Prerequisites

Before we begin, make sure the following prerequisites are met:

1. SSIS designer installed. Sometimes it is referred as BIDS or SSDT (download it from Microsoft).
2. Basic knowledge of SSIS package development using Microsoft SQL Server Integration Services.
3. SSIS PowerPack is installed (if you are new to SSIS PowerPack, then get started!).

Upsert users - create or update in SSIS

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.

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

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

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

   

4. Read the data from the source, using any desired source component. You can even make an API call using the ZappySys JSON/XML/API Source and read data from there. In this example, we will use an OLE DB Source component to read real-time data from a SQL Server database.

5. From the SSIS Toolbox drag and drop API Destination (Predefined Templates) on the Data Flow Designer surface and connect source component with it, and double click to edit it.
   

6. Select New Connection to create a new connection:
   

   API Destination - Zendesk

   Read and write Zendesk data effortlessly. Manage tickets, users, and organizations — almost no coding required.

   

7. To configure the Zendesk connector, choose one of the following methods:

   • Choose from Popular Connector List: Select a pre-installed service directly from the dropdown menu.
   • Search Online: Use this to find and download a new connector file to your computer.
   • Use Saved/Downloaded File: Once the file is downloaded, browse your local drive to load it into the configuration.

   After that, just click Continue >>:

   Zendesk

   

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.

   Token Authentication

   Zendesk authentication

   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 reference]

   Please refer to external API reference

   API Connection Manager configuration

   Just perform these simple steps to finish authentication configuration:

   1. Set Authentication Type to Token Authentication [Http]
   2. Optional step. Modify API Base URL if needed (in most cases default will work).
   3. Fill in all the required parameters and set optional parameters if needed.
   4. Finally, hit OK button:

   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	RetryWhenStatusCodeMatch
   RetryStatusCodeList	429
   RetryCountMax	5
   RetryMultiplyWaitTime	True

   

   OAuth Authentication

   Zendesk authentication

   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 reference]

   Please refer to external API reference

   API Connection Manager configuration

   Just perform these simple steps to finish authentication configuration:

   1. Set Authentication Type to OAuth Authentication [OAuth]
   2. Optional step. Modify API Base URL if needed (in most cases default will work).
   3. Fill in all the required parameters and set optional parameters if needed.
   4. Press Generate Token button to generate the tokens.
   5. Finally, hit OK button:

   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	RetryWhenStatusCodeMatch
   RetryStatusCodeList	429
   RetryCountMax	5
   RetryMultiplyWaitTime	True

   

   UserID/Password Authentication (2FA must be OFF)

   Zendesk authentication

   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 reference]

   Please refer to external API reference

   API Connection Manager configuration

   Just perform these simple steps to finish authentication configuration:

   1. Set Authentication Type to UserID/Password Authentication (2FA must be OFF) [Http]
   2. Optional step. Modify API Base URL if needed (in most cases default will work).
   3. Fill in all the required parameters and set optional parameters if needed.
   4. Finally, hit OK button:

   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	RetryWhenStatusCodeMatch
   RetryStatusCodeList	429
   RetryCountMax	5
   RetryMultiplyWaitTime	True

   

9. Select Users_Bulk table from the dropdown, then select Insert, Update, Upsert as operation, and hit Preview Data:

   

   API Destination - Zendesk

   Read and write Zendesk data effortlessly. Manage tickets, users, and organizations — almost no coding required.

   Zendesk

   Users_Bulk

   Insert, Update, Upsert

   There are no parameters to configure.

   

10. Finally, map the desired columns:

    API Destination - Zendesk

    Read and write Zendesk data effortlessly. Manage tickets, users, and organizations — almost no coding required.

    

11. That's it; we successfully configured the POST API Call. In a few clicks we configured the Zendesk API call using ZappySys Zendesk Connector

    

Deploy SSIS package to Azure Data Factory (ADF)

Once your SSIS package is complete, deploy it to the Azure-SSIS runtime within Azure Data Factory. The setup process requires you to upload the SSIS PowerPack installer to Azure Blob Storage and then customize the runtime configuration using the main.cmd file. For a complete walkthrough of these steps, see our detailed guide on the Azure Data Factory (SSIS) and Zendesk integration.

Conclusion

And there you have it — a complete guide on how to upsert users (bulk) - create or update in Azure Data Factory (SSIS) without writing complex code. All of this was powered by Zendesk Connector, which handled the REST API pagination and authentication for us automatically.

Download the trial now or ping us via chat if you have any questions or are looking for a specific feature (you can also reach out to us by submitting a ticket):

More actions supported by Zendesk Connector

Got another use case in mind? We've documented the exact setups for a variety of essential Zendesk operations directly in Azure Data Factory (SSIS), so you can skip the trial and error. Find your next step-by-step guide below:

• Create Organization
• Create Ticket (Single)
• Create Tickets (Bulk)
• Create User
• Delete Attachment
• Delete Organization
• Delete Ticket
• Delete Tickets (Bulk)
• Delete Upload Session
• Delete User
• Read Attachment
• Read Brands
• Read Current User Info
• Read Groups
• Read Macros
• Read Organization Count
• Read Organization Fields
• Read Organization(s) by ID
• Read Organizations (All)
• Read Organizations (Incremental) changed after a specified date
• Read Requests
• Read Requests Search
• Read Sessions
• Read Tags
• Read Ticket ActivityStream
• Read Ticket ActivityStream Details
• Read Ticket Attachments
• Read Ticket Comments
• Read Ticket Events (Incremental) changed after a specified date
• Read Ticket Fields
• Read Ticket Forms
• Read Ticket Metric Events (Incremental) changed after a specified date
• Read Ticket Metrics
• Read Ticket(s) by ID
• Read Tickets (All)
• Read Tickets (Incremental) changed after a specified date
• Read Tickets (Recent)
• Read Tickets Count (All)
• Read Tickets Count (for Organization)
• Read Tickets for Organization
• Read Tickets for User (Assigned)
• Read Tickets for User (CCed)
• Read Tickets for User (Requested)
• Read User Fields
• Read User Sessions
• Read User(s) by ID
• Read Users (All)
• Read Users (Incremental) changed after a specified date
• Read Views
• Search Records - NO Sorting (Allows more than 1000 rows)
• Search Records - WITH Sorting and Extra Columns (Max 1000 rows)
• Update Organization
• Update Ticket (Single)
• Update Tickets (Bulk)
• Update User
• Upload Attachment (Single file)
• Upsert Organization - Create or Update
• Upsert User - Create or Update
• Make Generic REST API Request
• Make Generic REST API Request (Bulk Write)

More Zendesk integrations