Set up Contact Synchronization from Zendesk

After integrating Yeastar P-Series PBX System with Zendesk, you can enable a one-way contact synchronization to synchronize the Zendesk contacts to a specific PBX phonebook.

Prerequisites

You have integrated Yeastar P-Series PBX System with Zendesk.

Procedure

  1. Log in to PBX web portal, go to Integrations > Helpdesk.
  2. On the Zendesk integration page, select the checkbox of Synchronize Contacts Automatically.
  3. In the Synchronize to Phonebook drop-down list, select an existing empty phonebook or create a new phonebook to store the contacts that will be synchronized from Zendesk.
    Note: The contacts can only be synchronized to an empty phonebook.

  4. Click Save.

Result

On Contacts > Phonebooks, the associated phonebook comes with a label .

When the associated extension receives an inbound call from or places an outbound call to a Zendesk contact, the matched contact information will be synchronized to the phonebook in Yeastar P-Series PBX System automatically.

Note: This is a one-way sync from Zendesk to Yeastar P-Series PBX System, therefore the associated phonebook and the synced contacts are read-only.
Troubleshooting: Fail to synchronize certain contacts?
Incomplete information of contacts can lead to synchronization failure. Make sure the following fields are filled in for the contacts, then perform the directory synchronization again:
  • Either the First name or Last name field is filled in.
  • At least one phone number-related field is filled in.