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Zendesk Integration

Device42 discovery keeps your infrastructure documentation up-to-date, and with the Zendesk connector, your help desk can access IT infrastructure information via support tickets.

Benefits of the Device42-Zendesk Integration​

With the Device42-Zendesk integration, you'll benefit from the ability to:

  • Click links integrated into Zendesk that jump you directly to the relevant IT infrastructure CI details page in Device42
  • Attach any part of your discovered IT infrastructure in Device42, including devices, racks, parts, and PDUs, directly to your Zendesk tickets
  • View details like device type, device service level, and serial numbers stored in Device42 directly within Zendesk
  • Customize Zendesk by adding your discovered Device42 infrastructure items as columns in your Zendesk custom views

Set up the Integration​

Before creating an External Integration in Device42 and installing the integration plugin in Zendesk, you need to create a Zendesk API Token.

As a prerequisite, ensure your Device42 Cloud Connector is configured (under Tools > Integrations > Cloud Services) to allow communication between Device42 and Zendesk.

Create a Zendesk API Token​

  • To begin, open Zendesk and click the gear icon on the left sidebar of the Zendesk interface. Then navigate to Apps and integrations > API configuration to enable API token access if it's not already enabled.

    Zendesk enable API token access

  • Go to Apps and integrations > API tokens and generate a new API access token using the Add API Token button.

    Zendesk add API token

  • Name the new API token Device42 Integration, or something similar, and then copy the token value and save it in a safe and retrievable location.

    Zendesk generate API token

Add a Device42 External Integration​

Next, enable the Zendesk integration from Device42.

  • Head to Tools > Integrations > External Integrations and click the Create button.

  • Under Type select Zendesk.

  • Enter the URL of your Zendesk instance.

    Configure External IntegrationConfigure External Integration
  • In the Token field, use the plus icon and create a new Secret. Enter your Zendesk username followed by /token in the Username field (for example, name@company.com/token). Then paste the Zendesk API token into the Password field.

    Add new SecretAdd new Secret
    note

    Per Zendesk instructions, when authenticating with token access, add /token to the end of your username.

  • Save the new Zendesk integration and then copy the new Verification token, as Device42 generates a new token on saving.

    Save new verification tokenSave new verification token

Now it's time to install the Zendesk add-on.

Install the Device42 Add-On for Zendesk​

To begin installing the Device42-Zendesk integration, head to the Zendesk marketplace. If you have trouble with the link, check that you are signed in to your Zendesk account.

  • Search for Device42 Connector to locate the integration add-on.

    Zendesk Marketplace D42 App

  • Click the Zendesk marketplace Install button, choose the name of your account from the dropdown, and click Install to continue the installation.

    Select account

  • Name your integration. We used Device42 connector for Zendesk in this example.

  • For the Token field, provide the Verification Token you saved from the Device42 External Integration setup steps above.

    Plugin installation settings

  • Enable role and group restrictions if desired. (In the example, we left them disabled at this stage.)

  • Click Install to complete the integration installation.

Use the Zendesk Connector​

Once the plugin is installed, you can associate CIs (Configuration Items) from Device42 with tickets.

  • In Device42, head to any device, building, room, or CI of your choice, and find the Zendesk section:
Add or link ticketAdd or link ticket
  • Click + Link to Zendesk ticket to link an existing ticket by entering the ticket's ID or URL.

  • Click + Add New to add a new ticket:

    Create ticket formCreate ticket form
  • Click Submit.

You'll receive email confirmation that the ticket was created. You can now also see your new ticket listed as an attachment:

Ticket attached confirmationTicket attached confirmation

You'll see any tickets you've created in Zendesk with a link to the associated CI in Device42:

D42 CI on Zendesk Tickets