How to Integrate Zendesk Chat with Daton

This subtopic provides step-by-step instructions to create Zendesk Chat integrations in Daton, detailing the prerequisites, the integration process, and important notes.

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Prerequisites

Before we get started, make sure you have:

  • An active Daton and Zendesk Chat account.
  • How to generate Zendesk Chat Access Token:
    To generate a bearer access token for the Zendesk Chat API using the OAuth Implicit grant flow, follow these steps:
    Go to Zendesk Chat > Account > API & SDKs and select Add API Client.
  • Enter a name, company, and set the Redirect URL to http://localhost:8080
  • Select Create API Client and note your Client ID (and secret, if shown).
  • Format this URL with your subdomain and Client ID
     Ex:
  • https://{subdomain}.zendesk.com/oauth2/chat/authorizations/new?response_type=token&client_id=CLIENT_ID&scope=read%20write&subdomain=SUBDOMAIN
  • Paste the URL into your browser, log in, and select Allow.
  • You'll see the access token in your browser's address bar as
    access_token
  • Use this token(access_token) as the bearer token in your API requests.
    For More Detailed Steps regarding access_token generation please follow the official doc:
    Chat API tutorial: Generating an OAuth token (integrated Chat accounts) – Zendesk help

Integrate Zendesk Chat with Daton

  1. Log in to your Daton account and search for Zendesk ChatV2 in the list of Connectors, then click Configure.
  2. Enter the following details and click Authenticate:
    1. Integration Name
    2. Replication Frequency 
    3. Replication Start Date
      Note that the Integration Name will be used to create the integration tables and cannot be modified later.
  3. Enter Access Token & subdomain.
     

4.After successful authentication, you will be prompted to choose from the list of available tables. Select the required tables and click Next.
 

5.Select the required fields for each table and click Submit.
 

6.Note that you will be prompted to select the destination for your integration.

7.Select the destination for your integration and click Confirm. An integration successful message will be displayed.
 

Important Note

  • Integrations would begin in the Scheduled state and change to the Active state once the first job successfully loaded data into the configured warehouse.
  • Users can check job status and process logs from the integration details page by clicking on the integration name in the active list.
  • Users can Edit, Clone, Pause, or Delete the integration at any moment by clicking on settings. You can also adjust the frequency and history of the integration.
  • On the Sources page, click Integration to access each table in your integration. The page also shows the state of each table and the Reload access buttons.