By integrating your ZenDesk drive with AutoRFP, you can selectively import documentation for your content library which will be automatically updated every 24 hours as changes are made centrally in your ZenDesk database.
This allows teams to utilize the most up to date documentation for bids and questionnaires, without having to manually update content in the library.
Note: Your admin may need to approve our apps in order to import from ZenDesk. If you need assistance with this please contact our support team.
When importing from ZenDesk you need to link AutoRFP to your ZenDesk account. Each account you link is what we call a connection.
Create Connection
Enter in your ZenDesk domain
Login to give access
Select File
Navigate back to AutoRFP. You can now browse through your ZenDesk content and select the content you would like to import. Once we have confirmed the import with ZenDesk you can continue.
Navigate back to AutoRFP
Once you have navigated back to AutoRFP and the import has been confirmed you will see a green confirmation message. You may now click continue.
AI Import
When importing Documentation through an integration you will be forced to use the AI Import.
Documents uploaded by AI Import will not have snippets that are editable, but you can update the tag(s) for these documents. Documents will be updated every 24 hours if changes are made to them in their base location.
Creating a Zendesk Service Account (Optional)
The AutoRFP.ai Zendesk integration requires read access to your Zendesk in order to synchronise your help documentation. However, for organisations with more stringent security requirements you may prefer to create a specific service account which is only granted access to help documentation in Zendesk.
To create a service account:
Go to the "Create a team member" page in Zendesk and enter a name and email for the service account
Assign a Contributor (Support) role which means the service account will only have access to tickets in its group (which unless you add it to a group means it won't have access to any tickets)
By default, users will only otherwise have access to Guides, but you can confirm what other permissions the service account user has by clicking on that user and going to Roles and access
Once your service account is created, use these credentials when connecting AutoRFP to Zendesk.
Contact us if you have any issues setting up your integration(s): [email protected]