Administation Guide

All Power BI Connector settings can be made on one page, therefore the instructions below show how to find the plugin settings page and describe all available configurations.

Now the application is installed and should be accessible trough Navigation panel. The only thing that is left now, is to connect application to the account via OAuth.

How to connect Power BI Connector for Zendesk to your account via OAuth

Step 1. Locate Power BI 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 Power BI Connector button.

Step 3. New tab will open, and you will be asked to provide a permission to read you Zendesk account data. Press Allow button.

Step 4. Tab will be closed automatically, and you will get back to Power BI Connector for Zendesk application, now it will be ready to use.

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.

Below you will find a description of the Power BI Connector for Zendesk settings:

1. Select your plan

This action will allow you to change your current plan.

If plan is changed, section 2. Billing details become visible, and button 5. Update is hidden.

2. Billing details

Available, only if different plan was selected in section 1. Select your plan.

After proper information is filled, button 6. Proceed with payment should be pressed, so plan update process can be finalized.

3. Title

Here, title of the application can be customized.

4. Enable role/group restrictions

To restrict Power BI Connector for Zendesk access to specific users only, next settings could be used:

• Enable role restrictions - restrict application access only to users, listed in the input field below.

• Enable group restrictions - restrict application access only to users, that belong to groups, listed in the input field below.

5. Update

This button will be available only, if current plan was not changed in section 1. Select your plan

Pressing it, will save all the changes done to the app configuration.

How to obtain Zendesk API Access Token

Only users with Administrator role could enable token access to API and generate new API tokens. If you do not have such access, please, contact your Zendesk administrator.

Zendesk API Access Token will be requested during log in process to Power BI.

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.

2. In Navigation bar, select Apps and integrations, and then Zendesk API

3. Ensure that Token access is Enabled (1). If it is not - enable it. Now, press onto Add API token button (2) to add new token.

4. Enter API token description (1), to distinguish it from other tokens.

Copy generated API token (2) and place it in safe space.

Press Save button (3) to complete token creation process.

How to connect to Zendesk SELL

Follow this step-by-step instruction to connect your Zendesk Sell module to Power BI.