To integrate Zoho Desk as a helpdesk provider (to enable you to provide ticketing and chat capabilities within your HelpShelf widget) you will need to set the App ID and Company ID.
Please note, we currently only support Zoho Desk. We do not support Zoho SalesIQ.
First, you'll need to login to your Zoho Desk account by heading to https://accounts.zoho.com/signin?servicename=ZohoSupport. Once logged in, click on the Settings icon, which can be found top right of the site. As per the screenshot below:
This will then reveal a full page menu. Once this has loaded, click the ASAP option, which can be found on the left hand side. As per below:
What you do next, depends on whether you have already created a Chat instance or not. If you do not see any active Chat widgets in this list, then you will need to create a new one, by pressing the Create web add-on button.
Once you have created your new Web Add-On, or if you already had a widget in the list, you will want to hover over the item to reveal a couple of buttons on the right hand side. Click the 1st item on the left - which looks like a browser window with some code in it - we have circled this below.
Clicking this will reveal the code you would usually need to insert in order to install the widget onto your site. In this case, HelpShelf will be installing the script for you - but we do need you to extract the App ID and Company ID from this script.
The first image below, shows you where the App ID is located.
So in our case, our App ID is 344576000000101600.
Next, copy the Company ID, which can be found just after the App ID and after the orgId= text. As highlighted below.
In our case, the Company ID is 680116297.
Copy this code and enter that into your HelpShelf setup form in the App ID and Company ID fields.
You should now be setup :)
Please don't forget to remove the original Javascript code you installed on your site for this provider. HelpShelf automatically loads this for you so you don't need to load it manually yourself as well. Doing so will cause issues. If you passed custom settings or user properties to this provider via the original Javascript code and you are not sure whether they will be carried through to your HelpShelf setup, then please contact us.
