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Once the External Connector and UDF are configured, you can start using it in Time Entry and Time Card Import. Also see our Workflow Management System User Guide which explains how this works for your end users.

 

Configure Zendesk

This section explains how to configure the Zendesk connector.

 

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Fill out the form using the settings described in this table.

FieldDescription
CodeUse this to uniquely describe your connector.
Connector TypeSet this to Zendesk Ticket V2. Zendesk's API is currently on v2. This number may change as they release updates to their software.
Base URL

The root of your Zendesk instance URL.

Example:

https://mycompany.zendesk.com

Enable Item SearchWhen entering a time card in Projector, allow the resource to search for Zendesk tickets.
Enable Time ImportWhen using Time Card Import, allow user to pull time cards from Zendesk

Resource Identifier

Resource Field Name

???

These two fields are used in conjunction.

For Resource Identifier you must choose User Defined Field and select the Zendesk User ID field. . If you haven't already configured a

You'll need tdo select Choose from the dropdown how you want to match a Projector user with their JIRA user.

This should be "assignee".

In layman's terms, you are asking "please find a JIRA user where assignee=[Resource Display Name] (or email, or JIRA ID, etc)

See Assignee.

Project Identifier

Project Field Name

???

These two fields are used in conjunction. Choose from the dropdown how you want to match a Projector project with a JIRA project.

This should be "project".

In layman's terms, you are asking "please find a JIRA project where project=[Project Code].

See Project.

Key Field Name

Leave this blank.

Search Field Names 

Leave this blank.

Search Constant Filters 

If you want you can append additional querystring parameters. For example, if you only want your connector to find JIRA issues created this year:

created>2016-01-01

You can also combine search terms. For example, only find Zendesk tickets that are open and were created this year.

status:open and created>2016/01/01

A full list of search APIs are available here.

 

 

 

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Now go to the User Defined Fields Editor and associate your new connector with time card UDFs.

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