Zendesk Connector for Azure Data Factory (Pipeline) : Read users (all) via SQL

Integrate Azure Data Factory (Pipeline) and Zendesk
Integrate Azure Data Factory (Pipeline) and Zendesk

Learn how to read users (all) using the Zendesk Connector for Azure Data Factory (Pipeline). This connector enables you to read and write Zendesk data effortlessly. Manage tickets, users, and organizations — almost no coding required. We'll walk you through the exact setup.

Let's dive in!

Create data source using Zendesk ODBC Driver

  1. Download and install ODBC PowerPack (if you haven't already).

  2. Search for odbc and open the ODBC Data Sources (64-bit):

    Open ODBC Data Source
  3. Create a User data source (User DSN) based on the ZappySys API Driver driver:

    ZappySys API Driver
    Create new User DSN for ZappySys API Driver
    • Create and use a User DSN if the client application runs under a User Account. This is the ideal option at design time (e.g., when developing in Visual Studio). Use it for both types of applications (64-bit and 32-bit).
    • Create and use a System DSN if the client application runs under a System Account (e.g., as a Windows Service). This is usually the required option in a production environment. If your Windows Service is a 32-bit application, you must use the 32-bit ODBC Data Source Administrator to configure this
  4. When the Configuration window appears give your data source a name if you haven't done that already, then select "Zendesk" from the list of Popular Connectors. If "Zendesk" is not present in the list, then click "Search Online" and download it. Then set the path to the location where you downloaded it. Finally, click Continue >> to proceed with configuring the DSN:

    ZendeskDSN
    Zendesk
    ODBC DSN Template Selection
  5. Now it's time to configure the Connection Manager. Select Authentication Type, e.g. Token Authentication. Then select API Base URL (in most cases, the default one is the right one). More info is available in the Authentication section.

    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:
    ZendeskDSN
    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
    ODBC DSN HTTP Connection Configuration
    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:
    ZendeskDSN
    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
    ODBC DSN OAuth Connection Configuration
    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:
    ZendeskDSN
    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
    ODBC DSN HTTP Connection Configuration

  6. Then go to Preview tab to start building a SQL query.

  7. Once you do that, proceed by opening Query Builder:

    ZappySys API Driver - Zendesk
    Read and write Zendesk data effortlessly. Manage tickets, users, and organizations — almost no coding required.
    ZendeskDSN
    Open Query Builder in API ODBC Driver to read and write data to REST API
  8. Then simply select the Read Users (All) endpoint (action).

  9. Continue by configuring the Required parameters. You can also set optional parameters too.

  10. Move on by hitting Preview Data button to preview the results.

  11. If you see the results you need, simply copy the generated query:

    Read Users (All)
    Optional Parameters
    Role
    permission_set
    External ID for Ticket
    Records Per Page (Max 100) 100
    Advanced Properties
    NextUrlAttributeOrExpr $.links.next
    NextUrlEndIndicator false
    StopIndicatorAttributeOrExpr $.meta.has_more
    EnableArrayFlattening True
    ContineOn404Error True
    MaxArrayItemsToFlatten 5
    Wait time after each request (in milliseconds) 0
    SELECT * FROM Users --Where Id=1234
    Query Builder
  12. Click OK to use built SQL query and close the Query Builder.

  13. Now hit Preview Data button to preview the data using the generated SQL query. If you are satisfied with the result, use this query in Azure Data Factory (Pipeline):

    ZappySys API Driver - Zendesk
    Read and write Zendesk data effortlessly. Manage tickets, users, and organizations — almost no coding required.
    ZendeskDSN
    SELECT * FROM Users --Where Id=1234
    API ODBC Driver-based data source data preview
    You can also access data quickly from the tables dropdown by selecting <Select table>.
    A WHERE clause, LIMIT keyword will be performed on the client side, meaning that the whole result set will be retrieved from the Zendesk API first, and only then the filtering will be applied to the data. If possible, it is recommended to use parameters in Query Builder to filter the data on the server side (in Zendesk servers).

Let's not stop here and explore SQL query examples, including how to use them in Stored Procedures and Views (virtual tables) in the next steps.

Zendesk SQL query examples

Use these SQL queries in your Azure Data Factory (Pipeline) data source:

Read users

Reads all users from the Zendesk account. This example demonstrates querying the Users table. You can optionally filter by ID using the WHERE clause.

SELECT * FROM Users --Where Id=1234

Get Users_Bulk

SELECT * FROM Users_Bulk

get_users endpoint belongs to Users , Users_Bulk table(s), and can therefore be used via those table(s).

Create SQL view in ODBC data source

ZappySys API Drivers support flexible Query language so you can override Default Properties you configured on Data Source such as URL, Body. This way you don't have to create multiple Data Sources if you like to read data from multiple EndPoints. However not every application support supplying custom SQL to driver so you can only select Table from list returned from driver.

If you're dealing with Microsoft Access and need to import data from an SQL query, it's important to note that Access doesn't allow direct import of SQL queries. Instead, you can create custom objects (Virtual Tables) to handle the import process.

Many applications like MS Access, Informatica Designer wont give you option to specify custom SQL when you import Objects. In such case Virtual Table is very useful. You can create many Virtual Tables on the same Data Source (e.g. If you have 50 URLs with slight variations you can create virtual tables with just URL as Parameter setting.

  1. Go to Custom Objects Tab and Click on Add button and Select Add Table:
    ZappySys Driver - Add Table

  2. Enter the desired Table name and click on OK:
    ZappySys Driver - Add Table Name

  3. And it will open the New Query Window Click on Cancel to close that window and go to Custom Objects Tab.

  4. Select the created table, Select Text Type AS SQL and write the your desired SQL Query and Save it and it will create the custom table in the ZappySys Driver:
    Here is an example SQL query for ZappySys Driver. You can insert Placeholders also. Read more about placeholders here

    SELECT
      "ShipCountry",
      "OrderID",
      "CustomerID",
      "EmployeeID",
      "OrderDate",
      "RequiredDate",
      "ShippedDate",
      "ShipVia",
      "Freight",
      "ShipName",
      "ShipAddress",
      "ShipCity",
      "ShipRegion",
      "ShipPostalCode"
    FROM "Orders"
    Where "ShipCountry"='USA'

    ZappySys Driver - Create Custom Table
  5. That's it now go to Preview Tab and Execute your custom virtual table query. In this example it will extract the orders for the USA Shipping Country only:

    SELECT * FROM "vt__usa_orders_only"
    ZappySys Driver - Execute Custom Virtual Table Query

Read users in Azure Data Factory (Pipeline) via SQL view

  1. Sign in to Azure Portal

    • Open your browser and go to: https://portal.azure.com

    • Enter your Azure credentials and complete MFA if required.

    • After login, go to Data factories.

    Azure Portal
  2. Under Azure Data Factory Resource - Create or select the Data Factory you want to work with.

    Select the Data Factory
  3. Inside the Data Factory resource page, click Launch studio.

    Launch Azure Data Factory Studio
  4. Create a New Linked service:

    • In the Manage section (left menu).

    • Under Connections, select Linked services.

    • Click + New to create a new Linked service based on ODBC.

    Add new Linked service
  5. Select ODBC service:

    Add new ODBC service
  6. Configure new ODBC service. Use the same DSN name we used in the previous step and copy it to Connection string box:

    ZendeskDSN
    DSN=ZendeskDSN
    Configure new ODBC service
  7. For created ODBC service create ODBC-based dataset:

    Add new ODBC dataset
  8. Go to your pipeline and add Copy data connector into the flow. In Source section use OdbcDataset we created as a source dataset:

    Set source in Copy data
  9. Then go to Sink section and select a destination/sink dataset. In this example we use precreated AzureBlobStorageDataset which saves data into an Azure Blob:

    Set sink in Copy data
  10. Finally, run the pipeline and see data being transferred from OdbcDataset to your destination dataset:

    Run the flow

Advanced topics

Creating SQL stored procedures

You can create procedures to encapsulate custom logic and then only pass handful parameters rather than long SQL to execute your API call.

Steps to create Custom Stored Procedure in ZappySys Driver. You can insert Placeholders anywhere inside Procedure Body. Read more about placeholders here

  1. Go to Custom Objects Tab and Click on Add button and Select Add Procedure:
    ZappySys Driver - Add Stored Procedure

  2. Enter the desired Procedure name and click on OK:
    ZappySys Driver - Add Stored Procedure Name

  3. Select the created Stored Procedure and write the your desired stored procedure and Save it and it will create the custom stored procedure in the ZappySys Driver. Here is an example stored procedure for ZappySys Driver. You can insert Placeholders anywhere inside Procedure Body. Read more about placeholders here

    CREATE PROCEDURE [usp_get_orders]
        @fromdate = '<<yyyy-MM-dd,FUN_TODAY>>'
     AS
        SELECT * FROM Orders where OrderDate >= '<@fromdate>';
    
    ZappySys Driver - Create Custom Stored Procedure
  4. That's it now go to Preview Tab and Execute your Stored Procedure using Exec Command. In this example it will extract the orders from the date 1996-01-01:

    Exec usp_get_orders '1996-01-01';
    ZappySys Driver - Execute Custom Stored Procedure

Conclusion

And there you have it — a complete guide on how to read users (all) in Azure Data Factory (Pipeline) without writing complex code. All of this was powered by Zendesk ODBC Driver, 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 (Pipeline), so you can skip the trial and error. Find your next step-by-step guide below:

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