Zendesk Connector for SSAS

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.

In this article you will learn how to quickly and efficiently integrate Zendesk data in SSAS without coding. We will use high-performance Zendesk Connector to easily connect to Zendesk and then access the data inside SSAS.

Let's follow the steps below to see how we can accomplish that!

Download Documentation

Create Data Source in ZappySys Data Gateway based on API Driver

  1. Download and install ODBC PowerPack.

  2. Search for gateway in start menu and Open ZappySys Data Gateway:
    Open ZappySys Data Gateway

  3. Go to Users Tab to add our first Gateway user. Click Add; we will give it a name tdsuser and enter password you like to give. Check Admin option and click OK to save. We will use these details later when we create linked server:
    ZappySys Data Gateway - Add User

  4. Now we are ready to add a data source. Click Add, give data source a name (Copy this name somewhere, we will need it later) and then select Native - ZappySys API Driver. Finally, click OK. And it will create the Data Set for it and open the ZS driver UI.

    ZendeskDSN

    ZappySys Data Gateway - Add Data Source

  5. 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
  6. 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:

    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

    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:

    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

    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:

    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

  7. 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 - Zendesk
    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.
    ZendeskDSN
    Open Query Builder in API ODBC Driver to read and write data to REST API
  8. 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 SSAS to retrieve data from Zendesk. Hit OK button to use this query in the next step.

    SELECT * FROM Tickets
    Configure table/endpoint parameters in ODBC data source based on API Driver
    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 data much faster.
  9. 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 SSAS:

    ZappySys API Driver - Zendesk
    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.
    ZendeskDSN
    SELECT * FROM Tickets
    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).
  10. Click OK to finish creating the data source.

Read Zendesk data in SSAS cube

With the data source created in the Data Gateway (previous step), we're now ready to read Zendesk data in an SSAS cube. Before we dive in, open Visual Studio and create a new Analysis Services project. Then, you're all set!

In the example below, we use Multidimensional and Data Mining Analysis Services project, but it should work with Tabular project too.

Create data source based on ZappySys Data Gateway

Let's start by creating a data source for a cube, based on the Data Gateway's data source we created earlier. So, what are we waiting for? Let's do it!

  1. Create a new data source: Create new data source in SSAS to read API data
  2. Once a window opens, select Create a data source based on an existing or new connection option and click New...: Connect to ZappySys Data Gateway in SSAS to read API data
  3. Here things become a little complicated, but do not despair, it's only for a little while. Just perform these little steps:
    • Select Native OLE DB\SQL Server Native Client 11.0 as provider.
    • Enter your Server name (or IP address) and Port, separated by a comma.
    • Select SQL Server Authentication option for authentication.
    • Input User name which has admin permissions in the ZappySys Data Gateway.
    • In Database name field enter the same data source name you use in the ZappySys Data Gateway.
    • Hopefully, our hard work is done, when we Test Connection.
    ZendeskDSN
    ZendeskDSN
    Configure new data source in SSAS to read API data
    If SQL Server Native Client 11.0 is not listed as Native OLE DB provider, try using these:
    • Microsoft OLE DB Driver for SQL Server
    • Microsoft OLE DB Provider for SQL Server
  4. Indeed, life is easy again: Test connection to ZappySys Data Gateway in SSAS to read API data

Add data source view

We have data source in place, it's now time to add a data source view. Let's not waste a single second and get on to it!

  1. Start by right-clicking on Data Source Views and then choosing New Data Source View...: Create new data source view in SSAS to read API data
  2. Select the previously created data source and click Next: Connect to ZappySys Data Gateway in SSAS to read API data
  3. Ignore the Name Matching window and click Next.
  4. Add the tables you will use in your SSAS cube: Select tables to read API data in SSAS cube
    For cube dimensions, consider creating a Virtual Table in the Data Gateway's data source. Use the DISTINCT keyword in the SELECT statement to get unique values from the facts table, like this:
    SELECT DISTINCT Country FROM Customers
    For demonstration purposes we are using sample tables which may not be available in Zendesk.
  5. Review your data source view and click Finish: Successful data source view creation in SSAS
  6. Add the missing table relationships and you're done! Create additional table relationships in SSAS to read API data

Create cube

We have a data source view ready to be used by our cube. Let's create one!

  1. Start by right-clicking on Cubes and selecting New Cube... menu item: Create new SSAS cube to read API data
  2. Select tables you will use for the measures: Choose measure tables in SSAS to read API data
  3. And then select the measures themselves: Selecting measures for SSAS cube to read API data
  4. Don't stop and select the dimensions too: Choosing dimensions for SSAS cube to read API data
  5. Move along and click Finish before the final steps: Read API data in SSAS cube
  6. Review your cube before processing it: Read API data in SSAS cube
  7. It's time for the grand finale! Hit Process... to create the cube: Process SSAS cube to read API data
  8. A splendid success! SSAS cube processed to read API data

Execute MDX query

The cube is created and processed. It's time to reap what we sow! Just execute an MDX query and get Zendesk data in your SSAS cube:

Execute MDX in SSAS cube to read API data

Actions supported by Zendesk Connector

Learn how to perform common Zendesk actions directly in SSAS with these how-to guides:

Conclusion

In this article we showed you how to connect to Zendesk in SSAS 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 SSAS 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 SSAS Documentation

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