Planday Connector
Seamless integration between Planday, a leading Workforce Management (WFM) solution and Zendesk.
Seamless integration between Planday, a leading Workforce Management (WFM) solution and Zendesk
The Planday Connector by iMovo helps you integrate Planday, a leading Workforce Management (WFM) solution, with Zendesk Support to give you a comprehensive agent tracking package. Provide managers with a 360° view of agent activities, allowing easy reporting, monitoring and enabling better scheduling. Agents have access to easily log time against tickets, set their current status, and view their logged time for the day, without ever having to leave the Zendesk Support interface.
Agent 360°
Agent data resides both in Zendesk and Planday. With Agent 360° you have the ability to monitor, control and report on agent information and activity, while ensuring that agent data is synchronised between the two applications.
Time Tracking
An accurate time tracking solution that automatically and in a non-obtrusive way, tracks all of the time agents spend in Zendesk, comparing the scheduled work against what was actually completed.
Agent Activity and Insights
Managers have full visibility on their agents' actions and are able to compare time spent by their agents on Zendesk against their schedules and breaks allowance on Planday.
FEATURES
AGENT TIME TRACKING: Smart and automated timelog keeping on ticket activities
SYNC AGENTS BETWEEN PLANDAY & ZENDESK: Integrate agent information between systems
PLANDAY SCHEDULE UTILIZATION: Compare actual schedule against time spent on Zendesk
TRENDS REPORT: Analyze different metrics to identify trends based on time
CUSTOMIZE TIME: Agents can manually add or remove time before submission
AGENT ACTIVITY: View the latest timelog or break entries by your agents
MONITOR BREAKS: Log and report on agent breaks
ADVANCED EXPORTS: Export charts and reports in xlsx, csv, json, pdf, jpg & png
For more information visit our website: https://plandayconnector.com/.
Getting Started with Planday Connector
Install App from Zendesk Marketplace & Complete Registration
1. On the Planday Connector app page, click Install button in the upper-right corner.
2. Open the app by clicking on the Planday logo in the navigation bar.
3. Click Register.
4. Upon registration, an Application ID and Application Secret will be sent to your registration email.
Configure App in Zendesk
1. Go to Apps > Manage and open the Planday Connector app
2. Go to the App Configuration tab
3. Input the Application ID and Application Secret
4. Click on Save Settings
Get Zendesk API Token
1. In the Zendesk Admin Panel, go to Channels > API
2. Click + to add an API Token
3. Click Save
Get Planday API Token
1. Open your Planday portal
2. Go to the Settings tabs
3. Go to Integrations > API Access
4. Click on Create App
5. Configure the App with the required permissions and click Create
6. This will generate an App ID and App Token
Integration Setup
1. Login to your Planday Connector instance here: https://app.plandayconnector.com
2. Go to the Settings tab and click on Integration
3. Input the email used to generate the Zendesk API token in the Zendesk Email field
4. Input the Zendesk API Token
5. Input the Planday App ID and App Token in the Client ID and Refresh Token fields respectively
6. Click Save
7. Select the Default Department. This department will be assumed for agents upon syncing.
8. Click Save
App Details
