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Integrating Zendesk

Capabilities

DataGrail's Zendesk Integration provides the following capabilities:

ProductCapability
Request Manager
Request TypesAccess, Deletion
Identifier CategoriesEmail
Live Data MapSystem Detection, Data Discovery

Before You Start

To successfully configure this integration, please ensure you have sufficient privileges:

  • DataGrail User Role: Super Admin, Connections Manager
  • Zendesk User Role: Admin

Find your Zendesk Subdomain

  1. Log in to Zendesk.
  2. Navigate to Settings and then Admin Center.
  3. In the left-hand menu, select Account and navigate to Branding (under appearance).
  4. Scroll down until you find the Subdomain, which will be in the following format: [subdomain].zendesk.com
  5. Copy only the subdomain. Do not include: .zendesk.com

Connect to DataGrail

  1. Navigate back to DataGrail.
  2. Enter the subdomain obtained in Find Zendesk Subdomain.
  3. Under Authentication Type, select OAuth.
  4. Select Login to Configure.
  5. Log in to Zendesk if prompted and authorize the necessary permissions to DataGrail:
Required OAuth Scopes
  • read
  • users:write
  • tickets:write

Next Steps

Now that you've successfully connected the integration, check out the following resources:

Troubleshooting

If you are unable to successfully connect the integration, review these common troubleshooting steps:

Ensure DataGrail is Whitelisted

If your Zendesk instance uses IP restrictions, please ensure you add DataGrail's IP to your allow list: 52.36.177.91

Ensure Required Permissions Are Granted on API Keys/Resources

DataGrail checks required permissions and scopes on API keys/resources used by each integration. If all necessary permissions are not granted, new connections will fail.

Review Required Account Types and User Roles

If users do not have the necessary permissions or the minimum required user role in the connecting system, the connection to DataGrail will fail. Additionally, connections will fail if your account type does not match the one required by the integration.

See Before You Start to review these requirements.

Technical Details

The Zendesk integration uses the V2 API:
Access TypeSynchronous
Deletion TypeSynchronous

API Documentation

Learn more about this API implementation and DataGrail functionality in our API Integration Documentation.

 

Need help?
If you have any questions, please reach out to your dedicated CSM or contact us at support@datagrail.io.

Disclaimer: The information contained in this message does not constitute as legal advice. We would advise seeking professional counsel before acting on or interpreting any material.