How do I connect Klipfolio and Zendesk?

You can set up a connection between Klipfolio® and your Zendesk data to display your customer support metrics on a dashboard.

This article includes:

What options do I have for visualizing my Zendesk data?

Create data visualizations based on pre-built options or build your own. The choice is yours!

Pre-built by Klipfolio

In collaboration with industry experts and adhering to current best practices and trends, Klipfolio focuses on getting the most out of your data and presenting it in meaningful, actionable visualizations. Our pre-built content, including pre-built data sources and pre-built Klips can act as a complete solution or as a starting point toward custom building.

  • Zendesk pre-built data sources: Data sources provide the foundation for Klip® building, so we suggest you create a data source as a first step (before building Klips and adding them to your dashboard). Our pre-built data sources focus on the most sought-after Zendesk data and are found on the Service Connectors page, available from this link or from your list of data sources. When you select a service connector from this page, the data source for that service is automatically added.

  • Zendesk pre-built Klips: Pre-built Klips enable you to quickly set up a dashboard using predefined visualizations that display common key metrics. Pre-built Klips are found in the Klip Gallery or, for White Label customers, in the Integration Gallery.

Custom-built by you

Taking the time to learn how to create your own data sources and Klips unlocks your data and enables you to control, manipulate, and transform it, leading you to unprecedented insights into your business.

  • Custom data sources: When you create a custom data source, you can either use the pre-built data source as a starting point from which to write your own query or you can write your own queries from the ground up and build a data source from scratch. You create custom-built data sources from the Service Connectors page, accessible from this link or from your list of data sources.

  • Custom Klips: Using our Klip Editor, you can construct and manipulate your data, including integrating multiple data sources, to produce unique, custom-built data visualizations. You create custom Klips from either your list of Klips or your Dashboard.

Regardless of whether you choose pre-built, custom-built, or a combination of both, before you can start building Klips and dashboards you need to connect to Zendesk data in Klipfolio.

How do I connect to Zendesk data in Klipfolio?

When you connect your Zendesk data to Klipfolio, you will be prompted to connect your Zendesk account by entering your username and password.

Doing so will create a token that enables Klipfolio to securely access your Zendesk account. Your token looks like George@Zendesk. You can use and reuse the same token every time you connect to Zendesk.

Note: You manage your connections (tokens) to Zendesk in Klipfolio under Connected Accounts in the Account section.

How do I add a Zendesk pre-built data source?

When creating a Zendesk pre-built data source, you may be prompted to select your Ticket IDs. You can find your ticket IDs by choosing the List of Tickets pre-built data source.

To add a Zendesk pre-built data source:

  1. Navigate to the Service Connectors page in Klipfolio and choose Zendesk from the list.
  2. Select a pre-built data source from the left section of the Pick a Data Request page.
  3. Enter your Zendesk subdomain.
  4. If this is your first time connecting to Zendesk:
    • Click Connect an Account. Enter your Zendesk login credentials and click Next. If prompted, click Allow Access to enable Klipfolio to securely access your Zendesk data. Click Next Step.
  5. If you have connected with Zendesk before:
    • Select an existing connection (token) from the drop-down list and click Next Step.
  6. On the Configure Data Source page, enter your Zendesk subdomain. If prompted, select the appropriate option from the drop-down list. 
  7. Click Submit or, if you want to modify the pre-built data request, click Switch to Custom settings.
    Note: If you switch back to the Basic settings page after making changes in the Custom settings page, your changes will not be saved.

If you clicked Switch to Custom settings:

  1. On the Configure Data Source page, modify the Query URL to get the data you want. You can use the existing information in the Query URL text box as a base. It was auto-filled based on the pre-built data source you selected on the Pick a Data Request page.
  2. Click Submit.

Note: In addition to your raw data source, you can create a modelled version of your data source at this stage. To create a modelled data source, ensure that the checkbox next to Model this data source is selected before clicking Continue.

To learn more about creating a modelled data source, click here.

How do I add Zendesk pre-built Klips?

In the Klip Gallery or, for White Label customers, in the Integration Gallery you can browse individual Zendesk pre-built Klips and add them to your dashboard. You replace the sample data that is included in pre-built Klips with your own Zendesk data by clicking the menu in the Klip and selecting Connect your data.

How do I create a Zendesk custom-built data source?

 

To create a Zendesk custom-built data source:

  1. Navigate to the Service Connectors page in Klipfolio and choose Zendesk from the list.
  2. On the Pick a Data Request page, click Create a custom Zendesk data source.
  3. Enter your Zendesk subdomain.
  4. If this is your first time connecting to Zendesk:
    • Click Connect an Account. Enter your Zendesk login credentials and click Next. If prompted, click Allow Access to enable Klipfolio to securely access your Zendesk data. Click Next Step.
  5. If you have connected with Zendesk before:
    • Select an existing connection (token) from the drop-down list and click Next Step.
  6. On the Configure Data Source page, adjust the Query URL information to replace any generic placeholder query information with your own. For example, replace <yourSubdomain> with your own subdomain.
  7. Edit the Query URL to return the data you need. Refer to the Zendesk API documentation for details.
  8. Click Submit.

Note: In addition to your raw data source, you can create a modelled version of your data source at this stage. To create a modelled data source, ensure that the checkbox next to Model this data source is selected before clicking Continue.

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

How do I create a Zendesk data source from scratch?

You can choose to build a data source from scratch. Klipfolio connects to hundreds of services in the cloud that have a REST API. If you take the time to learn your service’s API to create queries for the data you want, your possibilities are endless. Here’s a quick overview video on APIs and Klipfolio:

  Klipfolio API's 101

If you need assistance using APIs, enlist a data analyst or developer.

Use the Zendesk API Console to build and test your queries before you use them to bring data into Klipfolio.

Refer to the Zendesk API documentation to discover more data requests.

When you are happy with your query, click Submit, and then save and name your new data source. You're now ready to use it to build a Zendesk Klip.

See the reference table below for API related information and sample queries.

API Documentation Zendesk API documentation
API Explorer Zendesk API Console

Authentication Method

OAuth Token Authentication
Response Format JSON

API Limits and Notes

Maximum 100 records per page

Date Format

The correct date format can vary based on the endpoint you use. For more information, refer to the Zendesk API documentation.

Sample Queries

Retrieve Zendesk tickets:

https://<subdomain>.zendesk.com/api/v2/tickets.json

Retrieve open tickets:

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

How do I create a Zendesk custom Klip?

You create custom Klips from either your list of Klips or your Dashboard. You choose a data visualization format, for example, a pie chart, gauge, or table, and decide whether you want to use an existing data source or create a new one. In the Klip Editor, there are limitless opportunities to modify, relate, and display your data. See the following related articles for more information and get building!

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