Zendesk Setup Guide

To integrate Zendesk data into Panoply using default selections, complete the following steps. For more advanced options, complete the following and refer to the subsequent sections for detailed information.

1. Click Data Sources in the navigation menu.
2. Click the Add Data Source button.
3. In the Data Sources – Choose Source Type window, select Zendesk. Zendesk is listed under APIs.
4. Enter your Zendesk subdomain.
5. Enter the email address associated with the API token.
6. Enter your API token, which is available in the Zendesk Admin interface at Admin > Channels > API.
7. Select the resources that you want to collect, and then click Next.
8. Click Save Changes and then click Collect.
   • The data source appears grayed out while the collection runs.
   • You may add additional data sources while this collection runs.
   • You can monitor this collection from the Jobs page or the Data Sources page.
   • After a successful collection, navigate to the Tables page to review the data results.

This is all that is necessary to start collecting your data from Zendesk, however there are a number of Advanced Settings you can use to customize your data source. We do not recommend changing Advanced Settings unless you are an experienced Panoply user.