Project Insight for Zendesk Support: Getting Started

Install the Project Insight for Zendesk Support in Project Insight > Administration > Get Add Ons: 

Click Install

Click Configure

You'll need to authenticate and allow Project Insight to connect:

Configuration Options

Easy configuration options include:

1. Your Zendesk Support URL
2. Nickname for App
   • You can change this default
3. Users
   • QUICK TIP: Map your PI users to your Zendesk users using the hyperlink
     • Zendesk is really picky about actual users making updates in Zendesk
   • Do you want this integration to automatically create INACTIVE users in PI if we don't find a matching email address?

Default Options

1. Should Zendesk support tickets create Project Insight issues
   • Should this happen automatically in real time?
   • If unchecked, tickets must be converted to a PI issue manually
2. Should Project Insight create tickets in Zendesk
   • Should this happen automatically in real time?
   • If unchecked, tasks must be converted to a Zendesk ticket manually