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You can load the data of your Zendesk tickets and user information into the Destination of your choice using Hevo Pipelines.
For creating Pipelines using this Source, Hevo provides you a fully managed BigQuery data warehouse as a possible Destination. This option remains available till the time you set up your first BigQuery Destination irrespective of any other Destinations that you may have. With the managed warehouse, you are only charged the cost that Hevo incurs for your project in Google BigQuery. The invoice is generated at the end of each month and payment is recovered as per the payment instrument you have set up. You can now create your Pipeline and directly start analyzing your Source data. Read Hevo Managed Google BigQuery.
- You are an Administrator in Zendesk to access your data through APIs.
Configuring Zendesk as a Source
Perform the following steps to configure Zendesk as a Source in your Pipeline:
Click PIPELINES in the Asset Palette.
Click + CREATE in the Pipelines List View.
In the Select Source Type page, select Zendesk as the Source.
In the Configure your Zendesk Source page, provide the following information:
Pipeline Name: A unique name for your Pipeline.
Sub Domain: Your Zendesk sub-domain.
Email: Your login email ID for Zendesk.
Token: The Zendesk token which you generated.
Click TEST & CONTINUE.
Proceed to configuring the data ingestion and setting up the Destination.
Generating a Zendesk API Token
Log in to your Zendesk Admin Center (https://<your sub-domain name>/admin/home).
In the left navigation pane, click the Apps and integrations ( ) icon, and select APIs > Zendesk API.
From the Settings tab, enable Token access.
Click Add API token to generate a new API token.
Copy the API token and save it in a secure location like any other password. For more details, read the Zendesk documentation.
Note: If you are re-generating the API token, you must update it in the Pipeline Source settings. Read Modifying the Source and Destination Configuration for information on how to edit the Source settings in an existing Pipeline.
|Default Pipeline Frequency||Minimum Pipeline Frequency||Maximum Pipeline Frequency||Custom Frequency Range (Hrs)|
|5 Mins||5 Mins||3 Hrs||1-3|
Note: The custom frequency must be set in hours, as an integer value. For example, 1, 2, 3 but not 1.5 or 1.75.
Historical Data: In the first run of the Pipeline, Hevo ingests the data for the past one year for all the objects in your Zendesk account. From Release 1.76 onwards, for all existing and new Pipelines, Hevo ingests your historical data in reverse order, starting from the latest to the earliest. This enables you to have quicker access to the most recent data.
Incremental Data: All new and updated Events are synchronized with your Destination as per your selected ingestion frequency.
Hevo supports the Zendesk Support and Talk APIs for fetching data for various objects. The Support API is used to fetch information for the Organizations, Tickets, Ticket Events, and Users categories of objects, and the Talk API is used to fetch information for the Calls and Legs objects.
Using the Zendesk Support API, the following tables (objects) are created in the Destination when you run the Pipeline:
|Brands||Full Load||Contains details of the customer-facing identities (URLs) of your company.|
|Custom Roles||Full Load||Contains details of the custom roles created for your Support agents and the access that these roles have.
For example, you can create a role Contributor and assign it to agents who can make only internal comments on a ticket.
|Groups||Full Load||Contains details of the groups into which your agents and tickets can be organized.|
|Group Memberships||Full Load||Contains details of the groups to which an agent is linked.|
|Organizations||Incremental||Contains details of the organizations into which your customers are segregated, to route tickets created by them for better support.|
|Organization Memberships||Full Load||Contains details of the organization of which your user(s) is a member.|
|Satisfaction Ratings||Incremental||Contains details of the feedback given by your customers about their experience with your Support team by rating their solved tickets.|
|Schedules||Full Load||Contains details of the schedules that you have created to indicate your Support team’s availability.|
|SLA Policies||Full Load||Contains details of the service level agreement between you and your customers that specifies performance measures for support.
For example, the SLA for urgent tickets could be to respond within 10 minutes and resolve or mitigate the ticket within 2 hours.
|Tickets||Incremental||Contains details of the communication between your customers and your Support agents.|
|Ticket Events||Incremental||Contains details such as response times, agent work times, and requester wait times.|
|Ticket Fields||Full Load||Contains details of the ticket, such as requester or assignee.|
|Ticket Forms||Full Load||Contains details of the collection of ticket fields that are visible to the Support agent as well as the end-user.|
|Ticket Metrics||Full Load||Contains metrics, such as
|Users||Incremental||Contains details of your Zendesk Support users based on their type:
- End Users: Your customers who request support using tickets.
- Agents: Your Zendesk Support agents who resolve customer tickets.
- Administrators: Your Zendesk Support agents with administrative abilities.
Using the Zendesk Talk API, the following tables (objects) are created in the Destination when you run the Pipeline:
|Calls||Incremental||Contains details of the calls received or made to/from your Talk number.|
|Legs||Incremental||Contains details of the interaction between your agent and customer during a call, or any action the system took on the call.|
- Metrics and attributes for Zendesk Talk
- Zendesk Incremental Export API
- Zendesk Talk Incremental Export API
Refer to the following table for the list of key updates made to this page:
|Date||Release||Description of Change|
|Jul-12-2022||NA||Updated section, Data Model to segregate objects according to the API they belong to.|
|May-10-2022||NA||Updated the steps to generate the Zendesk API Token.|
|Feb-07-2022||1.81||- Organized content for clarity and coherence.
- Added section, Data Model and included the Zendesk Voice objects, calls, and legs that are supported from Release 1.81 onwards.
|Jan-07-2022||1.76||Added information about reverse historical load in the Data Replication section.|
|Oct-25-2021||1.74||- Updated the Data Replication section with information about the list of objects that Hevo fetches and the historical and incremental data load.
- Added the Pipeline frequency information in the Data Replication section.