Help Scout Integration

The Help Scout integration app for Commerce7 is owned and built by a 3rd party developer (Treefrog Digital). For questions regarding custom reports, setup, or support, please contact us at hello@treefrogdigital.com.

App Technical Description

The Help Scout integration for Commerce7 uses secure API connections to display customer and order data directly within Help Scout. When a customer is identified, the app retrieves real-time information, including recent orders, contact details, and key metrics.

Setup Instructions

1. Sign up for a Help Scout account.
2. Install the App on Commerce7

• From the Commerce7 Admin Panel, Go to Apps. (You will need to have Admin Owner role to install the app)
• Search for Help Scout by Treefrog Digital, and click on the app.

• Enter a Secret Key (up to 40 characters). Make sure to save this key, as you’ll need it in the following steps, then click Install.

  

3.  Log in to your Help Scout account as an Administrator or Account Owner

4.  From the menu, select Manage > Apps.

5.  Click the Create button at the top of the page.

6.  Click Create App in the left sidebar.

7.   Complete the form using the following guidelines.

• App Name: Commerce7
• Callback URL: https://helpscoutapp.tfdapps.com/?tenantId={tenantId} 

Replace the {tenantId} with your own Commerce7 tenant ID. You can find this in your Commerce7 URL, before .admin.platform.commerce7.com

In the example above, the tenant ID is treefrog-digital, the Callback URL would be: https://helpscoutapp.tfdapps.com/?tenantId=treefrog-digital 

• Content signature key: Enter the secret key you created during the app installation

8. Click Save

9. Next, select the mailboxes where you want this app to appear and click Save.

10. Your app is now configured, and you will see Commerce7 customer information in your Help Scout mailbox sidebar.