Important: the CRM integration functionality depends on your license. Review the UNIVERGE BLUE® CONNECT Packages article to determine what packages include it. You may need to upgrade your license to use this feature.

• Installation
• Updating Plugin And Settings

Installation

1. Download the ZIP file with the Plugin.
2. Log into your Zendesk account as Administrator and click on the gear icon in the navigation pane. Click Go to Admin Center

   

3. In Admin Center click Apps and Integrations and choose Upload Private App

   

4. Choose ZIP file with the plugin and click Upload.
5. Click Upload on the next screen.
6. After the App is uploaded you will see the page where you can change name for the app and check plugin settings. You can also set role or group restrictions for the app. 
7. Click Install to finish the process.

Updating Plugin And Settings

• If you need to install new version of the app you can just update it. It is not necessary to re-install the whole app.
  1. To do this navigate to Admin > Manage > Currently Installed. Click on the arrow near the settings icon and choose Update from the dropdown menu.
     
      

     

  2. Select Upload a new version of your App and choose the ZIP file with the new app version.
  3. Click Upload on the next screen. Verify the settings and click Install to update the app.
• You can manage plugin settings by navigating to Admin > Manage > Currently Installed. Click on the arrow near the settings icon select Change settings from the dropdown menu.
  
   

  

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