Help & Guides

How to install

Direct answer. Install Ticket Merge on your Zoho Desk portal, have an administrator save the org token once for the whole organisation, then complete the Zoho sign-in so Ticket Merge can read and merge tickets.

  1. Open the Ticket Merge listing on Zoho Marketplace and install it for your Desk organisation. (Private test builds are uploaded under Setup → Marketplace as a private extension.)
  2. Sign in to the Ticket Merge connection flow and authorise Zoho Desk. The scopes requested are Desk.tickets.ALL, Desk.contacts.ALL, Desk.basic.READ, Desk.settings.READ and Desk.events.ALL.
  3. Copy the Ticket Merge org id and org token from the connection page.
  4. In Zoho Desk, go to Setup → Marketplace → Installed Extensions → Ticket Merge → Configuration and save the org token. This is an organisation setting, so each agent does not need to enter it.
  5. Open a ticket. The Ticket Merge sidebar should appear on the right. The dashboard is available from the Desk top More menu as Ticket Merge. Preferences is under the extension’s Preferences tab.

If the sidebar shows that configuration is pending, the administrator needs to re-save the org token on the Configuration tab.

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