Reading data in SSIS

In this section we will learn how to configure and use Zendesk Connector in API Source to extract data from Zendesk.

Video tutorial

This video covers following and more so watch carefully. After watching this video follow the steps described in this article.

• How to download SSIS PowerPack for Zendesk integration in SSIS
• How to configure connection for Zendesk
• How to read data from Zendesk
• Features about SSIS API Source
• Using Zendesk Connector in SSIS

Step-by-step instructions

1. Open Visual Studio and click Create a new project.

2. Select Integration Services Project. Enter a name and location for your project, then click OK.

3. From the SSIS Toolbox, drag and drop a Data Flow Task onto the Control Flow surface, and double-click it:

   

4. Make sure you are in the Data Flow Task designer:

   

5. From the SSIS toolbox drag and API Source (Predefined Templates) on the data flow designer surface, and double click on it to edit it:
   

   

6. Select New Connection to create a new connection:
   

   

7. Use a preinstalled Zendesk Connector from Popular Connector List or press Search Online radio button to download Zendesk Connector. Once downloaded simply use it in the configuration:
   

   Zendesk

   

8. Select your authentication scenario below to expand connection configuration steps to:

   • Configure the authentication in Zendesk.
   • Enter those details into the API Connection Manager configuration.

   Token Authentication

   Zendesk authentication

   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 reference]

   Please refer to external API reference

   API Connection Manager configuration

   Just perform these simple steps to finish authentication configuration:

   1. Set Authentication Type to Token Authentication [Http]
   2. Optional step. Modify API Base URL if needed (in most cases default will work).
   3. Fill in all the required parameters and set optional parameters if needed.
   4. Finally, hit OK button:

   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	RetryWhenStatusCodeMatch
   RetryStatusCodeList	429
   RetryCountMax	5
   RetryMultiplyWaitTime	True

   

   Find full details in the Zendesk Connector authentication reference.

   OAuth Authentication

   Zendesk authentication

   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 reference]

   Please refer to external API reference

   API Connection Manager configuration

   Just perform these simple steps to finish authentication configuration:

   1. Set Authentication Type to OAuth Authentication [OAuth]
   2. Optional step. Modify API Base URL if needed (in most cases default will work).
   3. Fill in all the required parameters and set optional parameters if needed.
   4. Press Generate Token button to generate the tokens.
   5. Finally, hit OK button:

   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	RetryWhenStatusCodeMatch
   RetryStatusCodeList	429
   RetryCountMax	5
   RetryMultiplyWaitTime	True

   

   Find full details in the Zendesk Connector authentication reference.

   UserID/Password Authentication (2FA must be OFF)

   Zendesk authentication

   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 reference]

   Please refer to external API reference

   API Connection Manager configuration

   Just perform these simple steps to finish authentication configuration:

   1. Set Authentication Type to UserID/Password Authentication (2FA must be OFF) [Http]
   2. Optional step. Modify API Base URL if needed (in most cases default will work).
   3. Fill in all the required parameters and set optional parameters if needed.
   4. Finally, hit OK button:

   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	RetryWhenStatusCodeMatch
   RetryStatusCodeList	429
   RetryCountMax	5
   RetryMultiplyWaitTime	True

   

   Find full details in the Zendesk Connector authentication reference.

9. Select the desired endpoint, change/pass the properties values, and click on Preview Data button to make the API call.

   API Source - Zendesk

   Read and write Zendesk data effortlessly. Manage tickets, users, and organizations — almost no coding required.

   

10. That's it! We are done! Just in a few clicks we configured the call to Zendesk using Zendesk Connector.

    You can load the source data into your desired destination using the Upsert Destination , which supports SQL Server, PostgreSQL, and Amazon Redshift. We also offer other destinations such as CSV , Excel , Azure Table , Salesforce , and more . You can check out our SSIS PowerPack Tasks and components for more options. (*loaded in Trash Destination)