| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) • Invoicing (account) • Sales (sale_management) |
| Community Apps Dependencies | Show |
| Lines of code | 4609 |
| Technical Name |
tl_zendesk_community |
| License | AGPL-3 |
| Website | http://www.techloyce.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) • Invoicing (account) • Sales (sale_management) |
| Community Apps Dependencies | Show |
| Lines of code | 4609 |
| Technical Name |
tl_zendesk_community |
| License | AGPL-3 |
| Website | http://www.techloyce.com |
Zendesk Connector
The Zendesk Connector brings all customer interactions into a single platform, enabling smooth, personalized, and efficient communication. By centralizing support operations within Odoo, it helps agents work more productively and enhances overall customer satisfaction. The system provides an organized approach to tracking, prioritizing, and resolving support tickets directly inside Odoo. With seamless integration between Odoo and Zendesk, the connector ensures two-way synchronization of contacts and tickets. This keeps customer information consistently updated across both platforms, improving communication accuracy and operational efficiency.
Highlights
Synchronize Tickets
Import/Export tickets from Zendesk to Odoo Helpdesk and from Odoo Helpdesk into Zendesk (Create, update & Delete).
Synchronize Contacts
Import/Export Contacts from Zendesk to Odoo and vice versa.
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.
- Execute data synchronization instantly with the Execute 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.
Synchronization History and Logs
- Provide a detailed synchronization history with timestamps, operations performed, and logs of changes.
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 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.
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