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