Configuration

After installing the Convey application, please follow the configuration steps.

Enter the Title of the application
Enter the Convey API Token (provided by Convey)
Enter the Convey Middleware API Key (provided by Convey)
Enter the Zendesk Api User Email
Enter the Zendesk Api Token
Enter the ID of the Zendesk Agent To Assign Tickets
Enable role restrictions (optional)
Enable group restrictions (optional)

Field descriptions

Title: You may change the Title or use the default name.
Convey API Token: Copy the token provided by Convey here.
Convey Middleware API Key: Copy the API Key provided by Convey here.
Zendesk Api User Email: Enter the email address of the Zendesk user associated with the API Token for your Zendesk instance.
Zendesk Api Token: Enter the token for your Zendesk instance.
ID of the Zendesk Agent To Assign Tickets: Enter the ID of the user or agent that will be assigned as the requester of all tickets generated by the Convey system. Please leave this field empty if created tickets should be unassigned.
Enable role restrictions: This is installer’s choice. It allows you to specify only certain roles that can use the application.
Enable group restrictions: This is installer’s choice. It allows you to specify that only members of certain groups can use the application.

Locating Information

Getting the ID of the user to be the requester of all created tickets: In the Admin panel, select MANAGE > People. In the People panel, locate the person in the Users list that you want to use.

Click on the EDIT link for that person.

In the URL Bar, copy the user’s ID. (https://{subdomain}/agent/users/<ID of the user>/assigned_tickets).

Creating an API Token

Detailed steps are located at this link: Generating a new API token – Zendesk help.

The API Token is associated to the administrator that created the Token. You will need both the email address and the Token for the installation.

Convey

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