Zendesk integration for updating OKRs created in Huminos


Introduction to Zendesk integration

 Huminos provides integration with Zendesk to get progress updated without having to switch away. Huminos Zendesk integration allows users to connect their goals and have them automatically update progress when Zendesk is updated. Admin on huminos platform can create a connection between huminos and Zendesk.


Enabling the Zendesk integration

Step 1. Go to the integrations menu inside the Admin section of the Huminos platform (Admin -> Integrations). Under Progress Tracking Integrations, select Zendesk. 


Step 2: Click Add Connection.

Step 3: Enter the Zendesk Connection Name, Zendesk Domain, and the API Key generated from Zendesk. 


API tokens are managed in the Zendesk Admin Center. To create a new token, you need to go to Zendesk Admin Center > Apps and integrations > APIs > Zendesk API. In this section you need to activate the "Token access" and then click on "Add API token" to generate a new token. Do remember to copy the newly generated token to be used as API Key in huminos.

Step 4: Click Save.

While in most cases one connection is enough, Huminos allows you to connect with multiple Zendesk instances. Click Add connection’ to add another instance. You can add names to your connections to differentiate them. These names are displayed to members when they link their OKRs to Zendesk.
On successful app integration, you will start seeing Connect to a data source option while adding/updating your objectives.




Connecting the Zendesk connection to an OKR

Once you have configured the connection, the next step is to start linking OKRs to the stories or epics in Zendesk.
While creating or editing an OKR, click on Connect to a data source. From the drop down menu, select Zendesk.

Select a connection, and Select target dates for which date is to be fetched from Zendesk

Choose the agent for which you want to fetch data from Zendesk

Choose the tracking metric using which you want to measure the progress.

Click save and continue with updating your OKR


Refer to the data beneath for more details on the Zendesk tracking metrics supported.
  1. Number of tickets - Progress is calculated based on the total number of tickets for the agent between the specified dates
  2. Number of closed tickets - Progress is calculated based on the total number of closed tickets for the agent between the specified dates

Huminos pulls in new updates from Zendesk every 60 minutes. However, you can also manually refresh to pull in any new changes.


Remove Huminos Zendesk Integration

Admin of the Huminos platform can disable or delete a Zendesk connection from the Admin -> Integrations section. 
  1. Click on the Zendesk integration
  2. Click on the Delete icon to delete Zendesk connection
  3. Click on the Green toggle button to disable the connection

    For any questions, please reach out to us at help@huminos.com