Overview

Expiration Reminder integrates with Freshdesk and allows you easily import agents and contact and also create Freshdesk tickets when items are about to expire reducing your data entry times.

 

Things to know before you begin

  • Contacts in Expiration Reminder are matched with users in Freshdesk based on their email address. Make sure that email addresses in both systems are up to date and that they match for the same users.
  • You need to have a Freshdesk account already created to be able to connect to Freshdesk.

Setting up the Freshdesk integration

If you already have an Expiration Reminder account and want to integrate with your Freshdesk account, follow these steps:

  1. Go to Your Account on the top menu and click on Integrations.er-slack-1
  2. On the screen, look for Freshdesk under help desk. Click on the green Connect button.er-freshdesk-1
  3. A screen will show up asking for your Freshdesk API key and your Freshdesk URL domain. You can this information here.er-freshdesk-2
  4. Once you enter the API key and domain URL, you will need to configure Freshdesk for your Expiration Reminder account.

Configuration options

You can configure your Freshdesk integration by going to Your Account on the top and clicking on Integrations. From there, look for Freshdesk and click on the blue Configure button.er-freshdesk-3

Syncing agents

You can sync agents from Freshdesk into Expiration Reminder so you can assigned them as contacts on expiration items. Any synced agent will be added as a contact on Expiration Reminder.

If there are any users that can be synced automatically, it will indicate so on the configuration screen. Just click on the Sync Agents to Expiration Reminder and the process will start automatically.er-freshdesk-4

For agents that can’t be sync automatically, the green button will show with the message Manually Sync Agents to Expiration Reminder. Click on the button and a screen will show with details about agents on Freshdesk that aren’t on Expiration Reminder.er-freshdesk-5

You can add the agents just by clicking on the Add link button and they’ll be added as contacts automatically.

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If you’d like to Ignore an agent, just click on the ignore link and it won’t show up on the users to be synced table.

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Syncing contacts

You can sync contacts from Freshdesk into Expiration Reminder so you can assigned them as contacts on expiration items. Any synced contact will be added as a contact on Expiration Reminder.

If there are any contacts that can be synced automatically, it will indicate so on the configuration screen. Just click on the Sync Contact to Expiration Reminder and the process will start automatically.

For contacts that can’t be sync automatically, the green button will show with the message Manually Sync Contacts to Expiration Reminder. Click on the button and a screen will show with details about contacts on Freshdesk that aren’t on Expiration Reminder.

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You can add the contacts just by clicking on the Add link button and they’ll be added as contacts automatically.

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If you’d like to Ignore  a contact, just click on the ignore link and it won’t show up on the users to be synced table.

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Creating a ticket

Expiration Reminder also allows you to create a ticket in Freshdesk when an item is about to expire. This allows to reduce the entry time on Freshdesk and is useful if you’re tracking expiration dates for contracts for example.

To configure an expiration item to create a ticket when is about to expire, click on the Freshdesk tab when creating or editing item. In the screen tick the checkbox Create a task and then select the agent to whom the task will be attached to. Keep in mind the agent had to be previously synced from Freshdesk into Expiration Reminder.

You can also enter the priority, the status of the ticket, a subject line and a description.

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Need more help?

Don’t worry, just send us an email to support@expirationreminder.net and we can assist. This also includes if you have any suggestions for tasks that you would like our integration to be able to do.