Supported Ticketing Systems
Frankli supports integration with various ticketing systems, including but not limited to:
Zendesk
Freshdesk
Jira Service Management
ServiceNow
HubSpot Service Hub
Integration Setup Steps
1. Access Integrations in Frankli
Navigate to the Admin Dashboard.
Select 'Integrations'.
Choose 'Ticketing Integrations'.
2. Select Your Ticketing System
Scroll through the list or use the search bar to find your ticketing provider.
Click on the appropriate ticketing system icon.
3. Obtain and Enter API Credentials
Follow the on-screen instructions to retrieve your ticketing system's API credentials (e.g., API key, Client ID, Client Secret).
Enter the required credentials in the provided fields.
4. Authorize Frankli Access
You may be redirected to your ticketing system’s authorization page.
Grant Frankli the necessary permissions to access ticketing data.
5. Configure Data Synchronization
Choose which ticket data you want to sync with Frankli, such as:
Ticket statuses (Open, In Progress, Resolved, Closed)
Assigned agents or teams
Priority levels
Custom fields
6. Finalize Integration
Click ‘Continue’ to proceed.
Upon successful connection, a ‘Connected’ message will appear.
Click ‘Finish’ to complete the setup.
7. Viewing Tickets in Frankli
Once the integration is complete, ticketing data will be accessible in the sidebar view of 1:1 meetings & review cycles.
Troubleshooting & Support
If you encounter issues while setting up the integration, check:
Your API key and credentials are correct.
The ticketing system allows third-party integrations.
The appropriate permissions have been granted.
For additional support, contact Frankli's help team via the chat option in the bottom right-hand corner of your Frankli account.