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Magento 2 by Zenplates

View customer and order details from your Magento 2 store(s) in Zendesk Sell

4 reviews

설치

95

호환:

Sell

개발자

Zenplates

This powerful yet intuitive integration app delivers customer and order information from your Magento 2 store(s) directly within Zendesk Sell. The user interface has been designed to ensure you have access to the right information at the right time, eliminating the need to switch back and forth between screens and allowing you to focus on what matters.

One price, all features

There are no extra extensions to install or hidden/minimum monthly costs. Simply install and configure the app in your Zendesk account and instantly gain access to sales information within Zendesk Sell. Every subscription unlocks the following powerful functionality:

View orders and customers

  • View the order history of the current customer

  • Search for customers to view their order history

  • Search for orders across the entire store

  • View order summary information, including increment IDs, created dates, totals and status

  • Sort and filter the list of orders

Access order details

  • View detailed product line item information

  • View order shipments and tracking details

  • View payment information, including refunds and discounts

  • View customer contact details

  • View customer lifetime value

  • View order comments

Perform important actions

  • Add comments to an order

  • Toggle an order’s on-hold status

  • Cancel an order

Subscribe now to lock in our introductory pricing and automatically receive new features as they are released. The following functionality is coming soon:

  • Create invoices

  • Create shipments

  • Refund an order (fully or partially)

  • Re-order on behalf of customers

The team at Zenplates are passionate about building software that facilitates great customer experiences.

In addition to our range of custom apps for Zendesk Support and Sell, we make Zendesk Guide themes to take your Help Center to the next level. A better customer self-service experience will delight your customers and take pressure off your hard-working agents, ensuring that your hard won deals don't end up churning.

We take feedback and suggestions seriously, so if you would like to contribute to the app roadmap contact us with your suggestions!

설치 방법

You need administrator permissions in both Magento 2 (Open Source or Commerce) and Zendesk Sell to set up the integration.

  1. Create a new integration and generate an Access Token in your Magento store.

  2. When creating the integration, be sure to provide access to the Sales, Catalog, Customers and Stores resources, all of which are required by the app.

  3. Click the Free trial button in the Zendesk App Marketplace to set up the Magento app in your Zendesk Sell account.

  4. Enter the domain of your Magento store, which is the URL without the https:// and trailing slash. For example, www.mystore.com.

  5. Enter the full URL of your Magento store. For example, https://www.mystore.com.

  6. Enter the Access Token from the first step.

  7. Select which app features you would like to enable for agents.

  8. Click on the Install button to finalize the installation and enjoy the benefits of having Magento and Zendesk work seamlessly together.

If you need any assistance during or after installation, please don't hesitate to contact our Support team

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