You will need to be an Admin in both ChartMogul and Zendesk to complete these steps.
In this article, you will learn how to add the ChartMogul widget to your Zendesk Agent dashboard and conversations.
- Visit the Zendesk App Marketplace and install the ChartMogul app.
- Create a new read-only API key.
- Copy your API key and paste it in both the Account Token and Secret Key fields in the app installation page in Zendesk. From here, you can also enable role and group restrictions to limit who can access the app. Click Install.
- Open a ticket in Zendesk to now see the app on the right-hand side. User data will be pulled from ChartMogul if a matching email id can be found.
For further assistance, please contact the ChartMogul team at firstname.lastname@example.org.