How do I connect Klipfolio and Zendesk?

You can set up a connection between Klipfolio and Zendesk to show your customer support data on a dashboard. Use the steps in this article to learn how set up that connection.

What is Klipfolio?

Klipfolio integrates with many cloud services and tools to create beautiful data visualizations.

How do I get started with Zendesk?

You have the following options for visualizing your data on a dashboard in Klipfolio:

Try the Klip Gallery Use the Connector Gallery
The Klip Gallery allows you to track your key metrics using pre-built Klips for some of the most popular services and data sources. The Connector Gallery helps you get your data fast with pre-built queries. Use this article as a guide to build your own Zendesk data source.

If you want to build a Zendesk data source entirely from scratch, use the Advanced section below.

Connect with Zendesk

You can choose to connect with Zendesk using the Connector Gallery or the Klip Gallery in Klipfolio. Either way, the first thing you will be asked to do is authenticate and create a handshake connection between your Klipfolio and Zendesk accounts.

  • Enter your Zendesk Username and Password.
  • Click Next Step.
If you are in the proccess of adding a Zendesk Klip from the Klip Gallery,
    • Enter your Zendesk subdomain.
      (For example, your subdomain name would be skynet if your Zendesk support site URL is https://support.skynet.com.)
    • Next, enter your time zone.
    • Click Add Klip.

Advanced: Build a data source yourself

Klipfolio connects to hundreds of services in the cloud that have a REST API. If you take the time to learn how to get data into Klipfolio using APIs, your possibilities are endless. Here's a quick and simple overview video on APIs and Klipfolio:

  Klipfolio API's 101

If APIs are a bit too tricky for you, enlist a data analyst or developer to help you.

If you want to edit a X data source that you already created, check out How to edit or reconfigure a data source, and get step-by-step instructions.

Zendesk quick reference table

Data Source Type: REST/URL
Authentication: Basic HTTP Authentication
Format of URL Endpoint: This example retrieves Zendesk tickets. 
https://{subdomain}.zendesk.com/api/v2/tickets.json


This example retrieves open tickets.

https://{subdomain}.zendesk.com/api/v2/search.json?query=type:ticket+status:open

Replace subdomain with your subdomain name.
API Documentation: Zendesk API documentation

Alternate authentication: API Token

As an alternate to using your Zendesk username and password to authenticate, you can use an API token instead.

Option 2: API token

API tokens are managed in the Zendesk Support Admin interface at Admin > Channels > API. Learn more

  1. At Username enter <Your_email_address>/token.
  2. At Password enter your Zendesk API token.

Note: Remember to type /token right after your email address.

Use the Zendesk documentation to write a query

You will need to refer to the Zendesk API documentation to construct a query URL. Below is a sample Zendesk query to help you get started. 

  1. Enter a URL in the URL field in the REST connector.
  2. Select JSON from the Data Format menu.

Sample Zendesk query

Below is an example of a Zendesk query that can be used to retrieve open tickets.

The API call is search.json with the following parameter added to the query string in the format of:

query=field:value+field:value etc.

In this example, the type value is "ticket" and status value is "open".

https://yourcompany.zendesk.com/api/v2/search.json?query=type:ticket+status:open

You can set up one or one per group for the groups you are interested in (for example, query=group_id:####) either to collect a specific status or to collect status for all. If you only want the statistics and not the details, configure one data source per group/status combination to keep the items per page under the 100 limit.

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