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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.
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Zendesk SELL tables are available under a separate tab. |
There is a filter option that allows you to select the corresponding data only.
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Active filters will be highlighted. |
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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At the moment, the data from the following Zendesk SELL tables is available for export. |
Zendesk SELL |
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How to Add Zendesk Sell Access Token
Being signed in to your Zendesk Sell account, select ⚙️.
Scroll down, and then select OAuth.
Select + Add Access Token.
In the Description field, enter the access token description.
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.
Select Save.
Copy generated access token.
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Before closing the window, make sure to copy your access token. You won’t be able to see it again! |
Go back to your Zendesk Support account, and then open Power BI Connector.
On the left-side menu, select Tokens, and then select Zendesk SELL.
In the PAT Token field, paste your copied access token.
Select Add or Update.
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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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Starting now, all users with granted permission to work with the data sources can select Zendesk SELL tables and fields for export. |