- 23 Aug 2023
- 2 Minutes to read
Airtable Sync integration: Zendesk
- Updated on 23 Aug 2023
- 2 Minutes to read
Airtable Sync integration allows you to bring information from external tools into a single, centralized table within Airtable. This article covers how you can sync ticket information from a particular Zendesk view that you have set up in order to create a synced table in a base.
|Plan availability||Business and Enterprise Scale access only|
Owners/Creators - In order to create or update synced tables, you'll need to have creator permissions in the base where you are setting up the sync.
|Platform(s)||Web/Browser, Mac app, and Windows app|
Setting up a Zendesk sync
You can find the option to sync with Zendesk by pressing the “+” button next to the table furthest to the right in your base.
Next up, if this is the first time you are connecting your Airtable account with Zendesk, then you will need to press the “+ Connect new account” button.
This will bring up a new window where you will enter your company’s Zendesk subdomain. For the example below, we use Airtable, since that is our subdomain.
We use OKTA for user authentication at Airtable. Depending on your company’s sign-in processes you may need to enter your Zendesk username and password.
After successfully connecting to your Zendesk account you should see a list of all of the views that you have set up within Zendesk. Pick a view that you are looking to sync into Airtable and click “Next.”
After clicking next, you’ll be presented with two sync options; you can sync:
- All fields from the Zendesk source view, including any fields added to that Zendesk view in the future.
- Specific fields from the Zendesk source view. (Default)
For the Zendesk sync option, field selection will default to the “Specific fields in source view…” option with the 13 common field types within Zendesk automatically toggled on.
Additionally, you’ll be shown a menu where you can toggle each individual field that you want to sync from the Zendesk view that you’ve chosen.
Before creating your synced table, there are “Settings” options that allow you to choose how often you want to sync, and how to handle deleted or hidden fields in the Zendesk view source.
- The frequency of syncing. Right now, the options are manual syncing and automatic syncing which happens around every 5 minutes.
- Whether or not deleted fields in Zendesk should be removed from the Airtable table. By default, deleted rows will be removed.
- Due to how the Zendesk API works, we can only show the oldest 1000 views a user has access to. If you are unable to see a particular view, this may be the reason why.
- The maximum number of records that can be synced is 10,000 by default. This is a limit that we impose to ensure reasonable performance.
The sync will stop working and will require a different user to reconnect or set up a similar sync integration under their own login information.