Establish Connectivity to Zendesk

This article describes how to connect to Zendesk in order to load data into Datasets and Reports in Metric Insights.

PREREQUISITES:

1. Access Admin > Data Sources

At the bottom of the screen click [+ New Data Source].

The Select the Type of New Data Source pop-up opens.

2. Select the Type of New Data Source

  1. Select "Other" and choose "Zendesk" from the drop-down list

Next step

3. Provide the Required Parameters

  1. Data Source Name: is defaulted but you may modify it
  2. Enter the Domain identifier: can be obtained from your account's URL: https://[yourdomain].zendesk.com
  3. Input your Zendesk Security Token
  4. Username: provide your Username to access Zendesk
  5. Test Connection (this will also Save your data)

If your connection was successful, you may proceed to configuring Advanced Parameters

4. Advanced Configuration

  1. Use Remote Data Collector: if required, set to "yes"
  2. Generate Object List
    • automatically: all Objects are going to be fetched by the system
    • manually: Objects may be added one-by-one or via CSV file
  3. Object List Refresh Trigger: from the dropdown, select the Trigger that will be used to fetch data via the Zendesk plugin
  4. Object Selection Method: specify how Zendesk Objects will be fetched
  5. Optionally, state the number of Threads to utilize during data and/or image fetch to be used in background processing when the system updates Objects for this Data Source
    • If you do not specify any value for this setting, batch data collection processing will be single-threaded

5. Other Settings

  1. You can create Datasets or Elements directly from the respective tabs
  2. Click Permissions to assign permissions to the Data Source to Groups or Power Users

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