Article Summary
Integrate your Zendesk account with AutoRFP to automatically import and update documentation in your content library. Content syncs every 24 hours, ensuring your team always uses the most up-to-date documentation for bids and questionnaires without manual updates. Optionally create a service account for organizations with stringent security requirements.
Estimated Time
10-15 minutes
Prerequisites
Administrator or Content Manager permissions in AutoRFP
Access to Zendesk account with appropriate permissions
Zendesk admin approval (may be required for some organizations)
Zendesk domain name
Understanding of which Zendesk content contains relevant documentation
Step-by-Step Instructions
Step 1: Create Zendesk Connection
When importing from Zendesk, you link AutoRFP to your Zendesk account. Each account you link is called a connection.
Navigate to your AutoRFP dashboard and select Add Content.
Select Import Documentation.
Click Activate an Integration and select Zendesk. The integration will automatically appear if you've activated the integration in your Organizational Settings.
Click Connect Account.
Step 2: Enter Zendesk Domain
Enter your Zendesk domain name in the provided field.
Click Continue or Connect.
Step 3: Login to Give Access
You will be redirected to Zendesk to authenticate.
Log in with your Zendesk credentials (or service account credentials if using one).
Grant AutoRFP the necessary permissions.
Click Allow or Approve to authorize the connection.
Step 4: Select Content to Import
Navigate back to AutoRFP after granting permissions.
Browse through your Zendesk content in the file selector.
Select the articles or help documentation you would like to import.
Click Continue.
Step 5: Confirm Import
Wait for AutoRFP to confirm the import with Zendesk.
You will see a green confirmation message when the import is successful.
Click Continue to proceed.
Step 6: Configure Content Settings
Review imported documents in your content library.
Assign tags to organize imported content (optional).
Documents are now available for use in projects.
IMPORTANT: Review your content library to confirm imported content has finished syncing before importing additional folders. Importing too many folders simultaneously may cause the import to fail.
How to Create a Zendesk Service Account (Optional)
For organizations with stringent security requirements, create a dedicated service account that only has access to help documentation in Zendesk.
🙋🏽 Why do I need to create a service account?
The AutoRFP Zendesk integration requires read access to your Zendesk. A service account allows you to grant limited permissions specifically for AutoRFP, restricting access to only help documentation.
Step 1: Create Team Member
Navigate to the Create a team member page in Zendesk.
Enter a name for the service account (e.g., "AutoRFP Integration").
Enter an email address for the service account.
Step 2: Assign Role
Assign a Contributor (Support) role.
This role means the service account will only have access to tickets in its group.
Unless added to a group, it won't have access to any tickets.
Step 3: Verify Permissions
By default, users will only have access to Guides (help documentation).
Confirm permissions by clicking on the user.
Navigate to Roles and access to review what the service account can access.
Step 4: Use Service Account Credentials
When connecting AutoRFP to Zendesk, use the service account credentials instead of your personal credentials.
💡 Tips & Best Practices
Have your Zendesk domain name ready before starting
Check with Zendesk admin if approval is required for your organization
Consider creating a service account for enhanced security
Document which Zendesk articles contain relevant content for import
Review Zendesk help center structure before importing
Use service accounts for organizations with strict security policies
✋🏼 Common Mistakes to Avoid
Not considering service account for security-conscious organizations
Entering incorrect Zendesk domain name
Importing too many articles simultaneously
Not obtaining Zendesk admin approval when required
Need Help?
💬 Live Chat: Available in-app
📧 Email: [email protected] or contact your Success Manager directly for urgent support.
📚 Learning Centre: learn.autorfp.ai/en