Oomnitza integrates with Zendesk bidirectionally. Because of this, the setup requires users to complete steps in Zendesk and Oomnitza.
Navigation
Creating the Service Desk integration
Install the Oomnitza app in Zendesk Marketplace
Before you begin
Generate an API token in Zendesk for the Oomnitza integration. To complete these steps, you must have an administrator account.
To generate an API token, complete the following steps:
- Log in to your Zendesk account.
- Go to Admin Center>Apps and integrations>Zendesk API
- In the Settings tab, click Add API token. Make sure to copy and store your API token.
Creating the Service Desk integration
- In Oomnitza, click Configuration > Integrations> Credentials.
- Click Integrations List View
.
- On the Integrations page, scroll down to the Service Desk Integrations.
- Click the Zendesk tile.
- Click Next.
- Enter your Zendesk subdomain, username, and API token.
- Click Connect.
- Select the desired mappings. We recommend mapping the Requestor field to the Oomnitza Assigned To field.
- Click Next.
- Choose the fields that you want to display in the Oomnitza tab in Zendesk. Ensure that the fields you select are editable or read-only as appropriate. To verify this, go to Assets > Customization and select your field from the list. For further information, refer to Creating Custom Fields in Oomnitza.
- Click Finish to complete the installation
Install the Oomnitza app in Zendesk Marketplace
- Log in to your Zendesk account.
- Go to Admin Center>Zendesk Support apps>Marketplace
- Search for the Oomnitza Enterprise Technology Management app.
- Click Install and select your Zendesk account.
- Click Install. The app is added to your Zendesk instance.
- Enter your Oomnitza URL, for example:
https://mycompany.oomnitza.com.
You have the option to define user access to the app in your Zendesk instance. - Click Install.
Result
The plugin should now be displayed in Admin Center>Zendesk Support apps> My Apps
Next steps
For information on adding tickets to assets in Oomnitza or adding assets to tickets in Zendesk, click on the following links.
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