Using Zoho Desk for Jira

This guide will take you through the steps to effectively use Zoho Desk for Jira add-on.

Before proceeding with this guide, please ensure that the Jira project mapping is configured. If it is not, contact your administrator for assistance.

Accessing the Zoho Desk add on

Open an issue within your Jira Project.

The panel will be located at the right hand side of the issue view.

Linking Modules

Click on the "Link Module" button within the widget.

Select the Zoho module you want to link.

Then, search the module by name or pasting the URL.

When configuring Tickets synchronization, you have two options to choose from:

  • Auto Sync Enable this option to automatically sync tickets between Jira and Zoho Desk. When this option is active, any updates made to tickets in one system will be automatically reflected in the other, ensuring data consistency and up-to-date information across both platforms.

    Coming Soon: Auto Pull from Zoho Desk!

    This upcoming feature will enable automatic pulling of ticket updates from Zoho Desk to Jira, further enhancing the synchronisation process.

  • View Only Enable this option to set the tickets to read-only mode. With this setting, the push and pull functionalities will be disabled, meaning updates will not be automatically synchronized between Jira and Zoho Desk. This option is useful if you need to restrict editing and maintain a view-only status for the tickets.

Note that: Contacts and Accounts is View Only at the moment.

Configure Synchronisation

You can modify synchronisation settings by clicking Configure in the linked module section.

In the settings, you can adjust synchronisation options.

Click Save when you are done.

Push / Pull Modules

To push and pull modules, locate the Push or Pull button within the panel.

Pushing modules will update the corresponding Tickets with the latest data from Jira issue.

Pulling modules will update Jira issue with the latest data from Zoho Desk Tickets.

Details

Details dialog displays the fields and information related to the selected module. It provides a comprehensive view of the module's details, allowing users to quickly access and review important information.

The fields in the details panel can be configured according to your preferences. This means you can choose which fields to display. Please ask your administrator for assistance.

Need Help?

If you encounter any issues or have questions, please contact our support team at atlassian@mybytes.tech. We're here to assist you!

Last updated