Sync Help Desk

#Let's do it together!

#Step 1: Navigate to Training

Click on Training in the left menu to access the training section.



#Step 2: Select Help Desk

Choose Help Desk from the available options to proceed with the integration.



#Step 3: Sync Help Desk

Click the Sync Help Desk button to initiate the import process.



#Step 4: Choose Platform

Select the Help Desk platform from which you want to import data.



#Step 5: Proceed to Next

Click the Next button to continue with the integration.



#Step 6: Select Space

Choose the desired Knowledge Base for importing data from the dropdown menu.



#Step 7: Import Ssources

Decide whether to import all sources or select specific ones using the dropdown.



#Step 8: Enable Auto Sync

Check the Automatically Sync checkbox to keep your articles updated with the Help Desk.



#Step 9: Click Import

Finally, click the Import button to start the data import process.



#Step 10: Monitor Progress

View the import progress in the bottom right corner of the screen.



#Step 11: Manage Imported Data

After import, select the Sources in the sources list below to manage your imported data.



#Step 12: Enable Auto Sync

Ensure that Auto Sync is enabled or disabled for specific articles via the checkbox.



#Step 13: Save Changes

After making changes, click Save Changes at the bottom right.



#Step 14: Filter Data

Use the Search bar or Filter button to filter your imported data effectively.



#Step 15: Edit or Delete Data

Select the three dots for the source material to Edit or Delete it as needed.





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