Connecting ZOEY to Neo

1. Get an API Service user

ZOEY’s API takes only a dedicated API Service user. Ask Tekton Billing support to enable the ZOEY API for your ZOEY and to create an API Service user for Neo, and keep its user name and password.

ZOEY allows each user 500 API requests an hour. Use this user for Neo alone, so another tool does not use up Neo’s allowance.

2. Add it in Neo

Open Integrations

In the Neo Dashboard, open Integrations and find the ZOEY card, under Accounting.

Enter the address and the user

Enter the address you open ZOEY at, such as https://myaccount.example.co.uk, and the API user’s name and password. The address must be reachable from the internet over HTTPS with a certificate from a public authority.

Save

Click Save settings. Neo logs in to ZOEY and reads an account before saving, so a wrong address, user name or password is rejected straight away.

3. Turn ZOEY on per agent

Open the agent, go to its Tools & Settings tab, click Accounting, and expand the ZOEY block. Pick one of its Presets, or set each area yourself:

Area	Access levels you can pick	Notes
Accounts, Cost Centres and Contacts	Disabled, Read Only, Read / Write	Accounts, their sites and contacts.
Services	Disabled, Read Only, Read / Write	Services, their supplier, tariff, bolt-ons and bars; connecting, changing and ceasing them.
Invoices, Charges and Billing Terms	Disabled, Read Only, Read / Write	Invoices, credit notes and service charges. Read / Write also lets other writes set prices, charges, a balance or payment terms.
Product Catalogue	Disabled, Read Only, Read / Write	Tariffs, bolt-ons, bundles, fixed charges, rate cards, networks and extra fields.
Customer Portal Logins	Disabled, Read / Write	Creating a login to your customer portal.
Commissions	Disabled, Read Only, Read / Write	Commission agents and rules.

Preset	What runs on its own	What asks a technician
Read Only	Every read	No write is allowed
Helpdesk	Reads	Every change to accounts, contacts and services
IT Admin	Every read, and changes to accounts, contacts and services	Charges and prices, catalogue changes and portal logins
Full Automation	Every read and write	Only the writes that always ask

Closing an account and porting a number out always ask a technician, whatever the preset.

Getting started

Core

Triggered & Scheduled Agents

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Integrations

Product

Workflows

Customizing Neo

Connecting ZOEY to Neo

1. Get an API Service user

2. Add it in Neo

3. Turn ZOEY on per agent

Use it on support tickets

​1. Get an API Service user

​2. Add it in Neo

​3. Turn ZOEY on per agent

​Use it on support tickets

1. Get an API Service user

2. Add it in Neo

3. Turn ZOEY on per agent

Use it on support tickets