You just need to create the fields and manage which ones you want to synchronize in the administration view.

• Create the user fields and the ticket fields you need to synchronize .Please see below the requirements to have a successful synchronization.

• The synchronization works with all types of fields (dropdown, date, long text…)

• Both fields (ticket and end-user fields) must have the same type.

• Warning: You must disable “Tags on users and organisations” (Admin/ Settings / Customers) to have the synchronization for dropdown fields.

• The tickets tags can stay active. If “Tags on users and organisations” remains enabled, please do not synchronize dropdown fields.

• To synchronize the standard user fields phone number, Twitter and Facebook accounts, you just need to create the ticket fields (you don’t need to duplicate them on the end-user record).

• Create a check box named « Synchronized »: This field is required to launch the synchronization one time. You mustn’t display this field in any forms or put it as required for any of the agents or end-users.

• Install the app

• Set up the app's name (such as « Synchronized ticket and user »)

• If the check box « Show synchronized fields on the ticket view » : is enabled, the synchronized fields will be shown in read only, if not they will be hidden.

• Fill the administration panel with the ticket ID field only for the synchronization of the standard fields: phone number, Twitter account, Facebook account. (the ticket field ID is a number)

• Fill the administration panel with the ticket and user ID fields to synchronize your custom fields (the user id field is a string)

• Click on the « Update » button when finished

• A window in the sidebar automatically shows the information synchronized

• The synchronized tickets fields can’t be updated by the ticket, you can only update them on the end-user record.