Disconnect Zendesk Integration

Cloud Voice supports one active helpdesk connection at a time. Before you link Cloud Voice to a different helpdesk provider (for example, moving from Zendesk to another service), you must first remove the current Zendesk connection using the steps below.

Note

The helpdesk integration lives in the Cloud Voice web portal under Integrations > Helpdesk. If you are only reconfiguring Zendesk (not switching providers), you do not need to disconnect it.

Remove the connection

1. Sign in to the Cloud Voice web portal and open Integrations > Helpdesk.

2. In the upper-right corner, select Cancel Integration.

   

3. When the confirmation window appears, choose OK.

Caution

Disconnecting clears every setting tied to the integration (API credentials, sync options, and mappings). Cloud Voice does not keep a copy, so if you reconnect Zendesk later you will have to set it up again from scratch.

What happens next

Once you confirm, the following occur:

• The link to Zendesk is removed.
• All integration settings are cleared.
• The phonebook and contacts that were synced during the integration stay on Cloud Voice.

Tip

Your synced contact data is not deleted. While the integration is active those records are managed by the sync, but after you disconnect they remain on Cloud Voice and become fully editable, so you can keep or adjust them before setting up a new helpdesk.