In this article, we will review the Zendesk connector and the steps to add this connector to PPM Express Time.
Zendesk Connector includes the following Readers which can be used as a source for the suggested time entries:
- Ticket comments (if this reader is enabled, all tickets you update today will be added to PPM Express Time as suggested time entries).
Configuring Zendesk connection
To add Zendesk connector to PPM Express Time perform the following:
1. Navigate to the Settings => Connections => New Connection => Zendesk.
Or you can just click on the Zendesk icon on the Connection toolbar in the upper right corner of any PPM Express Time page.
2. In the Connect Zendesk window provide the Subdomain name.
Click Connect.
3. Sign in to your Zendesk account.
4. Allow PPM Express Time to access your Zendesk account.
5. In the Connect Zendesk window click Create.
To set up the Readers for this connection click on the Zendesk icon on the Connection toolbar in the upper right corner of any PPM Express Time page. The reader is enabled by default, and you can disable it if needed.
Suggested time entries from the selected Zendesk reader will now appear in the Time section. PPM Express Time will now suggest possible time entries from these readers and you will save your time spent on reporting.
Linking Zendesk Brands and/or Groups and PPM Express Time projects.
You can link PPM Express Time project to Zendesk Brands and/or Groups.
If the projects are not linked, the ticket comments will appear as suggested time entries that will not be assigned to any of the projects in PPM Express Time. You can select the required project manually. If the projects are linked by the Project Manager, the suggested time entries will appear for the required project at once. This makes time reporting faster and easier.
Please note: Projects linking is available for users with Administrator and Project Manager roles.
For this purpose perform the following:
1. Navigate to the Projects tab.
2. Choose the desired project in the projects list by marking the checkbox next to it.
3. On the available actions ribbon in the upper part of the page click on the Links.
4. The Links menu will open in the right part of the page. Click the Import button and select Zendesk Brands or Groups.
5. In the Import links window select the Zendesk Group (or Brand) you need to link to the selected PPM Express Time project. Click the Link button.
Save the changes in the Links window.