Plan availability | Business and Enterprise Scale plans only |
Permissions | 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 |
Related reading |
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Learn how to use the Airtable Sync integration feature to bring information from an external application into Airtable as a new table in your base. Sync integrations are always a one way sync from the external application into an Airtable base, so changes made in Airtable cannot be synced back to the external application that you are syncing with.
This article covers how you can sync ticket information from a specified Zendesk view that you have set up to create a synced table in a base in Airtable.
Note
Consult Zendesk’s Help Center to learn more about creating a filtered view of support tickets to leverage for use as an Airtable sync integration source.
Setting up a Zendesk sync
Navigate to a base where you want to sync data into Airtable.
Add a new synced table by clicking the + Add or import button.
Scroll down to the bottom of the list and click the XX more sources… option.
Browse or search for “Zendesk” and then click Zendesk.
Next up, click the Select account dropdown. Here, you can select a previously connected Zendesk account.
Otherwise, if this is the first time you are connecting your Airtable account with Zendesk, then you will need to click the + Connect new Zendesk account button and complete the steps in the authentication window that pops up. Start by entering your company’s subdomain. Depending on your company’s sign-in processes you may need to enter your Zendesk username and password.
Next, click the Select View dropdown and choose a Zendesk view.
After clicking Next, you’ll be presented with two sync options; you can sync:
All fields from the Zendesk, including custom fields and any fields added in the future.
Specific fields from Zendesk. (Default)
Note
Learn more about the Zendesk fields supported by this sync feature in the section here.
Before creating your synced table, there are Settings options that allow you to choose how often you want to sync, and how to handle records deleted or hidden in the Tableau source:
The frequency of syncing. Right now, the options are manual syncing and automatic syncing which happens about every hour.
Whether or not deleted records if the View in Zendesk should be removed from the Airtable table. By default, deleted rows will be removed.
Once you’ve selected your desired sync settings, click the Create table button. Depending on how large the data set being synced in from Zendesk is, it may take a few moments for the synced table to be created.
Understanding supported fields in Zendesk syncs
For the Zendesk sync option, field selection will default to the “Specific fields in source…” option with the 14 common field types within Zendesk automatically toggled on.
1. Subject | 6. Priority | 11. Tags |
2. Status | 7. Created | 12. Followers |
3. Assignee | 8. Updated | 13. ID |
4. Description | 9. Requester | 14. Due date 1 |
5. Type | 10. Via |
1 In Zendesk, "Due date" can only be set on tickets of the "Task" type.
You’ll be shown a menu where you can toggle each individual field that you want to sync from Zendesk.
FAQs
Are there any limitations to be aware of for this sync integration?
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. There is no way to "batch" a sync, it is all or nothing. This means that any Zendesk view connected in this sync that contains more than 10,000 will be incompletely synced. As a workaround, if you can batch Zendesk views into 10,000 tickets a piece, then you can sync each view as a different table in Airtable. Remember that your plan's record limits per base will come into play here as well.
What happens if the user who set up the sync becomes deactivated/deleted?
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.