Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

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

Table of Contents

How to Install Power BI Connector for Zendesk

  1. Go to Power BI Connector for Zendesk marketplace page, and then select Select plan.

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

Select plan.gif

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

Select plan and start free trial.gif

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

Select where to insall and install.gif

  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 Power BI 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.

Configuration.gif

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

Info

All required fields are highlighted.

Billing details.gif

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

Start free trial.gif

Tip

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

Currently installed.gif

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

Info

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

Go back to main panel and connect.gif

Info

Refer to the video to see how to connect Power BI Connector for Zendesk ➡️

How to Uninstall or Disable Power BI Connector for Zendesk

?

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

Admin panel.gif

  1. Select Go to Admin Center.

Go to admin center.gif

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

Zendesk supported apps.gif

  1. Find Power BI 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.

Disable and uninstall.gif

Info

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

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