Synchronize custom objects

Overview

In this destination service, DinMo will export and update attributes attached to a pre-definite custom object, and optionally, insert new records in this object. Note that the custom object should already exist in Zendesk.

To create such an activation, you will need to go through these three steps:

  • Creating a Zendesk destination. Refer to the corresponding section for more info.

  • Creating a segment composed of all the records and their attributes that will be updated in Zendesk. Refer to this step-by-step tutorial to learn how to build segments without SQL in DinMo.

  • Activating the segment to the Zendesk destination to start sending data. Refer to the corresponding section for more info.

Each time the activation will be running:

  • If you ticked the insert mode option, all new records in the segment will be inserted in Zendesk

  • All attributes values that have changed since the last activation will be updated in Zendesk

If you chose not to insert new records, only records of the segment which are already present in Zendesk will be updated.

Destination setup

To start synchronizing objects, you are first required to create a Zendesk destination with the corresponding destination service.

In this process, you must specify which custom object will be updated in this destination. If you wish to update different custom objects, please create one distinct destination for each of these objects.

Learn how to create such a destination in our step-by-step tutorial

Activation configuration

Once the destination has been setup, and your DinMo segment created, you can create an activation to start sending data to Zendesk right away.

Learn how to activate a segment in our step-by-step tutorial

Fields mapping

In the Fields mapping section, you are asked to specify the field contained in your DinMo segment corresponding to the external ID of the target object. This field will be used to link the segment's records to existing records in Hubspot. Zendesk API also requires that you map a Name field, which should not be blank. This will be the name of the record created in Zendesk side.

You can then map any other attribute existing in Zendesk. These attributes will then be updated by DinMo during each activation.

Custom Attributes

In this section, any field you select will be exported as a new custom attribute in Zendesk. The associated field will have the same name in Zendesk and DinMo.

The values of the attributes selected here will then also be updated at each activation.

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