How do I Integrate my Shift4Shop Store with Freshdesk?
Freshdesk by Freshworks is a cloud-based helpdesk software which streamlines customer conversations across channels like email, social media, phone and chat. The following steps will let you integrate Freshdesk onto your Shift4Shop store allowing you to reply to your customer email tickets and fetch basic order information for those customers.
Setup your Freshdesk Account
Before proceeding with the following steps, please be sure to sign up for and create your Freshdesk account.
Shift4Shop Developer Portal
The integration with Freshdesk connects to your store via Shift4Shop's REST API. As such, you will need to create a login on Shift4Shop's Developer portal to create the App that will be used for the connection.
If you do not yet have a Developer Portal login, click on the "Sign up" link to create one. Registration to the Shift4Shop Developer Portal is free and easy. Once you have logged into your Shift4Shop Developer Portal, continue with the next steps below:
When the app is created, you'll be presented with a page detailing the public and private keys for your app along with other settings. These can be ignored for now. For the next steps, you will be setting the permissions for your new app. Look to the right hand side of the page where you will see a section labeled "Select Module" with a series of checkboxes underneath. To continue with the process:
Your application is now saved.
Adding the REST App to your Shift4Shop store
Next, you'll need to add your newly created REST App to your Shift4Shop store. Keep yourself logged into the Shift4Shop Developer Portal and open up a second browser tab for the next steps.
The store will display for your the permissions being used by the app.
The app is now applied to your Shift4Shop store. If you go back to your Shift4Shop Developer Portal page, you will see your store listed at the bottom of the app.
To complete the integration, you will need three pieces of information for the REST API App. Copy and paste the following into a blank notepad or text file:
Once you have these three pieces of information saved to a text file, you can finish the Freshdesk integration.
The REST API App created in the steps above will act as a conduit to the Freshdesk application. The following steps will allow you to connect your store to Freshdesk.
Your store is now bridged to your Freshdesk account. While replying to support tickets left by customers (on your Freshdesk Portal), you will be able to view their contact details as well as fetch their order information as needed.