Viio integrates to your Freshdesk account allowing you to manage it efficiently. With the information from the integration you will have clarity and perspective on Freshdesk users and their activity, licences you pay for vs licences you need, which makes app management transparent and straightforward.
Integration prerequisites
User must have Admin or Account Admin permissions in Freshdesk to be able to generate API token that will allow you to successfully add Freshdesk integration
Daily export of ticket activities shall be enabled for Viio to get access to your usage data. Please read more here.
Installation Steps
Generate API token using the steps provided in this article.
Get the Site URL of your Freshdesk account
The URL is unique for your Freshdesk instance. You can obtain this by copying the URL after logging into Freshdesk (e.g. https://viio.freshdesk.com)
Go to Integrations center and click on the Freshdesk app in order to connect.
Provide your
API TokenandFreshdesk site URL
Validate your authorisation data and proceed with installation steps on the screen.
Notes on permissions
Since you generate a personal token for us, Viio will have the same permissions as your Admin account has. However, we only perform a limited amount of operations with your data, such as:
Read your agents information
Read usage information
Deactivate an agent
All the information stored is encrypted and managed safely. To find out more about our security policy, please read here.