Configly Support

Sync Progress When you run a full sync, Configly shows a real-time progress indicator on the dashboard. It replaces the simple "Syncing..." spinner with detailed per-type status so you always know ...

Instance Settings Instance Settings lets you choose which Zendesk configuration types Configly syncs for each connection. Disabling a type stops future syncs for that type but preserves any existin...

Configuration sync is how Configly pulls your Zendesk configuration and saves it as a snapshot. This creates a historical record you can compare, search, and analyse. What Gets Synced Configly sync...

Global Search The command palette lets you search across all your Zendesk configuration objects from anywhere in Configly. Opening Search Press ++cmd+k++ (Mac) / ++ctrl+k++ (Windows/Linux) from an...

The Dashboard is your central hub for managing and monitoring your Zendesk configuration. It provides at-a-glance visibility into your connection status, configuration inventory, and recent sync ac...

Your First Snapshot A snapshot is a point-in-time capture of your Zendesk configuration. Think of it like taking a photo of your entire setup -- all 41 object types across triggers, automations, vi...

Connecting Your Zendesk Instance Configly uses OAuth 2.0 to securely connect to your Zendesk instance. This page explains how to set it up. What You'll Need Zendesk admin access -- you need pe...

Quick Start Get Configly set up and running in just a few minutes. What You'll Do Create your Configly account and start your free trial Connect your Zendesk instance Run your first configuration ...

v1.2.2 -- Zendesk Read-Only Mode This release introduces Zendesk Read-Only Mode, so you can install Configly without granting write access to your Zendesk instance. It also ships a batch of securi...

Zendesk Read-Only Mode Zendesk Read-Only Mode is a connection setting that restricts Configly to read-only access to your Zendesk instance. Configly can still analyse your configuration, diff snap...