There are several ways to start synchronization in Exalate for Zendesk:
- By creating a trigger
- Using Bulk Connect
- Using the Exalate button
How to create a trigger?
To configure the trigger, please follow the steps below:
1. Go to the Connections tab in the Exalate admin menu and select the connection to edit
2. Create trigger
3. Select what entity you would like to synchronize
4. Specify the search query in the If field
Use the Zendesk search syntax to specify the filter query. Below you can see an example
Zendesk search: sync issues of type ticket with status open
type:ticket status:open
Sync tickets with ticket type INCIDENT and priority Urgent
type:ticket ticket_type:incident priority:urgent
Toggle to activate the trigger. In case the toggle is disabled, the trigger won't work.
4. Add trigger
How to use the Exalate button?
To start ticket sync right from the ticket view, follow the steps below:
1. Open the ticket you want to sync
2. Click Apps → Exalate
3. Click Exalate
4. Select a connection to use for the sync
