Contents

1. Prerequisites
   
2. Key Features of "Zoho Projects Sync for Zoho Desk"
   
3. How to install the "Zoho Projects Sync for Zoho Desk"
   
4. Setting up OAuth Authorization
5. How to create or add Tasks and Issues from tickets to Projects
   
6. Support
   

Prerequisites

1. You must be the Zoho's Desk Super Admin
   
2. Zoho Desk Professional Edition or Higher required
   

Key Features of "Zoho Projects Sync for Zoho Desk"

1. Link Zoho Desk tickets to relevant projects and tasks in Zoho Projects, ensuring all customer issues are tracked within the appropriate context.
   
2.  Keep project details and ticket updates in sync across both platforms, providing teams with up-to-date information always.
   
3.  Effortlessly convert customer support tickets into actionable tasks in Zoho Projects without leaving Zoho Desk. 
   
4. Bridge the gap between support and project teams, allowing them to work together on resolving customer issues effectively.
   
5. Configure how tickets and tasks are mapped to suit your business requirements, ensuring flexibility in workflows.
   
6. Easily configure and deploy the extension with minimal technical effort, enabling quick adoption by your teams. 
   
7. Reduce redundant communication and manual tracking by automating task creation and data sharing between teams.
   
8. Keep customers informed by linking their support tickets to project tasks and providing real-time status updates.​ 
   

How to install the "Zoho Projects Sync for Zoho Desk"

1. Log in to your Zoho Desk account with administrator privileges
   
2. Click Setup > Integrations > Marketplace
   
3. Search for the extension "Zoho Projects Sync for Zoho Desk"
   
4. Select the extension and click install
   
5. Agree to the Terms and Conditions and click install on the Confirm installation page
   
6. In the installation setup page, select the Profiles and Depeartments that will have the access to the extension
   
7. Click Authorize in the pop-up window to activate the extension
   
8. Click Accept to allow Zoho Workflow to access data in your Zoho Desk account
   

Setting up OAuth Authorization

1. Click on the Authorize button on the right side of the screen.
   
2. Click on the "Create" button to create OAuth Client ID.
   
3. Click on th "Accept" button to integrate with the services for automation feature.
4. You need to authorize the Zoho OAuth connection to establish communication between Zoho and this extension.
   
5. To authorize the account press Authorize button.
   
6. By clicking the "Accept" button you allow DRE IDC to access data in your Zoho account.
   
7. In the Configuration page, insert the "Name" and "Email" of the installtion user and click on "Save."
8. After clicking the accept button "The Zoho Desk Ticket Sync for Zoho Projects extension has been authorized successfully" pop-up will appear.

How to create or add Tasks and Issues from tickets to Projects

To create or add Task

After installing the extension, open any ticket, and you'll find the extension on the right panel under the Marketplace section. From there, you can create or add a task to the selected ticket. You will need to choose the appropriate options to create or add the task to a specific project and assign it to an agent who is a Zoho Projects user.

When creating a task, you'll need to:

- Select the "Portal"

- The ticket subject will automatically become the task name

- Provide a task description

- Choose the project where the task should be created

- Assign a task owner

- Set the task status

- You can attach any files to the task using the "Attachment Files" field.

- Specify the task's start and end dates

Once all details are filled in, click the "Create Task" button to complete the process.

In the next tab, you can view the count of tasks that have been added or created for the specific ticket.

To create or add Issue

After installing the extension, open any ticket, and you'll find the extension on the right panel under the Marketplace section. From there, you can create or add a issue to the selected ticket. You will need to choose the appropriate options to create or add the issue to a specific project and assign it to an agent who is a Zoho Projects user.

When creating a issue you'll need to:

- Select the "Portal"

- The ticket subject will automatically become the issue name

- Provide issue description

- Choose the project where the issue should be created

- Assign a issue owner

- Set the issue status

- You can attach any files to the issue using the "Attachment Files" field

- Specify the issue's end dates

Once all details are filled in, click the "Create Issue" button to complete the process.

Support

Contact Number: +91986839081

Email: support.extensions@nexivo.co

Website: www.nexivo.co