Zendesk Support Connector with Upsert

Intro

Zendesk Support Connector with Upsert provides a cloud-based customer service program that includes ticketing, self-service options, and customer support features. It enhances productivity, processes, and pipelines for your sales teams. Use Domo’s Zendesk Support Connector with Upsert to compile reports about tickets, users, and more. To learn more about the Zendesk Support Connector with Upsert API, visit their page (https://developer.Zendesk Support Connector with Upsert.com/rest_api/docs/core/introduction).

The Zendesk Support Connector with Upsert is a “Cloud App” Connector, meaning it retrieves data stored in the cloud. In the Data Center, you can access the Connector page for this and other Cloud App Connectors by clicking Cloud App in the toolbar at the top of the window.

You connect to your Zendesk Support Connector with an Upsert account in the Data Center. This topic discusses the fields and menus that are specific to the Zendesk Support Connector with Upsert user interface. To add DataSets, set update schedules, and edit DataSet information, see Adding a DataSet Using a Connector.

Prerequisites

To connect your Zendesk Support Connector with an Upsert account and create a DataSet, you need the Zendesk URL and the Zendesk credentials for your company.

Connecting to Your Zendesk Support Connector with Upsert Account

This section enumerates the options in the Credentials and Details panes in the Zendesk Support Connector with Upsert page. The components of the other panes in this page, Scheduling and Name & Describe Your DataSet, are universal across most Connector types and are discussed in great detail in Adding a DataSet Using a Connector.

Credentials Pane

This pane contains fields for entering credentials to connect to your Zendesk Support Connector with Upsert account. The following table describes what is needed for each field:

Field	Description
Zendesk URL	Enter the Zendesk URL in the format mycompany.zendesk.com. Do not includehttps://. Once you enter the Zendesk URL, you will be prompted to enter the Zendesk credentials.

Once you have entered valid Zendesk Support Connector with Upsert credentials, you can use the same account any time to create a new Zendesk Support Connector with Upsert. You can manage Connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Manage Connector/Adapter Accounts.

Details Pane

This pane contains a primary Reports menu, along with various other menus which may or may not appear depending on the report type you select.

Menu	Description
Report	Select the Zendesk Support Connector with Upsert report you want to run. The following reports are available:
Associated Data	Select the associated data you want loaded along with the tickets.
Include Attachments	Specify whether you would like to include the attachments in the results.
Select the date to start retrieving data on the first run. Subsequent runs will automatically retrieve newly created and updated tickets, users or organizations	Select the date to start retrieving data on the first run. Subsequent runs will automatically retrieve newly created and updated items. If you modify the date after the first run, this date will be used for the next run and the existing data will be replaced.
Date Selection	Select the Date to start retrieving data on the first run. Subsequent runs will automatically retrieve newly created and updated tickets, users, or organizations.
Single Date	Select whether the report data is for a specific date or for a relative number of days back from today.
Specific Date	Select the specific date using the date selector.
Relative Date	Enter the number of days back that you would like to get data for in the Days Back field. Specify either today or 0, yesterday or 1, or today-7 or 7 to get data for 7 days into the past.
Legacy Schema Selection	Select this check box to use legacy schema for backward compatibility with the Zendesk Support Connector with Upsert Connector.
Exclude Deleted Records	Select this check box to exclude the deleted records from the data.

Other Panes

For information about the remaining sections of the Connector interface, including how to configure schedule, retry, and update options, see Adding a DataSet Using a Data Connector.

FAQs

What endpoint is the base URL for this connector?

The base URL for the Zendesk Support Connector with Upsert Upsert connector is https://.Zendesk Support Connector with Upsert.com/api/v2.

Which endpoint(s) does each report call in this connector?

Report Name	Enpoint URL
Brands	/api/v2/brands.json
Organizations	/incremental/organizations.json
Specify Query	/api/v2/search/export.json
Tickets	/incremental/tickets.json
Ticket Activities	/api/v2/activities.json
Ticket Audits	/ticket_audits.json
Ticket Fields	/ticket_fields.json
Ticket Forms - Agent Conditions	/ticket_forms.json
Ticket Forms - End User Conditions	/ticket_forms.json
Ticket Comments	/tickets//comments.json
Ticket Metric Events	/incremental/ticket_metric_events.json
Users	/incremental/users.json

What kind of credentials do I need to power up the this connector?

You need the Zendesk Support Connector with Upsert username, password or API token, and the Zendesk Support Connector with Upsert instance URL. The Zendesk Support Connector with Upsert user account used for this connector must be an Admin within Zendesk Support Connector with Upsert.

How frequently will my data update?

As often as needed.

Are there any API limits that I need to be aware of?

No

Can I use the same Zendesk Support Connector with Upsert account to create multiple datasets?

Yes

What's the difference between the Zendesk Support Connector with Upsert and Zendesk Support Connector with Upsert Upsert connectors?

The Zendesk Support Connector with Upsert supports a Merge mode along with the Append and Replace modes to update your dataset. The Merge mode replaces all updated rows, while any new rows are appended. Thus, it avoids duplicate entries.
The Zendesk Support Connector with Upsert supports the Append and Replace modes to update your datasets.