Versions Compared

Old Version 1

changes.mady.by.user Vladyslav Beznisko (Unlicensed)

Saved on

compared with

New Version 2

changes.mady.by.user Liliia Ostrovska

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
1. Generate PAT Token in

  1. Being signed in to your Zendesk

SELL account

  1. In your Zendesk SELL account, go to Settings > Integrations > OAuth, and click on Sell account, select ⚙️.

Select Settings.gifImage Added

  1. Scroll down, and then select OAuth.

OAuth.gifImage Added

  1. Select + Add Access Token

button under Access Tokens tab

  1. .

Image Removed
2. Fill in Image Added

  1. In the Description field,

can be anything, and make sure next checkboxes are marked

  1. enter the access token description.

  2. Make sure to select the following checkboxes:

    • Read access to all your data, except for the account and user info.

    • Read access to the account and users info only.

3. Press

  1. Select Save

button

  1. .

Image RemovedEnter description and save.gifImage Added

4.

  1. Copy

and store

  1. generated

token somewhere safe, as it will is shown only once.
Image Removed

2. Add Zendesk Sell PAT Token to Power BI Connector application

Open PowerBI Connector for Zendesk Application, and select Tokens from

  1. access token.

Note

Before closing the window, make sure to copy your access token. You won’t be able to see it again!

Copy token.gifImage Added

  1. Go back to your Zendesk Support account, and then open Power BI Connector.

  1. On the left-side menu, select Tokens.

  • Insert your Zendesk PAT Token into PAT Token field and press Add button.

    • Image Removed

    1. In the PAT Token field, paste your copied access token.

    2. Select Add or Update.

    Info

    If you add an access token for the first time there will be the Add button. If you want to change the access token there will be the Update button.

    Update.gifImage Added

    Tip

    Starting now, all users with granted permission to work with the data sources can select Zendesk SELL tables and fields for export.

    Zendesk SELL.gifImage Added