Exalate

Exalate is a decentralized solution, meaning that it should be installed on both sides of the connection. Get Exalate for Zendesk via this listing (please find installation tutorial here). To install Exalate on other supported platforms, visit Exalate integrations.

You can use Exalate as a cloud application or deploy it on your premise.

This guide is for the cloud application. To deploy it on your premise, follow this guide.

Click Install.

If you have multiple Zendesk accounts, select the one you want to install Exalate on and click Install.

Before installation, you need to configure the app.

You can update the name of the app and give access to certain roles and groups.

Click Update.

Select Exalate from the left side panel.

Click Allow to give Exalate access to read and write data.

On the Registration screen, put in your info.

Exalate uses this info to:

a) Verify your instance.

b) Activate an evaluation license.

c) Create an admin account to receive error notifications.

Select Agree and submit.

You will then get an email to complete our security check.

After clicking "Agree and Submit", you should accept our End User License Agreement (EULA). You can access it via the Exalate Trust Center.

Open your email and select Verify Exalate instance.

You will be redirected back to your Exalate console.

Click Continue.

Permissions for the proxy user:

Exalate requires a dedicated Zendesk admin as a proxy user.

The proxy user can restrict the roles or groups who can access Exalate. You can simply enable or disable the restrictions when installing the app or managing the app settings.

Now to integrate Zendesk with other ITSM tools, you need to:

1. Install Exalate on Zendesk.

2. Install Exalate on the other platform.

3. Connect the two instances.

4. Configure your sync rules and decide what you want to share.

5. Set up triggers to automate your sync.

6. Start syncing!