Installation Guide

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

How to Install Tableau Connector for Zendesk

Go 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.

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.

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.

All required fields are highlighted.

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

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.

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

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 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.

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.