Zoho Desk

This tutorial will walk through the process of connecting UltraCart and Zoho Desk.

Pre-requisites:

1. You must have a Zoho Desk account on pricing plan Professional or higher. At this time the UltraCart Zoho Desk extension is a private extension which requires this pricing plan to install.

Follow these steps

1. Login to Zoho Desk

2. Login to UltraCart (separate tab in your browser)

3. Navigate to Configuration → Integrations → CRM → Zoho Desk

4. Click the Connect button

5. Click the Accept button on the Zoho connection screen that should look like this:
   
   

   Open

   

6. Now click the “here” link on the page to open the extension installation screen for Zoho. Configure the departments and profiles the extension should load for. This can be modified later under the Zoho Marketplace Installed Extensions screen.

7. When viewing a ticket, click on the market place icon in the upper right to show the right panel where the extension loads.