk, open a new ticket, and examine each item mentioned to decide how you want the system to work.

For New AutoElevate Tickets


  1. What Ticket Type should AutoElevate tickets be set to? Typically, this would be task, but it is according to your preference.
     
  2. What Ticket Priority should AutoElevate tickets be set to? Typically, this would be high, but it is according to your preference.
     
  3. What Status should AutoElevate tickets be set to:

    • Initially when they are created? Usually, this would be new.
       
    • When you approve/deny the AutoElevate Request? Usually, this would be solved.
       
    • When they are completed? Usually, this would be close.
       
    • If something doesn’t work correctly with the elevation? Usually, this would be open.

 

 

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