| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) • Helpdesk (helpdesk) |
| Lines of code | 1182 |
| Technical Name |
odoo_helpdesk_zendesk_integration |
| License | OPL-1 |
| Website | http://www.techloyce.com |
| Versions | 11.0 12.0 13.0 14.0 15.0 16.0 18.0 |
Zendesk Connector
The Zendesk Connector centralizes all customer interactions in one place, ensuring seamless, personalized, and efficient communication. This leads to more productive agents and higher customer satisfaction. It provides a streamlined system for tracking, prioritizing, and resolving customer support tickets directly within Odoo. The Odoo Zendesk Connector enables seamless synchronization of contacts and tickets between Odoo and Zendesk, ensuring efficient communication by keeping customer data up to date in both systems.
Highlights
API Integration
One click API integration.
Synchronize Tickets
Import/Export tickets from Zendesk to Odoo Helpdesk and from Odoo Helpdesk into Zendesk (Create, update & Delete).
Sync Zendesk Multiple login
Import/Export data from multiple Zendesk login in Odoo Helpdesk.
Tracking Tickets
Simple module for tracking tickets.
Prioritizing tickets.
Prioritizing Tickets from Zendesk into Odoo.
Categorize Tickets
Categorize Zendesk tickets into Odoo Helpdesk.
Synchronize Stage
Specify Zendesk tickets stage into Odoo Helpdesk.
Assign Zendesk tickets to Users
Assign Zendesk tickets to Users into Odoo Helpdesk.
Synchronize Comment
Add comment to the tickets.
Synchronize Automatically
Import/Export data between Zendesk and Odoo Helpdesk.
Zendesk to Odoo Synchronization
- Synchronize Contacts, Tickets, and Messages from Zendesk to Odoo seamlessly.
- Enable selective synchronization for different modules.
- Allow users to specify a custom date range to filter records for import or export.
- Display selected start and end dates in the synchronization log.
- Execute data synchronization instantly with the "Execute Instantly" button for urgent updates.
- Allow users to specify an interval and unit for automated synchronization.
- Schedule automated synchronization at regular intervals via scheduler settings.
- Map Zendesk ticket statuses to corresponding stages in Odoo Helpdesk.
- Import and display Zendesk ticket priorities (e.g., Urgent, High, Normal, Low).
Synchronization History and Logs
- Provide a detailed synchronization history with timestamps, operations performed, and logs of changes.
- Highlight errors or skipped records for easy troubleshooting.
User-Friendly Configuration
- Simplify module configuration with clear toggles and guidance for selecting sync options.
- Include tooltips or help text for new users to understand each feature.
Performance and Notifications
- Notify users about the status of synchronization jobs (e.g., success, failure, or pending).
- Optimize sync operations to handle large datasets efficiently.
- Include progress indicators for long-running sync tasks.
Zendesk Settings
Zendesk Operations
Custom Date Range
Zendesk Connector History
Auto Scheduler
Zendesk Module - Installation Guide for Odoo
For On-Premise Odoo
- Place the module folder in your Odoo Addons directory.
-
Ensure the requirements.txt file is included in the module folder with the following content:
- zenpy == 2.0.19
-
Run the following command to install the dependencies:
pip install -r requirements.txt
- Restart your Odoo server to load the newly added module.
- Log in to Odoo, go to Settings, and enable Developer Mode.
- Navigate to Apps → Update Apps List and click on Update.
- In the Apps menu, search for the module by name and click Install.
For Odoo.sh
- Add the module folder to your custom add-ons directory in your local development environment.
- Commit and push the changes to your Odoo.sh Git repository.
-
Include a requirements.txt file in the repository's root directory with the following content:
- zenpy == 2.0.19
- Odoo.sh will automatically install these dependencies during the build process.
- Push the changes to trigger a new build. Verify that the build completes successfully.
- Log in to your Odoo.sh database, go to Apps, search for the module by name, and click Install.
Configure Zendesk Credentials
- Navigate to the Zendesk Settings menu in Odoo.
-
Fill in the required fields:
- URL: Your Zendesk instance URL.
- Email: Your Zendesk account email.
- Password: Your Zendesk account password.
- Click the Test Connection button to ensure the credentials are correct.
Yes, the app works perfectly well with Odoo Enterprise (On-premise and Odoo.SH) as well as Community. Odoo Online (Cloud) does not allow installation of third-party apps and hence this app cannot be installed on Odoo Online.
Upgrades are not free. If you require any customization, you can contact us. We offer support for 60 days after purchase. For further information you can contact us at https://techloyce.com/contact-us or read our support policy.
License Terms
Package is non distributable and can only be used by the organization which is buying the package. The pricing is only for this package and associated version. For any new purchases, cost associated with the new release will be charged.
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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Hello,
I would like to try out the module before purchasing it. Would this be possible?
Thank you for your feedback.
Best regards!
Data for demo
Hello my email es legranddidous@gmail.com
Re: Data for demo
Hi Edgar,
Demo instance details have been emailed to you on the provided email address
Regards,
Techloyce Support
Odoo demo for testing
Sorry, I don't think I explained myself well. Not mastered English well. I meant that they had an odoo environment to test the module???
Thanks greetings
Re: Odoo demo for testing
Hi Edgar,
Thanks for reaching back to us. Yes we have test environment to give you demo. For that please share your email address so we can share demo environment details.
Regards,
Techloyce Support
Demo
Hello, good morning, I am interested in the module, can I see a demo?
Thank you,
Re: Demo
Hi Edgar,
Good Morning ! Thanks for showing interest in our module. Please share your email address and someone in the team will reach out to you to book an appointment.
Regards,
Techloyce Support
Pre-buy question queries
Dear sir/mdm,
Can I ask some questions before placing order?
1) does it support odoo 17?
2) does it support all the Zendesk version?
3) What limitations should I notice?
T.S.Li
Re: Pre-buy question queries
Hi,
Thanks for getting in touch with us.
1. We will provide you updated package for v17
2. Our connector works with Zendesk Support
3. No, there are no limitations as such
Regards,
Techloyce Team