Using Configly FAQ

Using Configly

How often should I sync?

It depends on your needs:

• After every Zendesk change — for immediate visibility
• Daily — for active environments
• Weekly — for stable environments
• Before major changes — create a snapshot to compare against later

There's no limit on sync frequency.

What Zendesk plans are supported?

Configly works with all Zendesk plans:

• Team
• Growth
• Professional
• Enterprise

Note: Rate limits vary by plan. Higher plans allow more frequent syncs.

Can I connect multiple Zendesk instances?

Yes. You can connect as many Zendesk instances as you need — production, sandbox, multiple clients. Each connection is managed separately.

How many snapshots can I keep?

Unlimited. All snapshots are stored and accessible for comparison at any time.

How do I search across all configuration types?

Press ++cmd+k++ (Mac) / ++ctrl+k++ (Windows/Linux) to open the command palette. Type to search across triggers, macros, views, fields, and more. Results are grouped by type and clicking a result navigates directly to its detail page.

What is What-If Mode?

What-If Mode lets you simulate configuration changes without affecting your live Zendesk instance. Enable it with the toggle in the navbar or press ++cmd+shift+s++ / ++ctrl+shift+s++. You can:

• Make virtual edits to triggers, automations, macros, views, fields, and SLA policies
• See AI-powered impact analysis of your changes
• Detect conflicts between your changes and existing configuration
• Discard changes at any time — nothing is sent to Zendesk

Learn more about What-If Mode →

Can I export my configuration?

Currently, configuration viewing is within Configly only. Export features may be added in future releases.

How do I disconnect a Zendesk instance?

1. Go to Connections
2. Click the three dots menu
3. Select "Delete"
4. Confirm deletion

Can I use Configly without giving it write access to Zendesk?

Yes. Connect your Zendesk instance in Read-Only Mode. Configly can still analyse your configuration, diff snapshots, map dependencies, run health checks, analyse with AI, and export to GitHub. It cannot modify anything in your Zendesk. You can upgrade to Read/Write at any time from the Connections page. See Zendesk Read-Only Mode.