Zendesk Connector for Tableau In this article you will learn how to integrate Zendesk data in Tableau without coding in just a few clicks (live / bi-directional connection to 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.. Using Zendesk Connector you will be able to connect, read, and write data from within Tableau. Follow the steps below to see how we would accomplish that. Download Documentation The driver mentioned above is part of ODBC PowerPack which is a collection of high-performance Drivers for various API data source (i.e. REST API, JSON, XML, CSV, Amazon S3 and many more). Using familiar SQL query language you can make live connections and read/write data from API sources or JSON / XML / CSV Files inside SQL Server (T-SQL) or your favorite Reporting (i.e. Power BI, Tableau, Qlik, SSRS, MicroStrategy, Excel, MS Access), ETL Tools (i.e. Informatica, Talend, Pentaho, SSIS). You can also call our drivers from programming languages such as JAVA, C#, Python, PowerShell etc. If you are new to ODBC and ZappySys ODBC PowerPack then check the following links to get started. ODBC PowerPack - System Requirements and Installation Getting Started - Using ODBC PowerPack ODBC API Driver Help File

Connect to Zendesk in other apps Connect to Zendesk in SSIS Connect to Zendesk in SQL Server Connect to Zendesk in Power BI Connect to Zendesk in SSRS Connect to Zendesk in Informatica Connect to Zendesk in MS Access Connect to Zendesk in MS Excel Connect to Zendesk in SSAS Connect to Zendesk in C# Connect to Zendesk in Python Connect to Zendesk in JAVA Connect to Zendesk in SAP Crystal Reports Connect to Zendesk in Azure Data Factory (Pipeline) Connect to Zendesk in Azure Data Factory (SSIS) Connect to Zendesk in Talend Studio Connect to Zendesk in UiPath Connect to Zendesk in PowerShell Connect to Zendesk in ODBC

Create Data Source in ZappySys Data Gateway based on API Driver

1. Download and install ZappySys ODBC PowerPack.

2. Search for gateway in start menu and 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:
   

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

   
   

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

   

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.

    Token Authentication [Http]

   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

   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	Fill in the parameter...
   RetryStatusCodeList	Fill in the parameter...
   RetryCountMax	Fill in the parameter...
   RetryMultiplyWaitTime	Fill in the parameter...

   

    OAuth Authentication [OAuth]

   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

   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	Fill in the parameter...
   RetryStatusCodeList	Fill in the parameter...
   RetryCountMax	Fill in the parameter...
   RetryMultiplyWaitTime	Fill in the parameter...

   

    UserID/Password Authentication (2FA must be OFF) [Http]

   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.

   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	Fill in the parameter...
   RetryStatusCodeList	Fill in the parameter...
   RetryCountMax	Fill in the parameter...
   RetryMultiplyWaitTime	Fill in the parameter...

   

7. Once the data source has been configured, you can preview data. Select the Preview tab and use settings similar to the following to preview data:
   

8. Click OK to finish creating the data source.

Read data in SQL Server from the ZappySys Data Gateway

1. To read the data in SQL Server the first thing you have to do is create a Linked Server. Go to SQL Server Management Studio and configure it in a similar way:
   

2. Then click on Security option and configure username we created in ZappySys Data Gateway in one of the previous steps:
   

3. Optional: Under the Server Options, Enable RPC and RPC Out and Disable Promotion of Distributed Transactions(MSDTC).

   

   ---

   You need to enable RPC Out if you plan to use EXEC(...) AT [MY_LINKED_SERVER_NAME] rather than OPENQUERY.
   If don't enabled it, you will encounter the Server 'MY_LINKED_SERVER_NAME' is not configured for RPC error.

   Query Example:

   EXEC('Select * from Products') AT [MY_LINKED_SERVER_NAME]

   ---

   If you plan to use 'INSERT INTO...EXEC(....) AT [MY_LINKED_SERVER_NAME]' in that case you need to Disable Promotion of Distributed Transactions(MSDTC).
   If don't disabled it, you will encounter the The operation could not be performed because OLE DB provider "SQLNCLI11" for linked server "MY_LINKED_SERVER_NAME" was unable to begin a distributed transaction. error.

   Query Example:

   Insert Into dbo.Products
    EXEC('Select * from Products') AT [MY_LINKED_SERVER_NAME]
   

   ---

4. Finally, open a new query and execute a query we saved in one of the previous steps:
   

   SELECT * FROM OPENQUERY([MY_LINKED_SERVER_NAME], 'SELECT * FROM Products');

   

Create Linked Server using Code

    USE [master]
    GO
    --///////////////////////////////////////////////////////////////////////////////////////
    --Run below code in SSMS to create Linked Server and use ZappySys Drivers in SQL Server
    --///////////////////////////////////////////////////////////////////////////////////////

    //Replace YOUR_GATEWAY_USER, YOUR_GATEWAY_PASSWORD
    //Replace localhost with IP/Machine name if ZappySys Gateway Running on different machine other than SQL Server
    //Replace Port 5000 if you configured gateway on a different port


    --1. Configure your gateway service as per this article https://zappysys.com/links?id=10036

    --2. Make sure you have SQL Server Installed. You can download FREE SQL Server Express Edition from here if you dont want to buy Paid version https://www.microsoft.com/en-us/sql-server/sql-server-editions-express

    --Uncomment below if you like to drop linked server if it already exists
    --EXEC master.dbo.sp_dropserver @server=N'LS_ZendeskDSN', @droplogins='droplogins'

    --3. Create new linked server

    EXEC master.dbo.sp_addlinkedserver
      @server = N'LS_ZendeskDSN'  --Linked server name (this will be used in OPENQUERY sql
    , @srvproduct=N''
    ---- For MSSQL 2012,2014,2016 and 2019 use below (SQL Server Native Client 11.0)---
    , @provider=N'SQLNCLI11'
    ---- For MSSQL 2022 or higher use below (Microsoft OLE DB Driver for SQL Server)---
    --, @provider=N'MSOLEDBSQL'
    , @datasrc=N'localhost,5000' --//Machine / Port where Gateway service is running
    , @provstr=N'Network Library=DBMSSOCN;'
    , @catalog=N'ZendeskDSN' --Data source name you gave on Gateway service settings

    --4. Attach gateway login with linked server

    EXEC master.dbo.sp_addlinkedsrvlogin
    @rmtsrvname=N'LS_ZendeskDSN'  --linked server name
    , @useself=N'False'
    , @locallogin=NULL
    , @rmtuser=N'YOUR_GATEWAY_USER' --enter your Gateway user name
    , @rmtpassword='YOUR_GATEWAY_PASSWORD'  --enter your Gateway user's password
    GO

    --5. Enable RPC OUT (This is Optional - Only needed if you plan to use EXEC(...) AT YourLinkedServerName rather than OPENQUERY
    EXEC sp_serveroption 'LS_ZendeskDSN', 'rpc', true;
    EXEC sp_serveroption 'LS_ZendeskDSN', 'rpc out', true;

    --Disable MSDTC - Below needed to support INSERT INTO from EXEC AT statement
    EXEC sp_serveroption 'LS_ZendeskDSN', 'remote proc transaction promotion', false;

    --Increase query timeout if query is going to take longer than 10 mins (Default timeout is 600 seconds)
    --EXEC sp_serveroption 'LS_ZendeskDSN', 'query timeout', 1200;
    GO

Create View in SQL Server

Finally, use this or similar query in a view or stored procedure, which you will be able to use in Tableau. We will create a view to return invoices:

1. CREATE VIEW vwApiInvoices AS
    SELECT * FROM OPENQUERY([MY_LINKED_SERVER_NAME], 'SELECT * FROM Invoices')

Read data in Tableau from SQL Server

Actually, we will be getting data from SQL Server which in turn will be getting data from ZappySys Data Gateway data source. Let's begin and see how to accomplish that:

1. Open Tableau Desktop and click File > New
2. To create new Connection click More > Microsoft SQL Server > Enter your credentials to connect to SQL Server (in our example before we used tdsuser):
3. Once connection is created for SQL Server we can read Zendesk data 3 different ways:
   1. Query View which contains OPENQUERY to Linked Server for Zendesk data
   2. Use direct SQL Query using OPENQUERY
   3. Use Stored Procedure (Mostly useful to parameterize calls
4. See below example to pull data from Zendesk in Tableau using SQL View approach:
5. Once your data sources are created you can click on Sheet1 and drag fields to create visualizations for Tableau Dashboard:

Passing Parameters to Zendesk calls in Tableau (Dynamic SQL)

1. First lets create a stored procedure in SQL Server for Parameter Example. Notice how we added WITH RESULT SETS in the code to describe metadata.

   --DROP PROC dbo.usp_GetInvoicesByCountry
   --GO
   /*
   Purpose: Parameterize Zendesk call via SQL. Call ZappySys Drivers inside SQL Server.
   */
   CREATE PROC dbo.usp_GetInvoicesByCountry
   	@country varchar(100) 
   AS 
   
   DECLARE @sql varchar(max)
   --//Escape single ticks carefully
   SET @sql =  'SELECT OrderID,CustomerID,Country,Quantity FROM $
   WITH (Src=''https://services.odata.org/V3/Northwind/Northwind.svc/Invoices?$format=json@filter=Country eq '+ @country +'''
   	 ,Filter=''$.value[*]''
   	 ,DataFormat=''OData''
   )'
   
   DECLARE @sqlFull varchar(max)
   SET @sqlFull='SELECT * FROM OPENQUERY( [LS] , ''' + REPLACE( @sql, '''', '''''' ) + ''' )'
   PRINT @sqlFull --//For DEBUG purpose
   
   EXECUTE (@sqlFull) 
   WITH RESULT SETS ( 
    (OrderID int,CustomerID varchar(100),Country varchar(100),Quantity int) --//describe first result. If you don't do this then wont work in Tableau 
   )
   GO
   -- Example call
   EXEC dbo.usp_GetInvoicesByCountry @country='Germany'

2. Once you create a stored procedure go to Tableau datasource and select Database which contains the stored procedure we just created.
3. Now find your stored proc and drag it on the datasource pane. You will see parameters UI as below. You can create new parameter - Select New Parameter under Value Column.
4. Thats it now you can reuse your parameterized datasource anywhere in Dashboard.
5. If you have need to select Parameters from predefined values rather than free text then edit your parameter and select List option. Define values you like to select from as below.
6. When you create Tableau Dashboard you will see Parameter dropdown (If you selected List) elase you may see Textbox to enter custom value.

Firewall settings

So far we have assumed that Gateway is running on the same machine as SQL Server. However there will be a case when ZappySys ODBC PowerPack is installed on a different machine than SQL Server. In such case you may have to perform additional Firewall configurations. On most computers firewall settings wont allow outside traffic to ZappySys Data Gateway. In such case perform following steps to allow other machines to connect to Gateway.

If you are using newer version of ZappySys Data Gateway then adding firewall rule is just a single click.

1. Search for gateway in start menu and open ZappySys Data Gateway.
2. Go to Firewall Tab and click Add Firewall Rule button like below. This will create Firewall rule to all Inbound Traffic on Port 5000 (Unless you changed it).

1. Search for Windows Firewall Advanced Security in start menu.
2. Under Inbound Rules > Right click and click [New Rule] >> Click Next
3. Select Port on Rule Type >> Click Next
4. Click on TCP and enter port number under specified local port as 5000 (use different one if you changed Default port) >> Click Next
5. Select Profile (i.e. Private, Public) >> Click Next
6. Enter Rule name [i.e. ZappySys Data Gateway – Allow Inbound ] >> Click Next
7. Click OK to save the rule

Advanced topics

Create Custom Stored Procedure in ZappySys Driver

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:
   

2. Enter the desired Procedure name and click on OK:
   

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>';
   

   
   

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';

   
   

5. Let's generate the SQL Server Query Code to make the API call using stored procedure. Go to Code Generator Tab, select language as SQL Server and click on Generate button the generate the code.
   As we already created the linked server for this Data Source, in that you just need to copy the Select Query and need to use the linked server name which we have apply on the place of [MY_API_SERVICE] placeholder.
   

   SELECT * FROM OPENQUERY([MY_API_SERVICE], 'EXEC usp_get_orders @fromdate=''1996-07-30''')

   
   

6. Now go to SQL served and execute that query and it will make the API call using stored procedure and provide you the response.
   

Create Custom Virtual Table in ZappySys Driver

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:
   

2. Enter the desired Table name and click on OK:
   

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'

   
   

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"

   
   

6. Let's generate the SQL Server Query Code to make the API call using stored procedure. Go to Code Generator Tab, select language as SQL Server and click on Generate button the generate the code.
   As we already created the linked server for this Data Source, in that you just need to copy the Select Query and need to use the linked server name which we have apply on the place of [MY_API_SERVICE] placeholder.
   

   SELECT * FROM OPENQUERY([MY_API_SERVICE], 'EXEC [usp_get_orders] ''1996-01-01''')

   
   

7. Now go to SQL served and execute that query and it will make the API call using stored procedure and provide you the response.
   

Actions supported by Zendesk Connector

Zendesk Connector Examples for Tableau Connection

This page offers a collection of SQL examples designed for seamless integration with the ZappySys API ODBC Driver under ODBC Data Source (36/64) or ZappySys Data Gateway, enhancing your ability to connect and interact with Prebuilt Connectors effectively.

SELECT * FROM Tickets

SELECT * from get_tickets_by_ids
WITH(ticket_ids='104861,104860')

SELECT * from Tickets
WHERE ID=104861

SELECT * FROM get_tickets_incr
WITH(
	    start_time='2012-01-31T00:00:00' --modified after exact date / time (yyyy-MM-dd or yyyy-MM-ddTHH:mm:ss)
		
	  --start_time='yesterday' --modified after yesterday
	  --start_time='now-5h' --modified after current time minus 5 hours
	  --start_time='today-60s' --modified after today minus 60 seconds
	  --start_time='weekstart' --modified after weekstart
	  --start_time='monthstart-1d' --modified after month start minus 1 day
	  --start_time='yearstart-1d' --modified after year start minus 1 day
	  --start_time='yearstart+1d' --modified after year start plus 1 day
	  --start_time='yearend+1d' --modified after year end plus 1 day
)

SELECT * FROM get_users_incr
WITH(
	    start_time='2012-01-31T00:00:00' --modified after exact date / time (yyyy-MM-dd or yyyy-MM-ddTHH:mm:ss)
		
	  --start_time='yesterday' --modified after yesterday
	  --start_time='now-5h' --modified after current time minus 5 hours
	  --start_time='today-60s' --modified after today minus 60 seconds
	  --start_time='weekstart' --modified after weekstart
	  --start_time='monthstart-1d' --modified after month start minus 1 day
	  --start_time='yearstart-1d' --modified after year start minus 1 day
	  --start_time='yearstart+1d' --modified after year start plus 1 day
	  --start_time='yearend+1d' --modified after year end plus 1 day
)

SELECT * FROM get_organizations_incr
WITH(
	    start_time='2012-01-31T00:00:00' --modified after exact date / time (yyyy-MM-dd or yyyy-MM-ddTHH:mm:ss)
		
	  --start_time='yesterday' --modified after yesterday
	  --start_time='now-5h' --modified after current time minus 5 hours
	  --start_time='today-60s' --modified after today minus 60 seconds
	  --start_time='weekstart' --modified after weekstart
	  --start_time='monthstart-1d' --modified after month start minus 1 day
	  --start_time='yearstart-1d' --modified after year start minus 1 day
	  --start_time='yearstart+1d' --modified after year start plus 1 day
	  --start_time='yearend+1d' --modified after year end plus 1 day
)

SELECT * FROM get_tickets_by_org
WITH(
	  organization_id='12'
)

SELECT * FROM get_tickets_for_user_requested
WITH(
	  user_id='123'
)

SELECT * FROM get_tickets_for_user_cced
WITH(
	  user_id='123'
)

SELECT * FROM get_tickets_for_user_assigned
WITH(
	  user_id='123'
)

SELECT * FROM get_tickets_count

SELECT * FROM get_tickets_count_org
WITH(
	  organization_id='123'
)

SELECT * FROM get_ticket_attachments
WITH(
	  ticket_id='104351'
)

SELECT * FROM Users --Where Id=1234

SELECT * from get_users_by_ids
WITH(user_ids='1111,2222,3333')

SELECT * FROM Organizations --Where Id=1234

SELECT * from get_organizations_by_ids
WITH(organization_ids='1111,2222,3333')

INSERT INTO Tickets(
	subject
	,status
	,assignee_id
	,comment_body_html --(for html body)
	--,comment_body (for plain text)
	,comment_public
	,tags
	,custom_fields)
VALUES(
  'Test Ticket Subject - From email'
, 'new' --new, solved, closed
, 18590685428 --assign to agent id
, 'This is <b>html body</b>' --markup also supported
, 1 --1=public, 0=private 
, '["tag1","tag2"]' 
  --below json can be obtained using select custom_fields from tickets where id=1234
, '[
  {
    "id": 56608448,
    "value": "1122"
  },
  {
    "id": 57385967,
    "value": "ORD-12345"
  }
]'
)

INSERT INTO Tickets(
	subject
	,status
	,requester_email
	,requester_name
	,assignee_id 
	--,group_id --or assign to group
	,comment_body_html --(for html body)
	--,comment_body (for plain text)
	,comment_public
	,tags
	,custom_fields)
VALUES(
  'Test Ticket Subject - From email'
, 'new' --new, solved, closed
, 'fromsomeuser@abc.com' --from email
, 'Bob Smith' --submitter name needed if its new user
, 18590685428 --assign to agent id
--,123435454 --or use group id if not assignee 
, 'This is <b>html body</b>' --markup also supported
--, 'This is plain text'
, 1 --1=public, 0=private 
, '["tag1","tag2"]' 
  --below json can be obtained using select custom_fields from tickets where id=1234
, '[
  {
    "id": 56608448,
    "value": "1122"
  },
  {
    "id": 57385967,
    "value": "ORD-12345"
  }
]'
)

INSERT INTO Tickets_BULK 
SOURCE(
  'MSSQL' --ODBC or OLEDB
  ,'Data Source=localhost;Initial Catalog=Test;Integrated Security=true'
  ,'select ''Test Subject#1'' as subject,''new'' as status,''this is description#1'' as comment_body from Projects'
)

DELETE FROM Tickets WHERE Id=111

DELETE FROM Tickets_Bulk WHERE [$$ticket_ids]='111,222,333'

Update Tickets 
SET subject='Test ticket subject'
  , tags='["tag1","tag2"]' 
  --, additional_tags ='["tag1","tag2"]' --tags you like to remove
  --, remove tags='["tag1","tag2"]'
  , status='pending' --new, solved, closed
  --below json can be obtained using select custom_fields from tickets where id=1234
  , custom_fields='[
  {
    "id": 10000,
    "value": "some value for prop1"
  },
  {
    "id": 10001,
    "value": "some value for prop2"
  }
]'
Where Id = 1234

Update Tickets 
SET comment_body='Closing this ticket'
  , comment_public = 0 --or 1
  , status='solved' --pending, new, closed
  --, comment_body_html='Closing <b>this</b> ticket'
  --, comment_author_id=123545   
Where Id = 1234

Update Tickets 
SET comment_body_html='Closing <b>this</b> ticket'
  , status='solved' --pending, new, closed
  --, comment_author_id=123545   
  --, comment_public = 0 --or 1  
Where Id = 1234

Update Tickets_Bulk 
SET subject='New subject'
  , additional_tags ='["new-tag1","new-tag2"]' --//add some tags
  --, remove_tags='["old-tag1","old-tag2"]' --//removes some tags
  --, tags='["tag1","tag2"]' --//overwrite all tags
  , status='pending' --new, solved, closed
Where Id = 1234

UPDATE Tickets_BULK 
SOURCE(
  'MSSQL' --ODBC or OLEDB
  ,'Data Source=localhost;Initial Catalog=Test;Integrated Security=true'
  ,'select 104897 as Id, ''Test Subject#1-updated-bulk-demo'' as subject,''new'' as status
    UNION 
    select 104898 as Id, ''Test Subject#2-updated-bulk-demo'' as subject,''new'' as status'
)

DELETE FROM Tickets_BULK 
SOURCE(
  'MSSQL' --ODBC or OLEDB
  ,'Data Source=localhost;Initial Catalog=Test;Integrated Security=true'
  ,'select 104897 as Id 
    UNION 
    select 104898 as Id'
)

INSERT INTO Tickets(_rawdoc_) 
VALUES(
  '{
      "subject": "Test ticket #1",    
      "comment": {
        "body": "Test ticket #1"
      },
      "priority": "urgent"
    }'
)

UPDATE Tickets
SET _rawdoc_ =
  '{
      "subject": "Test ticket #1",    
      "comment": {
        "body": "Test ticket #1"
      },
      "priority": "urgent"
    }'
WHERE Id=1234

INSERT INTO Tickets_Bulk(_rawdoc_) 
VALUES(
  '[
    {
      "subject": "Test ticket #1",    
      "comment": {
        "body": "Test ticket #1"
      },
      "priority": "urgent"
    },
    {
      "subject": "Test ticket #2",    
      "comment": {
        "body": "This is a comment for #2"
      },
      "priority": "normal"
    }
  ]'
)

INSERT INTO Users
(
 name
,email
,organization_id
,phone
,default_group_id
,locale
,moderator
,skip_verify_email
,only_private_comments
,signature
,tags
,time_zone
,role
,external_id
,alias
,details
,notes
,remote_photo_url
,user_fields
)
VALUES(
   'Bob Walton'
  ,'bob@abc.com'
  ,5397098432795
  ,'111-222-3333'
  ,114094762733
  ,'en-US'
  ,'false'
  ,'true' --true=do not send verify account email
  ,1 --user can put only private comments
  ,'Best regards, Support Team' --Only agents and admins can have signatures
  ,'["paid","trial","solved"]' 
  ,'America/New_York'
  ,'end-user' --agent or admin 
  ,'zcrm_1558554000052161270'
  ,'some alias'
  ,'some details'
  ,'some notes'
  ,'https://zappysys.com/wp-content/uploads/2021/10/Slider-API-Hub-1.png' --this does not work in INSERT (works only in UPDATE/UPSERT for now)
  ,'{"birthdate": "1981-01-23", "gender": "M"}'
)

UPDATE Users
SET name='Sam Walton'
  ,email='sam@abc.com'
  ,organization_id=5397098432795
  ,phone='111-222-3333'
  ,default_group_id=114094762733
  ,locale='en-US'
  ,skip_verify_email='true' --do not send verify account email
  ,moderator='false'
  ,only_private_comments=1 --user can put only private comments
  ,signature='Best regards, Support Team' --Only agents and admins can have signatures
  ,tags='["paid","trial","solved"]' 
  ,time_zone='America/New_York'
  ,role='end-user'
  ,external_id='zcrm_1558554000052161269'
  ,alias='some alias'
  ,details='some details'
  ,notes='some notes'
  ,remote_photo_url='https://zappysys.com/wp-content/uploads/2021/10/Slider-API-Hub-1.png'
  ,user_fields='{"birthdate": "1981-01-23", "gender": "M"}'
Where id=21811221397915

INSERT INTO Users
(
 name
,email
,organization_id
,phone
,default_group_id
,locale
,moderator
,skip_verify_email
,only_private_comments
,signature
,tags
,time_zone
,role
,external_id
,alias
,details
,notes
,remote_photo_url
,user_fields
)
VALUES(
   'Bob Walton'
  ,'bob@abc.com'
  ,5397098432795
  ,'111-222-3333'
  ,114094762733
  ,'en-US'
  ,'false'
  ,'true' --true=do not send verify account email
  ,1 --user can put only private comments
  ,'Best regards, Support Team' --Only agents and admins can have signatures
  ,'["paid","trial","solved"]' 
  ,'America/New_York'
  ,'end-user' --agent or admin 
  ,'zcrm_1558554000052161270'
  ,'some alias'
  ,'some details'
  ,'some notes'
  ,'https://zappysys.com/wp-content/uploads/2021/10/Slider-API-Hub-1.png' --this does not work in INSERT (works only in UPDATE/UPSERT for now)
  ,'{"birthdate": "1981-01-23", "gender": "M"}'
)

DELETE FROM Users Where id=21855694556443 --it doesnt delete user from system but only changes active flag

SELECT *
FROM get_search
WITH(
	  query='type:user email:bob@abc.com'
)

INSERT INTO Organizations
(
	 name
	,external_id
	,group_id 
	,tags
	,details
	,notes
	,organization_fields
	,domain_names
	,shared_tickets
	,shared_comments
)
VALUES(
	'Abc Inc'
	,'zcrm_1558554000052161270'  --external_id
	,114094762733  
	,'["paid","trial","solved"]' 
	,'some details'
	,'some notes'
	,'{"startdate": "1981-01-23", "revenue": 12000000.50, "somenumber": 1235678}'
	,'["aaa.com", "bbb.com"]'
	,'false'
	,'false'
)

UPDATE Organizations
SET  name='Abc Inc'
	,external_id='zcrm_1558554000052161270'
	,group_id=114094762733 
	,tags='["paid","trial","solved"]'
	,details='some details'
	,notes='some notes'
	,organization_fields='{"startdate": "1981-01-23", "revenue": 12000000.50, "somenumber": 1235678}'
	,domain_names='["aaa.com", "bbb.com"]'
	,shared_tickets='false'
	,shared_comments='false'
Where id=21863188631451

UPSERT INTO Organizations
(
	 name
	--id or external_id can be supplied for UPSERT
	,id 
	--or--
	,external_id
	 
	,group_id 
	,tags
	,details
	,notes
	,organization_fields
	,domain_names
	,shared_tickets
	,shared_comments
)
VALUES(
	'Abc Inc'
	,1234567 --id
	--or--
	,'zcrm_1558554000052161270'  --external_id
	
	,114094762733  
	,'["paid","trial","solved"]' 
	,'some details'
	,'some notes'
	,'{"startdate": "1981-01-23", "revenue": 12000000.50, "somenumber": 1235678}'
	,'["aaa.com", "bbb.com"]'
	,'false'
	,'false'
)

DELETE FROM Organizations Where id=21855694556443

SELECT *
FROM get_search --limited to 1000 rows max
--OR
--FROM get_search_export --returns more than 1000 rows but no sorting or extra column allowed
WITH(
       filtertype='', --can be ticket, organization, user, group. If you set here then no need to put in query (e.g. query='type:ticket ...'). This option is ignored for get_search_Export.
	  ,sort_by='updated_at' --created_at, status, priority, ticket_type. This option is ignored for get_search_Export.
	  ,sort_order='asc'  --desc (not valid for get_search_export). This option is ignored for get_search_Export.

    --read this for more information 
	--https://support.zendesk.com/hc/en-us/articles/4408883318554-Searching-users-groups-and-organizations
	--https://support.zendesk.com/hc/en-us/articles/4408886879258-Zendesk-Support-search-reference#topic_crj_yev_uc
	--https://support.zendesk.com/hc/en-us/articles/4408882086298-Searching-tickets
	
      ,query='type:ticket subject:"Upsert Destination"'   --search tickets where subject contains phrase "Upsert Destination" (special characters like comma / dash etc ignored in match)
	--,query='type:ticket 519872'   --search ticket with id 519872
	--,query='type:ticket tags:solved,odbc_powerpack updated>1months' --search tickets where two tags set solved,odbc_powerpack and updated in last one month
	--,query='type:ticket -tags:odbc_powerpack updated>1months' --search tickets where where tags not like odbc_powerpack and updated in last one month
	--,query='type:ticket status<solved created>1months' --search tickets with status not solved and created in last one month
	--,query='type:ticket created:2014-08-01' --search tickets created on 2014-08-01 (UTC)
	--,query='type:ticket created>2014-08-01T10:30:00Z created<2014-08-01T12:00:00Z' --search tickets created between two datetime (UTC time)
	--,query='type:ticket requester:amy@mondocam.com' --search tickets where requester is amy@mondocam.com
	--,query='type:ticket description:defective' --search tickets where decription contains word "defective"
	--,query='type:ticket description:"product is defective"' --search tickets where decription contains phrase  "product is defective"
	--,query='type:ticket priority>low' --search tickets where priority greater than low (e.g. medium or high)"
	
	--,query='ZappySys' --phrase match (no type): anywhere in ticket / organization / user contains ZappySys word - If filtertype parameter supplied then only those type included
	--,query='ZappySys*' --phrase match (no type): wildcard usage
	--,query='type:user "ZappySys"' --search users with term "ZappySys" anywhere in text properties
    --,query='type:user email:"@zappysys"' --search users with term "@ZappySys.com" in email field
	--,query='type:user name:"zappysys"' --search users with term "ZappySys" in name field
	--,query='type:user details:"zappysys"' --search users with term "ZappySys" in details field
    --,query='type:organization "ZappySys LLC"' --phrase match: organization name contains ZappySys LLC
)

UPSERT INTO Organizations
SOURCE('MSSQL' --ODBC
, 'Data Source=localhost;Initial Catalog=test;Integrated Security=true'

--For bulk input, map columns in External Query (Must use alias column name to match INSERT command Input Column names - see help file)
--If parameter value not same for all input rows then you can prefix some column with $$ to map as parameter (i.e. $$MyParam1)
--'ODBC', 'Driver={ZappySys CSV Driver};DataPath=C:\AccountsToInsert.csv'
--'ODBC', 'DSN=MyDSN'
--'OLEDB', 'Provider=SQLNCLI11;Server=localhost,1433;Database=tempdb;Trusted_Connection=yes;'

, 'select
      21863188631451 as id
    , ''Abc Inc'' as name
	,''zcrm_1558554000052161270'' as external_id
	,114094762733  as group_id
	,''["paid","trial","solved"]'' as tags
	,''some details'' as details
	,''some notes'' as notes
	,''{"startdate": "1981-01-23", "revenue": 12000000.50, "somenumber": 1235678}'' as organization_fields
	,''["aaa.com", "bbb.com"]'' domain_names
	,''false'' as shared_tickets
	,''false'' as shared_comments
')

Conclusion

In this article we discussed how to connect to Zendesk in Tableau and integrate data without any coding. Click here to Download Zendesk Connector for Tableau and try yourself see how easy it is. If you still have any question(s) then ask here or simply click on live chat icon below and ask our expert (see bottom-right corner of this page).

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