Zendesk


Zendesk


Setup Guide

Follow these steps to connect Zendesk to your CData Connect account:

  1. Open the Connections page of the CData Connect dashboard.

  2. Click + Add Connection in the upper-right corner.

  3. Type Zendesk into the search field, then click the data source name.

  4. On the Basic Settings tab of the new connection, enter a connection name or keep the default name.

  5. Enter your your Zendesk Support URL.

  6. Select the Authentication method, then proceed to the relevant section and follow those instructions.

Authentication Methods

Basic

  1. In the User field, enter the Zendesk username for authentication.

  2. In the Zendesk Support admin interface, navigate to Admin > Channels > API. Then follow the instructions for your chosen authentication method:

    • For password authentication, enable password access on the Zendesk Support API page.

    • For API token authentication, create the API token on the Zendesk Support API page.

  3. Enter either your Password OR your Api Token.

  4. At the top of the CData Connect Add Zendesk Connection page, click Save & Test.

    • If the connection test succeeds, a message indicates that your connection has been created.

    • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Then, try again.

OAuth

  1. Click Sign in to connect securely through OAuth. This action opens the Zendesk sign-in page in a new tab.

  2. Log into your Zendesk account and provide the requested permissions (if applicable).

  3. At the top of the CData Connect Add Zendesk Connection page, click Save & Test.

    • If the connection test succeeds, a message indicates that your connection has been created.

    • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Then, try again.

More Information

For more information about interactions between CData Connect and Zendesk, see this information page.