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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 existing snapshots. Re-enabling a type pulls fresh data on the next sync.

Accessing Instance Settings

  1. Open a connection dashboard
  2. Click the gear icon in the dashboard header
  3. The settings page shows all types grouped into categories

Configuration Types

Configly supports 41 configuration types across 7 groups, matching the layout of Zendesk Admin Centre:

Objects & Rules

Business rules, ticket configuration, routing, custom objects, and email settings.

Type Description
Triggers Rules that execute when tickets are created or updated
Automations Time-based rules that run on a schedule
Macros Pre-built sets of actions for agents
Views Saved ticket filters with sorting and columns
SLA Policies SLA rules, targets, and filter conditions
Trigger Categories Groupings for organising triggers
Ticket Fields Custom fields on tickets
Ticket Forms Ticket submission form configurations
Custom Statuses Custom ticket status definitions
Tags Tag definitions (read-only)
Ticket Settings Instance-level ticket configuration (read-only)
Routing Attributes Skill-based and attribute-based routing definitions
Routing Attribute Values Values associated with routing attributes
Queues Omnichannel routing queue definitions
Custom Objects Custom object type definitions and schemas
Custom Object Fields Fields defined on custom objects
Support Addresses Inbound support email addresses
Dynamic Content Localised dynamic content items and variants

People

Agent groups, custom fields on users and organisations, and role definitions.

Type Description
Groups Agent group definitions
User Fields Custom fields on user profiles
Organisation Fields Custom fields on organisations
Custom Roles Custom agent role definitions with granular permissions

Channels

Outbound integrations, notification targets, and sharing configuration.

Type Description
Webhooks Outbound webhook endpoint configurations
Targets Legacy notification target configurations
Sharing Agreements Ticket sharing agreements between instances

Account

Brand, schedule, locale, and account-level settings.

Type Description
Brands Brand configurations (multi-brand instances)
Schedules Business hour schedules
Locales Supported language locales (read-only)
Account Settings Instance-level account configuration (read-only)
OAuth Clients OAuth client application registrations
Workspaces Contextual workspace definitions

Apps & Integrations

Installed apps, owned apps, and related resources.

Type Description
App Installations Installed Zendesk app configurations
Apps Owned Apps you have published or own
OAuth Global Clients Global OAuth client configurations
Resource Collections Resource collection definitions

Guide

Help centre content, themes, and access controls.

Type Description
Articles Help centre article content
Sections Help centre section groupings
Categories Help centre category groupings
Themes Help centre theme configurations
User Segments User segment definitions for content access
Permission Groups Permission group definitions for Guide agents

Enterprise-only types

Some types (e.g., Routing Attributes, Queues) are only available on Zendesk Enterprise plans. Configly detects these automatically and hides unavailable types from your navigation.

How It Works

Each type has a toggle switch. When you change the selection and click Save:

  • Disabling a type stops syncing that type on future full syncs. Existing snapshots are preserved -- you can still view, compare, and search historical data for that type.
  • Re-enabling a type includes it in the next sync, pulling fresh data from Zendesk.
  • Category controls let you select or deselect all types in a category at once.

Disabling types with dependencies

If you disable a type that other enabled types depend on (e.g., disabling Groups while Triggers are still enabled), dependency mapping and broken reference detection may report incomplete results for the disabled type.

Default Configuration

All 41 types are enabled by default. New connections start with every type turned on so your first sync captures everything. Types that are unavailable on your Zendesk plan (e.g., enterprise-only features) are automatically detected and hidden.

Optimising Sync Times

Sync time is proportional to the number of enabled types. If you only need to track certain types, disabling the rest speeds up every sync:

Enabled Types Typical Sync Time (Small Instance)
All 41 types 30--90 seconds
Objects & Rules only (19 types) 10--30 seconds
Business Rules only (6 types) 3--10 seconds

Start broad, narrow later

Enable all types for your first few syncs to get a complete picture of your Zendesk instance. Once you know which types matter most to your team, disable the rest to reduce sync times.

Next Steps