Zendesk Connector
Documentation
Version: 9
Documentation

How to read data from Zendesk in SSIS (Export data)


In this section we will learn how to configure and use Zendesk Connector in API Source to extract data from Zendesk.

  1. Begin with opening Visual Studio and Create a New Project.

  2. Select Integration Service Project and in new project window set the appropriate name and location for project. And click OK.

  3. In the new SSIS project screen you will find the following:

    1. SSIS ToolBox on left side bar
    2. Solution Explorer and Property Window on right bar
    3. Control flow, data flow, event Handlers, Package Explorer in tab windows
    4. Connection Manager Window in the bottom
    SSIS Project Screen
    Note: If you don't see ZappySys SSIS PowerPack Task or Components in SSIS Toolbox, please refer to this help link.

  4. Now, Drag and Drop SSIS Data Flow Task from SSIS Toolbox. Double click on the Data Flow Task to see Data Flow designer.
    SSIS Data Flow Task - Drag and Drop

  5. From the SSIS toolbox drag and API Source (Predefined Templates) on the data flow designer surface, and double click on it to edit it:
    SSIS API Source (Predefined Templates) - Drag and Drop

  6. Select New Connection to create a new connection:
    API Source - New Connection

  7. Use a preinstalled Zendesk Connector from Popular Connector List or press Search Online radio button to download Zendesk Connector. Once downloaded simply use it in the configuration:

    Zendesk
    Zendesk Connector Selection

  8. Proceed with selecting the desired Authentication Type. Then select API Base URL (in most cases default one is the right one). Finally, fill in all the required parameters and set optional parameters if needed. You may press a link Steps to Configure which will help set certain parameters. More info is available in Authentication section.

    Authenticate using Static Token instead of userid / password ([Token Access] option must be enabled under Admin Console > Channel > API > Settings and then Click [ADD API Token] to generate new token. These settings typically found here https://YOUR-SUB-DOMAIN.zendesk.com/agent/admin/api/settings [API Help..]

    Please refer to below API Reference (External Site) link for Token Authentication [Http]

    https://developer.zendesk.com/rest_api/docs/support/introduction#api-token

    Zendesk
    Token Authentication [Http]
    https://[$Domain$].zendesk.com/api/v2
    Required Parameters
    Sub Domain (e.g. mycompany) Fill in the parameter...
    UserId Fill in the parameter...
    Token Fill in the parameter...
    Optional Parameters
    RetryMode Fill in the parameter...
    RetryStatusCodeList Fill in the parameter...
    RetryCountMax Fill in the parameter...
    RetryMultiplyWaitTime Fill in the parameter...
    ZappySys Http Connection

    OAuth App must be created under Admin Console > Channel > API > Settings. These settings typically found here https://YOUR-SUB-DOMAIN.zendesk.com/agent/admin/api/oauth_clients [API Help..]

    Please refer to below API Reference (External Site) link for OAuth Authentication [OAuth]

    https://developer.zendesk.com/rest_api/docs/support/introduction#oauth-access-token

    Zendesk
    OAuth Authentication [OAuth]
    https://[$Domain$].zendesk.com/api/v2
    Required Parameters
    Sub Domain (e.g. mycompany) Fill in the parameter...
    ClientId Fill in the parameter...
    ClientSecret Fill in the parameter...
    Permissions Fill in the parameter...
    RedirectUrl Fill in the parameter...
    Optional Parameters
    RetryMode Fill in the parameter...
    RetryStatusCodeList Fill in the parameter...
    RetryCountMax Fill in the parameter...
    RetryMultiplyWaitTime Fill in the parameter...
    ZappySys OAuth Connection

    Authenticate using your userid / password (2FA must be OFF and [Password Access] option must be enabled under Admin Console > Channel > API > Settings. These settings typically found here https://YOUR-SUB-DOMAIN.zendesk.com/agent/admin/api/settings [API Help..]

    Please refer to below API Reference (External Site) link for UserID/Password Authentication (2FA must be OFF) [Http]

    https://developer.zendesk.com/rest_api/docs/support/introduction#basic-authentication.

    Zendesk
    UserID/Password Authentication (2FA must be OFF) [Http]
    https://[$Domain$].zendesk.com/api/v2
    Required Parameters
    Sub Domain (e.g. mycompany) Fill in the parameter...
    UserName (2FA Must be OFF) Fill in the parameter...
    Password Fill in the parameter...
    Optional Parameters
    RetryMode Fill in the parameter...
    RetryStatusCodeList Fill in the parameter...
    RetryCountMax Fill in the parameter...
    RetryMultiplyWaitTime Fill in the parameter...
    ZappySys Http Connection

  9. Select the desired endpoint, change/pass the properties values, and click on Preview Data button to make the API call.

    API Source - FTP/SFTP CSV File
    Zendesk Connector can be used to integrate Zendesk REST API in your App / BI Tools. You can read/write data about Tickets, Activity, Users, Organizations and more.
    API Source - Select Endpoint

  10. That's it! We are done! Just in a few clicks we configured the call to Zendesk using Zendesk Connector.

    You can load the source data into your desired destination using the Upsert Destination, which supports SQL Server, PostgreSQL, and Amazon Redshift. We also offer other destinations such as CSV, Excel, Azure Table, Salesforce, and more. You can check out our SSIS PowerPack Tasks and components for more options. (*loaded in Trash Destination)

    Execute Package - Reading data from Zendesk and load into target