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Set Up Your Zendesk Integration in AfterShip Returns

Set Up Your Zendesk Integration in AfterShip Returns: follow setup steps, configure key options, verify behavior, and troubleshoot workflow issues.

Written by Harneet Kaur

Plans: Premium, Enterprise | Platforms: All platforms

Overview

AfterShip Returns' Zendesk integration gives your support team a full view of each customer's return and warranty activity — directly inside the ticket sidebar. Agents can see return request details, warranty claim details, and now take action on RMAs (approve or reject) without ever leaving Zendesk.

Merchant experience

Once the integration is active, the AfterShip Returns widget appears in the Zendesk ticket sidebar. It displays the five most recent RMAs — returns and warranty claims shown in separate sections, each sorted by creation date (newest first). Returns always appear above warranty claims.

Return request list

Each return card in the list shows:

  • RMA number

  • RMA status

  • Original order

  • Created time of the RMA.

Click any card to open the return detail page, which shows the full return summary, item details, and action buttons (see Approve and reject RMAs in Zendesk).

Warranty claim list

Each warranty card in the list shows:

  • Claim number

  • Warranty status

  • Original order (displayed only if available)

  • Created time of the Warranty claim.

Click any card to open the warranty detail page (read-only). Warranty claims do not support approve/reject actions.

Connect AfterShip Returns with Zendesk

You can connect AfterShip Returns with Zendesk using OAuth. You can start the connection from either the AfterShip Returns admin or the Zendesk Marketplace.

Prerequisite: You must have a Zendesk Admin role to complete the OAuth authorization. Admin permissions are required to install apps and configure the integration. Once the connection is set up, all agents can use the AfterShip Returns widget regardless of their role.

Option 1: Connect from AfterShip Returns admin

  1. Go to AfterShip Returns admin > Apps > Zendesk.

  2. Enter your Zendesk subdomain (for example, `yourcompany`) and click Connect with Zendesk.

  3. You'll be redirected to Zendesk's authorization page. Review the requested permissions and click Allow.

  4. AfterShip automatically installs the AfterShip Returns app in Zendesk if it isn't already installed and configures the integration automatically.

  5. You'll see a Connected confirmation. The AfterShip Returns widget is now active in your Zendesk ticket sidebar.

Option 2: Connect from Zendesk Marketplace

  1. Go to the AfterShip Returns app on the Zendesk Marketplace and click Install.

  2. Select the Zendesk account where you want to install the app and click Install again.

  3. The AfterShip Returns app Settings Page will open. Click Connect with AfterShip.

  4. You'll be redirected to Zendesk's authorization page. Review the requested permissions and click Allow.

  5. AfterShip automatically configures the integration.

  6. You'll see a Connected confirmation. The AfterShip Returns widget is now active in your Zendesk ticket sidebar.

Tip: You can configure Role and Group restrictions in the app settings to control which agents can view the AfterShip Returns widget.

Multi-org support

If your business uses multiple AfterShip organizations (orgs), you can connect more than one AfterShip org to the same Zendesk account.

Each connected org appears as a separate widget in the Zendesk ticket sidebar. The widget is labeled with the first 8 characters of the org ID, so agents can identify which AfterShip organization's data they're viewing.

To connect another org, log in to the other AfterShip org and repeat the connection steps above.

Disconnect & uninstall

You can remove the integration from either AfterShip or Zendesk. However, the result is different depending on where you remove it.

Delete connection from AfterShip admin

Uninstall app from Zendesk

AfterShip

Connection is removed.

The connection record remains because AfterShip cannot detect an uninstall initiated from Zendesk.

Zendesk

The AfterShip Tracking app is automatically uninstalled.

The app is removed.

Widget

The widget stops working.

The widget stops working.

Important: The widget stops working immediately, regardless of where you disconnect the integration. If you uninstall the app from Zendesk and want to reconnect it, first delete the stale connection in AfterShip admin. Then set up the integration again.


[Optional]Add custom fields to Zendesk tickets for better support

When integrating AfterShip Returns with Zendesk, it’s common for customer email addresses to be used as a reference for mapping Return information to tickets. However, there are scenarios where customer emails might not be available in Zendesk tickets. In these cases, using an Order ID or Order number as an alternative mapping point allows you to still link tracking data to Zendesk tickets.

This guide outlines how you can map tracking information from AfterShip to Zendesk tickets using the Order ID or Order number. By setting this up, your support agents will be able to access accurate delivery updates based on the Order ID or Order number, without needing customer email addresses.

Here, we are taking the example of Order ID as a custom field.

Step 1: Add a custom ticket (Order ID) field

  • In Zendesk admin center, click Objects and rules in the sidebar, then select Tickets > Fields.

  • Click Add field.

  • Select a field type, then enter a Display name.

  • (Optional) Enter a Description for the custom field. This is visible to admins only.

  • Under Permissions, select an option:

  • Agents can edit: Only agents can view and edit the field. It appears in tickets.

  • Customers can edit: Agents and end users can view and edit the field. It appears in tickets and in the support request form in the help center.

  • Customers can view: Agents can view and edit the field. End users can only view the field. It appears in tickets and on end users' requests, but isn't included in the support request form in the help center.

For a single ticket form, the new field automatically appears in your ticket form. If you use multiple ticket forms, you'll have to manually add the field to any ticket forms you'd like to include it in.

  • Click Save

Step 2: Identify the Order Lookup Field in Zendesk

Once you create a custom field, a Field ID would be automatically created for the custom field.

  • In your Zendesk admin panel, navigate to Objects and rules > Tickets > Fields.

  • Find the Field ID for the order lookup field, which will be used to identify the Order IDin Zendesk tickets.

Step 3: Copy the Field ID

  • Once you’ve located the correct Order Lookup Field, copy the Field ID for the next step.

Step 4: Adjust AfterShip Returns Settings in Zendesk

  • In Zendesk admin, go to Apps and integrations > Zendesk Supported apps.

  • Find the AfterShip Returns app and click on the Change settings button.

  • In the settings page, paste the copied Field ID into the lookup field.

  • Click Update to save your changes.

After completing these steps, AfterShip Returns will be able to map Return information using the Order ID provided in the Zendesk ticket. This integration ensures that your support agents can quickly retrieve and share accurate tracking updates with customers.

Why this works

By using Order ID instead of customer emails, you can still map tracking data to the appropriate support tickets in Zendesk. The Order ID serves as a reliable reference, ensuring that agents can access shipment and delivery status information without needing the customer’s email. This process streamlines your customer support workflow, allowing agents to respond quickly and efficiently.

Approve and reject Return RMAs in Zendesk

Support agents can approve or reject return RMAs directly from the Zendesk sidebar. Inspection rules follow the same logic as those configured in the AfterShip Returns portal.

Note: Only Return RMAs support actions. Warranty claims are view-only.

When are action buttons shown?

RMA status

Buttons shown

Pending Approval

Approve + Reject

Approved

Reject only

All other statuses

No buttons shown

Approve a return RMA

  1. Open a Zendesk ticket and locate the return in the AfterShip Returns sidebar widget.

  2. Click the RMA card to open the detail page.

  3. Click Approve Return RMA.

  4. In the approval form:

    a. Review the refund amount and refund method displayed at the top.

    b. Optionally enter a Message to customer.

    c. Send email notification to customer is checked by default — uncheck to suppress the email.

  5. Click Confirm Approve.

On success, a confirmation toast appears, and the detail page refreshes with the updated status.

Reject a return RMA

  1. Open a Zendesk ticket and locate the return in the AfterShip Returns sidebar widget.

  2. Click the RMA card to open the detail page.

  3. Click Reject Return RMA.

  4. In the rejection form:

    a. Review the refund amount and refund method displayed at the top.

    b. Enter a Reject reason to customer (required).

    c. Send email notification to customer is checked by default — uncheck to suppress the email.

  5. Click Confirm Reject.

On success, a confirmation toast appears, and the detail page refreshes with the updated status.

Manage action permissions

You can control which agents are allowed to perform RMA actions by configuring Role and Group restrictions when installing or updating the AfterShip Returns app settings in Zendesk. Navigate to Apps and integrations > Zendesk Support apps > AfterShip Returns > Change settings to adjust restrictions at any time.

Check the action log

All RMA actions taken in Zendesk (approve or reject) are recorded. You can review the action history in AfterShip.

  • AfterShip Returns admin portal — navigate to the corresponding RMA and check its activity log.

Fields reference

Return request fields

Field

Description

RMA number

Unique identifier for the return request

RMA status

Current status of the return: Submitted, Approved, Done, Rejected, or Expired

Original order

Order number the return is associated with

RMA created date

Date and time the return request was submitted

Return method

How the item is being returned (e.g., mail-in, in-store drop-off)

Shop now

Whether the customer opted for a shop-now store credit instead of a refund

Gift return

Whether this is a gift return

Refund method

Where the refund will be issued (e.g., original payment method, store credit)

Refund amount

Total refund amount and currency

Internal note

Merchant-side notes attached to this return

Return items

Items being returned — includes product name, variant, SKU, return reason, return sub-reason, reason note, quantity, and unit price

Exchange items

Items the customer has requested in exchange — includes product name, variant, SKU, and quantity

Exchange order number

Order number of the exchange order, if one has been created

Shipment tracking

Return shipment tracking number, carrier, and current tracking status

Warranty claim fields

Field

Description

Claim number

Unique identifier for the warranty claim

Warranty status

Current status of the warranty claim

Original order

Order number associated with the warranty claim (shown only if available)

Created time

Date and time the warranty claim was submitted

Place of purchase

Where the item was originally purchased (e.g., online, in-store)

Warranty items

Items under the claim — includes product name, variant, quantity, issue reason, and issue sub-reason

Replacement order number

Order number of any replacement order that has been issued

Key takeaways

  1. Zendesk integration with AfterShip Returns helps support teams respond quickly to customer inquiries about returns, warranty claims, refunds, and exchanges — all without leaving Zendesk.

  2. Setup is straightforward — connect AfterShip Returns with Zendesk using OAuth, then configure role and group restrictions if needed.

  3. Both return requests and warranty claims are visible in the sidebar widget, each in their own section, sorted by creation date.

  4. Agents can approve or reject return RMAs directly from the sidebar. Action buttons are shown based on the RMA's current status.

  5. Warranty claims are view-only — approve/reject actions are not available for warranty claims.

  6. All RMA actions are logged and can be reviewed in the AfterShip Returns admin portal.

For any further questions or help, please contact our chat support team or reach out to us at [email protected].

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