Zendesk configuration

This page describes how to set up authentication and permissions before creating the Zendesk data store.

Enable token access

To allow the Zendesk to authenticate and interact with your Zendesk instance, you must enable token access. Follow these steps to enable token access:

1. Navigate to your Zendesk instance and sign in with an administrator account.
2. In the navigation menu, expand Apps and integrations, then select API configurationfrom APIs.
3. Select the Allow API token accesscheckbox.
4. Click Save.

Set up authentication and permissions

For secure integration using OAuth 2.0, you must register your application in Zendesk to obtain the necessary client ID and client secret.

Create an OAuth client and obtain authentication credentials

To create an OAuth client in Zendesk and obtain the authentication credentials, follow these steps:

1. Navigate to your Zendesk instance and sign in with an administrator account.

2. Click the Zendesk Products icon, then select Admin Center.

   

3. In the navigation menu, expand Apps and integrationsand select OAuth clientsfrom APIs.

4. Click Add OAuth client.

5. Enter the following client details:

   • Name:Enter a descriptive name for your application.
   • Optional: Description:Enter a short description.
   • Optional: Company:Enter your company name.
   • Optional: Logo:Provide a logo, which appears on the consent screen.
   • Unique Identifier (Client ID):Provide a unique name for your client. You can edit the initial suggestion, but it must be unique.
   • Client kind:Select Publicfor applications running in a browser or on a mobile device, or Confidentialfor applications running on secure servers.
   • Redirect URLs (Required):Enter https://vertexaisearch.cloud.google.com/oauth-redirect . This is the URL Zendesk redirects to after authorization, receiving the authorization code.

6. Click Saveto obtain the client secret.

   • Client ID:The value from the Unique Identifierfield.
   • Client secret:A new Secretfield appears. Copy this secret and save it immediately in a secure location. For security, the full secret is shown only once. If you lose it, you must regenerate it.

   

7. Click Saveagain to finalize the changes.

Set up permissions

To set up the required permissions, follow these steps:

1. Navigate to your Zendesk instance and sign in with an administrator account.
2. Click the Zendesk Products icon, then select Admin Center.
3. In the navigation menu, expand Apps and integrationsand select OAuth Clientsfrom Connections.
4. Click Add client.

5. Enter the following client details:

   • Name: Enter a descriptive name. This cannot be changed.
   • OAuth grant type: Select Authorization code.
   • Client ID: Enter the client ID obtained from the Create an OAuth client in Zendesk section.
   • Client Secret: Enter the client secret value obtained from the Create an OAuth client in Zendesk section.
   • Authorize URL: The authorization endpoint is typically in the format https://<var>your-subdomain</var>.zendesk.com/oauth/authorize . Replace <var>your-subdomain</var> with your actual Zendesk subdomain.
   • Token URL: The token endpoint is typically in the format https://<var>your-subdomain</var>.zendesk.com/oauth/token . Replace <var>your-subdomain</var> with your actual Zendesk subdomain.

     

   • Scopes: Enter the following scopes separated by spaces, based on your connection mode:
   Connection mode

   Scope

   Purpose

   Federated search

   read , users:read

   Required to perform searching across Zendesk data.

   Federated search and actions

   tickets:write

   Required to perform search, create, update, and merge tickets.

   hc:write

   Required to create category and update post.

6. Click Save.