Zendesk

Zendesk is a cloud-based customer service and support platform that helps businesses manage and streamline their customer interactions. It offers a suite of tools and features designed to improve customer engagement, support ticket management, and overall customer satisfaction.

Features

Feature name	Supported
Column Hashing	True	Field level
Blocking	True	Field level
Incremental	True
Custom data	True
History	False
ReSync	True	Table level
Templates	False

Data Schema

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🔧 Setup Guide

Step 1 - Get credentials from Zendesk

To authorize the Weld App, you need the following:

1. Zendesk Support URL (the URL your account belongs to, for instance https://weld.zendesk.com);
2. Zendesk Admin Email (the email address of the administrator user).

Step 2 - Get API Key

API token access is disabled by default. Before you can generate an API token, enable API token access:

1. In Zendesk's Admin Center, click Apps and integrations in the sidebar, then select APIs > Zendesk APIs.
2. Click the Token Access toggle to enable API token access.

Once you have enabled API token access, admins can generate an API token:

1. In Zendesk's Admin Center, click Apps and integrations in the sidebar, then select APIs > Zendesk APIs.

2. Click the Settings tab, and make sure Token Access is enabled.

3. Click the Add API token button to the right of Active API Tokens.

   The token is generated and displayed.

4. Enter an API token description.

5. Copy the token and paste it somewhere secure. Once you close this window, the full token will never be displayed again.

6. Click Save to return to the API page.

   If you click the token to reopen it, a truncated version of the token is displayed.

🔧 rETL Setup Guide

Step 1 - Destination

1. Click on the Reverse ETL item in the sidebar to navigate to the page.
2. If this is your first reverse ETL sync the setup guide will automatically start. Otherwise click "Add Reverse ETL Sync" button to start the setup guide.
3. Find the Zendesk connector from the list of destinations and choose an existing connection, if any, or click to create a new connection which you will need to authorize.
4. Add the Zendesk Support URL and Zendesk Email from step 1, along with the API key from step 2, to the connector form, and click Connect.

Step 2 - Target Details

The Zendesk connection does not have additional configuration - This will be skipped.

Step 3 - Map Data

Define how your source data should sync with your destination.

Source

Choose the SQL model that contains the data that you would like to send to Zendesk

Destination Object

Select the destination object you want to sync data to:

• You can choose between ticket, user, or organization.

Sync Mode

Choose how you would like to sync your data:

• Insert - Inserts new records only
• Update - Update existing records only
• Upsert - Inserts new records and updates already synced data

Choose Identifier

Select the unique identifier field to match your record between your source and destination (this is usually the email or ID).

Field Mapping

Configure the field mapping between your source and destination. Map the column from your source model to the property in Active Campaign.

Step 4 - Schedule Sync

Decide how often you want your data to sync. Pick a frequency that matches your needs to keep your destination always up-to-date. You can choose to have the sync running on an independent schedule or as part of an orchestration workflow.

• Independent: The sync will run on its own schedule, independent of other syncs.
• Orchestration: The sync will be part of an orchestration workflow, allowing you to run it in conjunction with other tasks.

Step 5 - Finalise and Run

Click "Start Sync" to save your configuration and start the sync process.