Zendesk Connector for SAP Crystal ReportsZendesk 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. In this article you will learn how to quickly and efficiently integrate Zendesk data in SAP Crystal Reports without coding. We will use high-performance Zendesk Connector to easily connect to Zendesk and then access the data inside SAP Crystal Reports. Let's follow the steps below to see how we can accomplish that! Zendesk Connector for SAP Crystal Reports is based on ZappySys API Driver which is part of ODBC PowerPack. It is a collection of high-performance ODBC drivers that enable you to integrate data in SQL Server, SSIS, a programming language, or any other ODBC-compatible application. ODBC PowerPack supports various file formats, sources and destinations, including REST/SOAP API, SFTP/FTP, storage services, and plain files, to mention a few. |
Connect to Zendesk in other apps
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Create ODBC Data Source (DSN) based on ZappySys API Driver
Step-by-step instructions
To get data from Zendesk using SAP Crystal Reports we first need to create a DSN (Data Source) which will access data from Zendesk. We will later be able to read data using SAP Crystal Reports. Perform these steps:
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Download and install ODBC PowerPack.
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Open ODBC Data Sources (x64):
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Create a User data source (User DSN) based on ZappySys API Driver
ZappySys API Driver-
Create and use User DSN
if the client application is run under a User Account.
This is an ideal option
in design-time , when developing a solution, e.g. in Visual Studio 2019. Use it for both type of applications - 64-bit and 32-bit. -
Create and use System DSN
if the client application is launched under a System Account, e.g. as a Windows Service.
Usually, this is an ideal option to use
in a production environment . Use ODBC Data Source Administrator (32-bit), instead of 64-bit version, if Windows Service is a 32-bit application.
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Create and use User DSN
if the client application is run under a User Account.
This is an ideal option
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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:
ZendeskDSNZendesk -
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.
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 below API reference (external site) link for Token Authentication [Http]https://developer.zendesk.com/rest_api/docs/support/introduction#api-token
Fill in all required parameters and set optional parameters if needed:
ZendeskDSNZendeskToken Authentication [Http]https://[$Domain$].zendesk.com/api/v2Required 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 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 below API reference (external site) link for OAuth Authentication [OAuth]https://developer.zendesk.com/rest_api/docs/support/introduction#oauth-access-token
Fill in all required parameters and set optional parameters if needed:
ZendeskDSNZendeskOAuth Authentication [OAuth]https://[$Domain$].zendesk.com/api/v2Required 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 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 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.
Fill in all required parameters and set optional parameters if needed:
ZendeskDSNZendeskUserID/Password Authentication (2FA must be OFF) [Http]https://[$Domain$].zendesk.com/api/v2Required 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 -
Once the data source connection has been configured, it's time to configure the SQL query. Select the Preview tab and then click Query Builder button to configure the SQL query:
ZappySys API Driver - ZendeskZendesk 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.ZendeskDSN -
Start by selecting the Table or Endpoint you are interested in and then configure the parameters. This will generate a query that we will use in SAP Crystal Reports to retrieve data from Zendesk. Hit OK button to use this query in the next step.
SELECT * FROM Tickets
Some parameters configured in this window will be passed to the Zendesk API, e.g. filtering parameters. It means that filtering will be done on the server side (instead of the client side), enabling you to get only the meaningful datamuch faster . -
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 SAP Crystal Reports:
ZappySys API Driver - ZendeskZendesk 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.ZendeskDSNSELECT * FROM Tickets
You can also access data quickly from the tables dropdown by selecting <Select table>.AWHERE
clause,LIMIT
keyword will be performed on the client side, meaning that thewhole 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). -
Click OK to finish creating the data source.
Video Tutorial
Read data in SAP Crystal Reports from the ODBC data source
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First of all, open SAP Crystal Reports and create the new Crystal Report.
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And it will open the new data source selection window. Under ODBC(RDO) double click on the Make New Connection and Select the desired ODBC DSN, in our case we need to select ZendeskDSN which we created in upper section. And Click on Next.
ZendeskDSN -
Expand the Connection and under the data select the desired table(s) or view(s) and click Add > button and click on Next.
ZendeskDSNZendeskDSN -
Add the desired Fields to Display in the Reports. Here we are adding all fields and click on Finish.
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That's it and you will be able to load the data in the Report.
Using ZappySys Driver Custom Views and Stored Procedure in SAP Crystal Report
You can create parameterized Stored Procedure and Virtual Tables on the same Data Source (ODBC DSN or Data Gateway Data Source). Please refer to this article for the same. You can create procedures to encapsulate custom logic and then only pass handful parameters rather than long SQL to execute your API call.Using Custom Views in the SAP Crystal Report
After establishing the connection with ZendeskDSN Data Source you can use the custom view in SQL Crystal Report.
Using Custom Stored Procedure in the SAP Crystal Report
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First of all, create the custom stored procedure in the ZappySys Driver. Please refer to this article to create the custom stored procedure.
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After establishing the connection with ZendeskDSN Data Source you can use the custom Stored Procedure in SQL Crystal Report. Same way you can write custom queries also in the query box.
ZendeskDSN
Actions supported by Zendesk Connector
Learn how to perform common Zendesk actions directly in SAP Crystal Reports with these how-to guides:
- 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
- Upsert Users (Bulk) - Create or Update
- Generic Request
- Generic Request (Bulk Write)
Conclusion
In this article we showed you how to connect to Zendesk in SAP Crystal Reports and integrate data without any coding, saving you time and effort. It's worth noting that ZappySys API Driver allows you to connect not only to Zendesk, but to any Java application that supports JDBC (just use a different JDBC driver and configure it appropriately).
We encourage you to download Zendesk Connector for SAP Crystal Reports and see how easy it is to use it for yourself or your team.
If you have any questions, feel free to contact ZappySys support team. You can also open a live chat immediately by clicking on the chat icon below.
Download Zendesk Connector for SAP Crystal Reports Documentation
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