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Zendesk connection

Data Integration supports two connection methods for Zendesk:

  • Username and Password
  • OAuth

Prerequisites

Before creating a connection, ensure you have the necessary permissions and access to configure your Zendesk account for API usage.

Username and password connection

To enable API access using a username and password.

Procedure

  1. Enable username and password access
    • Log in to your Zendesk account.
    • Navigate to the Admin (Settings) panel.
    • Under Channels, select API.
  2. Enable password access
    • In the API Settings section, set the Password Access option to Enabled.
  3. Once enabled, you can use your Zendesk username (email address) and password to create the connection in Data Integration.
OAuth connection

To connect to Zendesk using OAuth, you'll need to generate an API access token. Follow these steps:

Procedure

  1. Log in to Zendesk
    • Access your Zendesk account and navigate to the Settings page.
  2. Access API settings
    • Under Channels, select API to open the API settings page.
  3. Generate an access token
    • Under the Token Access section, view the active tokens associated with your Zendesk account.
    • To create a new token, click the "+".
  4. Copy the token
    • The token will be displayed only once. Copy it for use in Data Integration.
Subdomain

Your Zendesk account's subdomain is part of the URL before zendesk.com. For example:

  • If your URL is https://mycompany.zendesk.com, your subdomain is mycompany.

Establishing a Zendesk connection in Data Integration

Procedure

  1. Navigate to the Data Integration Account.
  2. Define connection details
    • Provide a suitable name for the connection under Connection Name.
  3. Select your connection method
    Choose either Username & Password or OAuth and fill in the required details.
    • Username & Password:
      • Subdomain: Your account subdomain.
      • Username: The email used to log in to Zendesk.
      • Password: The password for your Zendesk account.
    • OAuth:
      • Subdomain: Your account subdomain.
      • Access Token: The token you generated in the OAuth steps.
  4. Test the connection
    • Click Test to verify the connection.
    • If the test is successful, the Zendesk connection is ready to use in Data Integration.
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