Empower your support and sales teams with clear visibility to the right data, right when they need it. With the Zendesk and Sugar integration, your teams will be able to stay up-to-date on all relevant records whether they're working in Zendesk or SugarCRM. Created by Fanatical Labs, 2023 SugarCRM Partner Award Winner.
#2247 - not able to add dashlet in sugar
Hi - i was able to install the package and connect. but i am getting stuck at the dashlet. i am not able to see the dashlet when trying to add in sugar (Account, Contact... dashboards). the open to choose the zendesk integration is not there
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8 years ago
Hello, thanks for giving it a try. I noticed through your other conversation that you were able to get your dashlet setup.
But you might still be unable to see data on the Zendesk side. Are you still having issues seeing data? If so, try this:
Go back through the setup process. Go to Sugar > Admin > Zendesk Configuration (it may redirect you to step 4 since you have the dashlet already installed, but click on step 1 at the top). Go all the way through the process again to make sure there is a good connection.
After doing this, go back to Zendesk and refresh the page. You should not see the "Congrats! The Sugar Zendesk app is installed." It should be a different look.
If you're still having issues after trying this, let us know and we can setup a screenshare to figure out exactly what's going on.
Thanks and have a great weekend!
8 years ago
Hi - i went back to sugar as instructed. i went through all the steps from Welcome, license and connect. All were successful. i can see the zendesk dashlet on a specific contact. So SugarCRM side looks like its working. I just dont see any content.
The zendesk side says: Congrats! The Sugar Zendesk App is installed. NEXT STEP: Now you need to download and install the SugarCRM module so you can connect your Zendesk account to your Sugar account. .....
I refresh the zendesk screen, but nothing shows
8 years ago
Thanks for the info. I'm going to followup via email to see if we can setup a time for a quick screenshare. Thanks!
8 years ago
Hi Joseph, I'm going to close out this support case as we were able to get things worked out over our call last week. We'll keep working on the other suggestions you made. thanks!