Set up Contact Synchronization from Zoho Desk

Prerequisites

You have integrated Yeastar P-Series Software Edition with Zoho Desk.

Procedure

1. Log in to PBX web portal, go to Integrations > Helpdesk.
2. On the Zoho Desk integration page, turn on Synchronize Contacts Automatically.
3. In the Synchronize Contacts From drop-down list, select the type(s) of contacts to be synchronized from Zoho Desk:

   

   • Contacts: The individuals for whom Zoho Desk users provide support, which are stored in the Zoho Desk Customers > Contact module.
   • Accounts: The companies or organizations for which Zoho Desk users provide support, which are stored in the Zoho Desk Customers > Account module.
4. 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 Zoho Desk.
   Note: The contacts can only be synchronized to an empty phonebook.

   

5. On the Always Query Helpdesk option, decide whether to search contacts in the Helpdesk real-time.

   

   • If enabled, PBX will query Helpdesk in real time for contact information, and support real-time dial search for Helpdesk contacts in the Linkus clients of the associated extension users.
   • If disabled, PBX will only query Helpdesk when there is no matching information found in the PBX company contacts.
     Note:

     • Enabling this feature will increase API usage, so make sure to monitor your quota accordingly.
     • The real-time search is not supported when masked number is enabled.
6. Click Save.

Result

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