Zendesk Administrator role is required to follow the instructions on this page. You can learn more about this here. However, each user must to authorize the app with OAuth by themselves.
Please take a look at Supported Platforms section as well.
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How to Install Tableau Connector for Zendesk
?Step 1. OpenGo to Tableau Connector for Zendesk marketplace page
, and select Select plan.
Book a video demo to see Tableau Connector for Zendesk in action!
Select the desired plan, and then select Free trial.
Step 2. If asked for, select your Zendesk account from the list and press Install button.
Step 3. Select your preferred Plan, fill in your billing details and press Proceed to payment.
Step 4. Complete payment process. You will be redirected back to your Zendesk Admin Center.
Step 5. Now the application is installed and should be accessible through Navigation panel. The only thing that is left now, is to connect application to the account via OAuth.
How to connect Tableau Connector for Zendesk to your account via OAuth
Step 1. Locate Tableau Connector for Zendesk application in your Navigation panel and open it.
Step 2. You will be notified, that OAuth connection was not yet established, press Connect button.
Step 3. New tab will open, and you will be asked to provide permission to read you Zendesk account data. Press Allow button.
Step 4. Tab will be closed automatically, and you will get back to Tableau Connector for Zendesk application, now it will be ready to use.
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.
Step 2. When inside Admin Center, go to Apps and Integrations, Zendesk Support apps.
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.
Step 4. From the dropdown menu, press Uninstall or toggle Enabled.
Note!
Select the account to install Tableau Connector for Zendesk, and then select Install.
[Optonal] You can change your plan if you’d like to.
[Optional] In the Title* field, enter the desired name for the application.
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By default, it’s Tableau Connector by Alpha Serve. You can keep it. |
[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.
Fill in the billing details, and then select Proceed to payment.
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All required fields are highlighted. |
Check if the provided information is correct, and then select Start trial.
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Now you can find Tableau BI Connector by Alpha Serve in the Currently Installed section. |
Go back to the home page, select Tableau Connector, and then select Tableau Connector for Zendesk application.
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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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Refer to the video guide to see how to connect Power BI Connector for Zendesk ➡️ |
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Read a comprehensive step-by-step guide on how to use Tableau Connector for Zendesk in our blog ⬇️ |
How to Uninstall or Disable Tableau Connector for Zendesk
Being signed in to your Zendesk account, select Admin.
Select Go to Admin Center.
Expand Apps and integrations, and then select Zendesk Support apps.
Find Tableau Connector, select ⚙️ , and then Disable or Uninstall.
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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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