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Exalate syncs your data through connections between two instances, or locally on the same instance. You can establish a public, private, or local connection.

In Exalate for Zendesk, there are three configuration types of connections:

  • Basic—a connection can be established for a limited set of issue fields. Recommended for use cases of basic complexity.
  • Visual—a connection between instances is established using a single visual interface. Requires admin access to both instances. Recommended for use cases of basic to intermediate complexity.
  • Script—each side of the connection is set up separately with groovy-based script sync rules. Recommended for more complex and advanced use cases.

Check out common Exalate use cases.

Basic connections

Check out how to set up a Basic connection in Set up a Basic connection in Exalate for Zendesk.

Visual connections

Check out how to set up a Visual connection in Set up a Visual connection in Exalate for Zendesk.

Script connections

Check out how to set up a Script connection in Set up a Script connection in Exalate for Zendesk.