What is a connection?
Surfboard integrates with your existing customer service platforms to pull in your ticket data and create your forecast. We currently connect with 8 platforms, and we are adding more all the time.
Surfboard integrates with Zendesk, Front, Twilio, Aircall, Intercom, Dixa and Kustomer
Covered in this guide
How do I connect my customer service platform?
Connecting your customer service platform is quick and easy.
Go to Connections in settings.
Select your customer service provider from the list and hit connect.
You’ll be taken to another screen to authorise your connection. If you’re connecting with Zendesk, Dixa or Kustomer you’ll need to add some extra information for us to make a connection. Read below for more details.
Your platform will be connected and ready for forecasting.
🔒 We only see your ticket volume, not the content. Read our privacy policy.
Connecting with Zendesk
When you try to connect Surfboard to your Zendesk account, you’ll be asked to enter your subdomain.
Your subdomain is its unique identifier for your organisation in Zendesk.
There are a couple of ways you can find this:
It’s usually included in your URL: https://yoursubdomain.zendesk.com
You can also get a list of Zendesk subdomains that your email address is associated with from the Remind me page.
The remind me page in Zendesk will help you find your subdomain.
Connecting with Dixa
To connect Surfboard to your Dixa account, we’ll need an API token. You’ll usually need to have an admin account for Dixa to find this.
☝ An API token is a unique identifier for your account that authorises us to access information about your data.
In Dixa
When logged into Dixa, go to the Settings page. Scroll down to the Manage menu and find Integrations.
Choose API Tokens as a card and click on Configure API tokens.
Choose the action Add API token.
Give the API token a name that will make it easy to find it in the list, like “Surfboard”. Choose Dixa API as the API version, and click Add API token.
Your token should now have been generated. Copy the token and make a note of it.
Your API token will be a long string of numbers and letters.
In Surfboard
Go to Connections in settings.
Find Dixa from the list and hit connect.
You’ll be shown a field to enter your API token. Paste the token you generated from Dixa and hit save.
Your Dixa account will be connected and ready for forecasting.
Connecting with Kustomer
To connect Surfboard to your Kustomer account, we’ll need an API key. You’ll usually need to have an admin account for Kustomer to find this.
In Kustomer
When logged into Kustomer, go to the Settings page. Scroll down to the Security menu and find API keys.
Give the API token a name that will make it easy to find it in the list, like “Surfboard”.
You’ll be asked to select the roles required by the integration. There are 2 you’ll need to select:
org.permission.conversation.read
org.permission.message.read
Choose not to give the API key an expiry date in the dropdown.
Select create. Your token should now have been generated. Copy the token and make a note of it.
You’ll add the details in a form in Kustomer.
In Surfboard
Go to Connections in settings.
Find Kustomer from the list and hit connect.
You’ll be shown a field to enter your API key. Paste the token you generated from Kustomer and hit save.
Your Kustomer account will be connected and ready for forecasting.
🤔 Got another question, or is there something else you need help with? Chat to us on our online chat or send us an email at contact@teamsurfboard.com and we’ll get back to you.
Happy surfing,
Team Surfboard