Zendesk Connector for UiPath In this article you will learn how to integrate Zendesk data in UiPath 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 UiPath. 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 Tableau 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 PowerShell Connect to Zendesk in ODBC

Create ODBC Data Source (DSN) based on ZappySys API Driver

Step-by-step instructions

To get data from Zendesk using UiPath we first need to create a DSN (Data Source) which will access data from Zendesk. We will later be able to read data using UiPath. Perform these steps:

1. Install ZappySys ODBC PowerPack.

2. Open ODBC Data Sources (x64):
   

3. Create a User Data Source (User DSN) based on ZappySys API Driver

   ZappySys API Driver

   
   You should create a System DSN (instead of a User DSN) if the client application is launched under a Windows System Account, e.g. as a Windows Service. If the client application is 32-bit (x86) running with a System DSN, use ODBC Data Sources (32-bit) instead of the 64-bit version.

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

   

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.

    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...

   

6. 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:
   

7. Click OK to finish creating the data source.

Video instructions

Read Zendesk data in UiPath Studio (workstation)

Here we will be reading Zendesk data on your workstation. To accomplish that we will create and run UiPath process package locally. Later on, we'll explore how to publish the package to Orchestrator and run it remotely. For now, let's focus on working locally and get started!

1. Open UiPath Studio.
2. Before we really begin the work, make sure UiPath Studio is set as your profile (blue application icon).
3. In case, it is set to UiPath StudioX, you can change it in UiPath StudioX Settings: Simply select UiPath Studio option:
4. Start by creating a new project based on UiPath Process template:
5. Add Run Query activity in Main Sequence box:
6. Click Configure Connection... button to create an ODBC connection:
7. Continue by clicking Connection Wizard:
8. When the window opens, select ODBC-based driver, provider, and then choose ODBC data source:
   ZendeskDSN

   ZendeskDSN

   
   You can also select Use connection string option and use whole ODBC connection string instead. Obtain the connection string by pressing Copy Settings button in your data source configuration.
9. Once you do that, it's time to configure a SQL query:
   Make sure, you enclose the query in double quotes!
10. Proceed by adding a Write CSV activity after Run Query:
    In this article we are using Write CSV, but you can freely add any other destination of your choice, e.g. Write DataTable to Excel.
11. Once you do that, configure the added Write CSV, this will write Zendesk data to a CSV file:
12. It's time for fun! Which means it's time for debugging! Just run the package locally to debug:
13. Finally, ensure there are no execution errors!

Run UiPath package using Orchestrator (via robot)

UiPath also offers the ability to execute packages remotely using Orchestrator and a robot. This is achieved by publishing the package to UiPath Orchestrator, installing UiPath Assistant on the remote machine, connecting it to Orchestrator, enabling us to run the package remotely. It may sound complicated at first glance, but further steps will clear things out. Let's not waste our precious time and delve into the details!

Publish process package from UiPath Studio

1. First of all, open the UiPath process package we created in the previous step
2. Set the option that our process package Starts in Background:
3. We are ready to Publish it:
4. Make sure, you publish it to the Shared folder in UiPath Orchestrator Tenant workspace:
5. Finally, success! We are ready for the next step - creating UiPath robot - so we can automate the job:

Create robot in UiPath Orchestrator

1. First of all, let's open UiPath Orchestrator from UiPath Automation Cloud console:
2. It's time to create a robot, which will run unattended packages:
3. But first we have to create a runtime. Choose to host our robot on-premise, not in UiPath infrastructure:
4. Let's move along and Create new machine template, this will create a machine in UiPath Orchestrator:
5. Configure the machine to run in Production environment:
6. We are ready to Create new robot account in the new machine:
7. Let's make our robot to work only on background automations:
8. Continue by selecting newly created robot:
9. Select Shared folder, so that everyone in the team can benefit from it:
   This is the folder where we published our UiPath process package "MyProcess"
10. We are almost done! We are given machine Client ID and Client secret which we will use to connect UiPath Assistant to our created machine in Orchestrator. Let's leave this open for a while and see how we can do it in the next step.

Connect UiPath Assistant to Orchestrator

We are ready to connect UiPath Assistant to the machine we created in Orchestrator. UiPath Assistant will run our package in a remote machine. Let's connect it and give it some work!

1. Connect to a remote machine (where your UiPath process package will be running).
2. Install UiPath Studio there.
3. Then configure ODBC data source:

   If you chose Use user or system data source option in connection configuration, when creating UiPath process package, then create an identical ODBC data source on the same remote machine. Use the same configuration as the one created in your workstation in the first step.

   Use Copy Settings and Load Settings buttons to make your life easier. They will help you to transfer settings between different ODBC data sources.

   If you chose Use connection string option, then you don't have to do anything. However, you still have to install ODBC PowerPack on the remote machine.

4. Continue by opening UiPath Assistant and going to Preferences:
5. Find Orchestrator Settings menu item and click it:
6. And here even bigger fun begins! But fear not, all you have to do is open your web browser window with Client ID & Client secret we obtained in the previous step and simply copy and paste those values into UiPath Assistant. Also, don't forget to configure Orchestrator URL:
7. Finally, we get rewarded for the hard work with the Connected as Unattended status:

Create and run UiPath process in Orchestrator

We are at the finish line! Let's create and run UiPath process. This will execute the package on your remote machine using the UiPath Assistant configured earlier.

1. First of all, open UiPath Orchestrator from UiPath Automation Cloud console.
2. Then proceed by going to Process in Shared folder:
3. Continue by simply clicking on Add process button:
4. Select the process package we created in UiPath Studio:
5. Rest a while, and just hit Next, unless your package has requirements:
6. Then simply hit Create button:
7. But let's not stop here and Start the process by creating a job right away:
8. Use the same Production runtime we created before and hit Start:
9. We've reached the final step! In the CSV destination file or destination of your choice you should see Zendesk data:

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 UiPath 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 UiPath and integrate data without any coding. Click here to Download Zendesk Connector for UiPath 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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