Step 1: Enter Details
Navigate to the integration page and enter the required details:
-Company ID
-Domain
-API Key, Ticket type
-Criteria Filters
Step 2: Click Submit
- Click the submit button to trigger the integration process.
Step 3: Validation Check
- The system will verify the entered domain and API key by making a request to the Freshdesk API.
- If the API key or domain is incorrect, a warning message will be displayed, and the integration will be halted.
Step 4: Agent Synchronization
- If validation is successful, the system will proceed to sync all agents from Freshdesk to our system.
- This process will ensure that the latest agent data is available in our system.
Step 5: Integration Completion
- Upon successful synchronization, the integration process will be marked as completed.
- Users will receive a notification confirming the successful integration."