Setting up Zendesk Guide and Zendesk Tickets as a Source

Integrating Zendesk as a Source in Guru allows teams to leverage the customer support tickets, help center articles, and interaction histories managed in Zendesk to generate real-time, AI-driven Answers in Guru.

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Access Required

Guru Access: You need to be an Admin, Source Creator, or relevant custom role to set up Sources

Zendesk Access: You'll need your Zendesk subdomain and Zendesk API token.

Setting Up Zendesk Guide as a Source

  1. Navigate to Manage > Sources.
  2. Select Zendesk Guide from the icon menu.
  3. Select Configure Integration.
    1. Optional: Rename the Source
  4. Click Next.
  5. In the Authorize URL box, replace <YOUR-ZENDESK-SUBDOMAIN> with your Zendesk subdomain.
  6. In the Token URL box, replace <YOUR-ZENDESK-SUBDOMAIN> with your Zendesk subdomain.
  7. Click Connect.
  8. Select the Brand from the dropdown.
  9. Select which languages (locales) you want to bring in.
  10. Click Finish.
  11. Select which Groups you'd like to have access for this Source.
  12. Click Submit.

Objects Synced from Zendesk Guide

This Source will bring in articles from your designated Zendesk Guide. This can include public and private/internal articles, as it will sync according to the authenticating user's access.


Setting Up Zendesk Tickets as a Source

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Access Required

Guru Access: You need to be an Admin in Guru to set up sources.

Zendesk Access: You will need your Zendesk subdomain, Zendesk Admin credentials or a Zendesk API key. We recommend connecting using your Zendesk credentials.

To find your Zendesk API Key:

  1. Within Zendesk, click the Grid icon next to your profile avatar and then select Admin Center from the prompted dropdown menu.
  2. From here, expand the Apps and integrations dropdown in the left menu and select Zendesk API.
  3. Make sure that token access is enabled, and click Add API token.
  4. Copy the API key and then click Save.
  1. Navigate to Manage > Sources.
  2. Select Zendesk Guide from the icon menu.
  3. Click Authorize Access.
  4. Choose Use your Zendesk credentials (recommended).
  5. You will see a list of fields that will be synched. Click Continue.
  6. Enter your Zendesk subdomain and click Submit.
  7. Authenticate with your Zendesk credentials.
  8. Click Continue when prompted in Guru.
  9. Select which Groups you'd like to have access for this Source.
  10. Click Submit.

Objects Synced from Zendesk Tickets

Primary objects are the objects used to generate the search record.

Zendesk CategoryCommon Model / What You'll See During SetupObjects/Data Brought InKey Fields
TicketsPrimary Object: TicketSupport tickets and requestsโ€ข Name โ€ข Description โ€ข Status โ€ข Priority โ€ข Due date โ€ข Creator โ€ข Assignees โ€ข Assigned teams โ€ข Collections โ€ข Parent ticket โ€ข Account โ€ข Contact โ€ข Ticket type โ€ข Ticket URL โ€ข Tags โ€ข Completed at โ€ข Remote created at โ€ข Remote updated at โ€ข Remote ID โ€ข Remote data โ€ข Attachments
TicketsCommentComments on ticketsโ€ข Body โ€ข HTML body โ€ข User โ€ข Ticket โ€ข Contact โ€ข Remote created at โ€ข Remote ID โ€ข Remote data
OrganizationsAccountCustomer organizations/companiesโ€ข Name โ€ข Domains โ€ข Details โ€ข Notes โ€ข Shared tickets โ€ข Shared comments โ€ข Tags โ€ข Remote ID โ€ข Remote data
UsersUserSupport agents and end usersโ€ข Name โ€ข Email address โ€ข Avatar โ€ข Is active โ€ข Teams โ€ข Role โ€ข Organization ID โ€ข Phone โ€ข Locale โ€ข Tags โ€ข Remote ID โ€ข Remote data
GroupsTeamAgent groups and teamsโ€ข Name โ€ข Description โ€ข Remote ID โ€ข Remote data
Ticket AttributesTagLabels and tags on ticketsโ€ข Name โ€ข Remote ID โ€ข Remote data
TicketsAttachmentFile attachments on ticketsโ€ข File name โ€ข File URL โ€ข Ticket โ€ข Uploaded by โ€ข Content type โ€ข Size โ€ข Remote created at โ€ข Remote ID โ€ข Remote data

Permissions

  • When you connect Zendesk Guide or Zendesk Tickets as a source in Guru, you'll permission that content in Guru. Learn more here.
  • If someone is not provided with access in Guru to this source, they will not see Zendesk Guide or Zendesk Tickets results in searches or when chatting with Guru.