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.
If you haven’t set up a sync before, we recommend first reading the Sync - Basic setup article to become familiarized with how sync works.
NOTE
This is a beta feature available for Pro and Enterprise workspaces. Click here to sign up for the beta. Be sure to click the link at the end. Please submit any feedback to our team here.IN THIS ARTICLE
Add a new synced tableSelect Zendesk account
Select a view to sync
Select fields to sync
Create synced table
Add a new synced table
You can find the option to sync with Zendesk by pressing the “+” button next to the table furthest to the right in your base.
Select Zendesk account
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.
Select a view to sync
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.”
Select fields to sync
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.
|
2. Status 3. Assignee 4. Description 5. Type |
6. Priority 7. Created 8. Updated 9. Requester |
10. Via 11. Tags 12. Followers 13. ID |
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.
Create synced table
Before creating your synced table, there are “Settings” options that allow you 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.
