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Table of Contents
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. Generate PAT Token in your Zendesk SELL account

  1. In your Zendesk SELL account, go to Settings > Integrations > OAuth, and click on + Add Access Token button under Access Tokens tab.

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2. Fill in Description field, can be anything, and make sure next checkboxes are marked
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Zendesk Sell Overview

Zendesk Sell is a sales CRM software tool that enhances productivity, processes, and pipeline visibility for sales teams.

Zendesk Sell Access Token is required to export Zendesk Sell tables.

Info

Zendesk SELL tables are available under a separate tab.

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There is a filter option that allows you to select the corresponding data only.

Info

Active filters will be highlighted.

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There are two types of filters:

  • All - This filter returns all tables the user’s account has access to.

  • Selected by core filtering - This filter allows you to select what exact entries for the table should be exported.

To apply filters, select the Confirm button.

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Info

At the moment, the data from the following Zendesk SELL tables is available for export.

Zendesk SELL

  • Contacts (Tags)

  • Deals (Tags)

  • Leads (tags)

  • Line Items

  • Orders

  • Products

  • Sell Users

  • Tasks

How to Add Zendesk Sell Access Token

  1. Being signed in to your Zendesk Sell account, select ⚙️.

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  1. Scroll down, and then select OAuth.

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  1. Select + Add Access Token.

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  1. In the Description field, 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. .

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4.

  1. Copy

and store

  1. generated

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

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

  1. On the left-side menu

.

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

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    1. , select Tokens, and then select Zendesk SELL.

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

    3. 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.

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    Tip

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

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