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You must have the Zendesk Administrator role to be able to carry out

Zendesk Administrator role is required to follow the instructions on this page. You can learn more about this here.

Please take a look at Supported Platforms section as well

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How to Install Tableau Connector for Zendesk

  1. Go to Tableau Connector for Zendesk marketplace page, and select Select plan.

Book a video demo to see Tableau Connector for Zendesk in action:

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  1. Select the desired plan, and then select Free trial.

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  1. Select the account to install Tableau Connector for Zendesk, and then select Install.

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  1. [Optonal] You can change your plan if you’d like to.

  2. [Optional] In the Title* field, enter the desired name for the application.

Info

By default, it’s Tableau Connector by Alpha Serve. You can keep it.

  1. [Optonal] Enable role restrictions and group restrictions.

By default, all roles and groups have access to the app. If you’d like only specific roles or groups to have app access enable restrictions.

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  1. Fill in the billing details, and then select Proceed to payment.

Info

All required fields are highlighted.

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  1. Check if the provided information is correct, and then select Start trial.

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Tip

Now you can find Tableau BI Connector by Alpha Serve in the Currently Installed section.

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  1. Go back to the home page, select Tableau Connector, and then select Tableau Connector for Zendesk application.

Info

Connection will be completed automatically. You will be redirected to the Tableau Connector page, and after this you can start using the app.

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Info

Read a comprehensive step-by-step guide on how to use Tableau Connector for Zendesk in our blog :⬇️

https://www.alphaservesp.com/blog/zendesk-tableau-integration-how-to-connect-zendesk-to-tableau

How to

install

Uninstall or Disable Tableau Connector for Zendesk

?

Step 1. Open Tableau Connector for Zendesk marketplace page, and press Select plan.

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Step 2. Select your desired plan and press Free trial button.

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Step 3. If asked for, select your Zendesk account from the list and press Install button.

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Step 4. Select your preferred Plan, fill in your billing details and press Proceed to payment.

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Step 5. Complete payment process. You will be redirected back to your Zendesk Admin Center.

How to uninstall or disable Tableau Connector for Zendesk?

Step 1. Go to the Zendesk Admin Center. This can be done by selecting Admin section from your navigation bar and then clicking on a link Go to Admin Center.

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Step 2. When inside Admin Center, go to Apps and Integrations,

  1. Being signed in to your Zendesk account, select Admin.

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  1. Select Go to Admin Center.

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  1. Expand Apps and integrations, and then select Zendesk Support apps.

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Step 3. Locate Tableau Connector for Zendesk in the list, hover your mouse pointer over it and press onto the gear icon, which will appear.

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Step 4. From the dropdown menu, press Uninstall or toggle Enabled.

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  1. Find Tableau Connector, select ⚙️ , and then Disable or Uninstall.

Note

Uninstalling the app permanently removes it from your application and file system. If you only want to temporarily remove it, you can disable your app instead.

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