Using the Configly Zendesk Marketplace app – Configly Help Centre

What the app does

The Configly Zendesk Marketplace app is a free nav bar app that scans your Zendesk instance for configuration issues and displays the results directly inside the admin experience. It is free forever with no trial, no credit card, and no subscription required.

The app shows:

Risk score (0-100) showing overall configuration health
Findings grouped by severity: critical (broken references, deleted dependencies), warning (inactive items, missing best practices), and info (optimisation suggestions)
Configuration summary with item counts across all object types (triggers, automations, macros, views, fields, SLA policies, and more)

Installing the app

Find Configly in the Zendesk Marketplace

You can also go to Admin Centre > Apps and integrations > Zendesk Marketplace and search for Configly.

Install the app

Click Install and confirm the installation.

Access the app

The Configly icon appears in your left nav bar.

Connecting for the first time

Open the app panel

Click the Configly icon in the nav bar to open the app panel.

Start the connection

Click "Connect to Configly". An OAuth authorisation popup opens.

Authorise access

Review the permissions and click Allow on the Zendesk consent screen.

Wait for the scan

Configly automatically syncs your instance and runs a health check. Results appear within about a minute.

Note

The OAuth popup may stay open after you approve access. You can close it manually. Your connection is already established.

If you do not already have a Configly account, one is created automatically using your Zendesk email address.

Reading your results

The results view includes several key components:

Risk score gauge at the top of the panel. Scores above 70 (red) indicate high risk, 40 to 70 (amber) is medium risk, and below 40 (green) is low risk.
Severity summary bar showing counts of critical, warning, and info findings.
"Needs attention" section listing critical and warning findings. Click any finding to expand its details.
Info findings are collapsed by default. Click "Show info findings" to expand them.
Instance overview grid at the bottom showing the number of items for each configuration type.

Refreshing your scan

Click "Refresh scan" below the instance overview to re-sync your Zendesk instance and get updated findings. This is useful after making configuration changes. Your previous results remain visible while the new scan runs.

Exploring the full Configly dashboard

Click "Explore your Configly dashboard" at the bottom of the app panel to open a personalised report. This shows your health check findings alongside the features available in the full Configly platform: change history, visual diffing, what-if simulation, dependency mapping, and safe deployment of configuration changes.

Tip

The Configly dashboard shows you exactly what changed in your Zendesk configuration, when it changed, and who changed it. You can simulate the impact of changes before pushing them live.

The marketplace app is completely free. Upgrading to the full Configly platform is optional.

Troubleshooting

The OAuth popup does not close after I approve access

This is a known browser limitation when authorising apps within Zendesk. You can close the popup manually. Your connection has already been established successfully.

I see a "Session expired" message

Your app session lasts 24 hours. When it expires, click "Connect to Configly" to re-authorise. Your previous scan results are preserved.

The app is not loading or shows an error

Ensure you have admin access to your Zendesk instance. Try refreshing the page. If the issue persists, contact help@configly.app.

No findings are showing after connecting

The initial scan takes about one minute. If you see a loading indicator, wait for the scan to complete. If the scan finishes but shows no findings, your instance is healthy.

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