Zendesk Integration

In this article, we’ll integrate a Zendesk data source in Y42.

 

Overview

Authentication: OAuth
Settings: Historical Date selection
Schema type: Fixed
Update Type: Full import and incremental
 

Authentication

OAuth doesn’t share password data but instead uses authorization tokens to prove an identity between you and the service provider. OAuth is an authentication protocol that allows you to approve one application interacting with another on your behalf without giving away your password. For instance, when you tell Zendesk that it’s OK for another application or website to access your profile. To sum up, you only need to have an existing account to authorize the access.

 

Import Settings

By default the historical date will be set to one year ago. Refer to your own Zendesk account to decide from which exact date you would want to retrieve data.
 

Account pre-requisites

You will need an active Zendesk account with permission to access data from accounts you'd like to sync. If the user account used to connect to the integration has restricted permissions - meaning the user doesn’t have access to all campaigns or ads - there might be issues when replicating data. Even if you only intend to sync partial data after completing the integration, the user's Zendesk account should still have full access.
 

Schema

You can find the full list of API endpoints for the Zendesk and the description for each item in Zendesk's API Documentation.
 

Updating your data

You have the option of scheduling imports or Incremental Imports by the month, weeks, days, and even by the hour. With the incremental import, you will only add the new rows to that table, while a full import will actually re-import the entire table completely.

Incremental imports significantly increase the import speed, we import your table incrementally based on the last imported state e.g. id - If the table does not have a state, a full import will be triggered - This is done automatically.

We recommend therefore to schedule an incremental import regularly, but also schedule a full import with a certain frequency -- this is because only the full import will guarantee that old rows that have been updated on the data source will also get updated on your Y42 integration destination.

 

Zendesk Setup Guide:


Note: In order to connect Zendesk with Y42, you will need to have a Zendesk Account.

  1. Add in your Sub-Domain, e.g. https://[subdomain].zendesk.com/

    Screenshot_2021-01-15_at_2.37.19_PM.png

  2. Click Authorize and log into your Zendesk Account.

  3. After authentication, you are good to go and start importing your tables.

    zen_1.png

  4. Choose from which point onwards in time to import your data.

    zen_2.png

  5. Select the tables you need and click import. You can start accessing the tables once the status is “Ready”. 

Note: You can always import and reimport other tables as well, or delete them.

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