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Configuring Projects Integration

How Can I...

Enable SkyDesk Projects Integration

To enable the integration

  1. Log into your SkyDesk CRM account with Administrator privileges.
  2. Click (the Settings icon) > Setup > Extensions & APIs > SkyDesk > SkyDesk Projects.
  3. In the SkyDesk Projects Integration page, click Get Started.
    Free Edition users can try this feature for 15 days.

SkyDesk Projects Integration for your CRM Account consists of two main steps.

  • Portal configuration
  • Client account mapping

Portal Configuration

In this step you need to specify two things:

  1. SkyDesk Projects Portal - A portal, in SkyDesk Projects, is a central place where all projects can be managed and accessed. You can configure one portal from SkyDesk Projects in this integration. On integration, all projects associated with the selected portal will be pushed inside SkyDesk CRM and can be managed from within SkyDesk CRM. There are three possible cases under portal configuration.
    • Configure your own SkyDesk Projects portal
    • Configure other user's portal
    • Create a portal in SkyDesk projects
  2. Permissions for SkyDesk CRM users - You need to set the permissions for all the SkyDesk CRM users based on their profiles. On setting the permissions for the profiles, all CRM users under the respective profiles are pushed automatically into SkyDesk Projects. The role of SkyDesk CRM users pushed into Projects is set by default as "Employees". In case the CRM users already exist in SkyDesk Projects before this integration, their roles remain unchanged.

Case 1: Configure your own SkyDesk Projects portal

To configure your portal

  1. Click (the Settings icon) > Setup > Extensions & APIs > SkyDesk >SkyDesk Projects.
  2. In the SkyDesk Projects Integration page, the Choose the Portal picklist field displays all your portals.
  3. Select the desired portal from the list.

Case 2: Configure other user's portal

To configure other user's portal

  1. Click the Configure other user's portal(s) link.
  2. Enter the ZSC Key for the portal and the Email address for which the key was generated.
    The ZSC Key is the SkyDesk Services Communication key.
  3. Choose the portal from the picklist field.
    All the portals under the mentioned email address will be available.

To generate ZSC key in SkyDesk Projects

  1. Log in to your SkyDesk Projects account with Administrator privileges.
  2. Click (the Settings icon) > Setup > Extensions & APIs > APIs > SkyDesk Service Communication (ZSC) Key.
    The ZSC Key and the Email address associated are displayed.
  3. Copy and paste these during the SkyDesk Projects integration with SkyDesk CRM when required.

Case 3: Create a portal in SkyDesk Projects

In case you do not have a portal at all, you can create a new one from SkyDesk CRM.

  1. In SkyDesk CRM, under Portal Configuration, click Create New Portal.
  2. Enter a Portal Name.
  3. Click Create.
  4. Choose the portal from the drop down list and click Save.

    Your new portal is now created and integrated with SkyDesk CRM.

Set Permission for SkyDesk CRM users

To set the permissions for profiles

  1. Select the check boxes for the respective profiles to set Tab Visibility, View, Create, Edit, and Delete permissions to the CRM users.
  2. Click Save.
    If you wish to change the profile permissions in the future, you can do so by clicking on the Edit Configuration link.

Client Account Mapping:

Client Account Mapping is an option provided as part of this integration. In this step, SkyDesk CRM looks for a match between Clients (in SkyDesk Projects) and Accounts (in SkyDesk CRM). Once it makes a match, projects classified under the Clients are automatically associated with the respective matching account in SkyDesk CRM, thus saving you a lot of time and effort.

If you want to map the projects of those client(s) to Account(s) automatically, click Yes, Map matching records. The records are mapped, and an email regarding mapped and unmapped records along with the reason why some records were unmapped is sent to the administrator(s).

If you don't want to use this option, click No, Skip to map records manually later.

Note:

  • Client Account Mapping is a one-time occurrence. Once you skip this step at this point, you cannot go back to automatically mapping clients with accounts again unless you deactivate the Projects portal and associate it back with SkyDesk CRM.
  • Client Account Mapping also involves mapping of Client Users (in SkyDesk Projects) with Contacts (in SkyDesk CRM). This mapping happens in the background and is not displayed for users to see during the integration. However, at the end of the mapping, a Client User listed under a project in SkyDesk Projects will become a Contact associated with that project in SkyDesk CRM.

Manage Users and their Permissions

You can change the permission available to CRM users at any time.

To change permissions

  1. Log in to SkyDesk CRM with administrative privileges.
  2. Click (the Settings icon) > Setup > Extensions & APIs > SkyDesk >SkyDesk Projects.
  3. In the SkyDesk Projects Integration page, click the Edit Configuration link.
  4. Select or clear the checkboxes of Tab Visibility, View, Create, Edit and Delete permissions for each profile as required.
  5. Click Save.

Update SkyDesk Projects ZSC Key

You will need to update the SkyDesk Projects ZSC Key in the following circumstances.

  1. When you want to change your SkyDesk Projects Portal Owner
  2. When you regenerate the SkyDesk Projects ZSC Key for security reasons.

If you do not update the ZSC Key in either case, the integration between SkyDesk CRM and SkyDesk Projects stops working. You will see the following message under the SkyDesk Projects Related List in the Records Details page of a selected module.

In such a case, you must update the new ZSC Key in SkyDesk CRM.

To update the SkyDesk Projects ZSC Key

  1. Click (the Settings icon) > Setup > Extensions & APIs > SkyDesk > SkyDesk Projects.
  2. In the SkyDesk Projects Integration page, enter the new ZSC Key and the associated email address.
  3. Click Save.
    The integration is refreshed and you can continue to work on your projects from SkyDesk CRM.

Deactivate SkyDesk Projects Integration

As an administrator of SkyDesk CRM, you can deactivate SkyDesk Projects from your CRM account. On deactivation:

  • The Projects tab is removed from SkyDesk CRM.
  • All portals and projects added to SkyDesk CRM will be disassociated from your SkyDesk CRM account. Users can continue to work on the projects from their SkyDesk Projects account.
  • Any user with administrator privileges can deactivate the portal and associate another portal to the SkyDesk CRM account.

To deactivate SkyDesk Projects integration

  1. Log in to SkyDesk CRM with administrative privileges.
  2. Click (the Settings icon) > Setup > Extensions & APIs > SkyDesk > SkyDesk Projects.
  3. In the SkyDesk Projects page, click Deactivate SkyDesk Projects.

Related Topics

Overview | Usage | Understanding Roles & Privileges in SkyDesk Projects

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