Sync Tableau to Zendesk

Sync all of your internal customer data into Zendesk in order to save time when responding to tickets or automatically prioritize messages when they come in.

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Integration in Four Steps

Step 1: Connect Tableau

Step 2: Connect Zendesk as a destination

You can use an OAuth log-in flow to connect Census to Zendesk directly via the Census Connections page.

Step 3: Define the core data that matters for your business

Step 4: Schedule your sync

Choose your sync frequency with options to transfer data continuously, on a schedule, or triggered via our API.

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Where can you sync your Tableau in Zendesk?

Custom Object API

You can use the Custom Objects API to create, update, and delete objects that you define yourself. You can also use it to define and manage relationships with other objects, including native Zendesk objects like tickets and users.

API Docs Description

Macros

A macro consists of one or more actions that modify the values of a ticket's fields. Macros are applied to tickets manually by agents.

API Docs

Organization Subscriptions

Agents in an organization can subscribe to be notified whenever someone in their organization submits a ticket. The agents will be notified as long as they're allowed to see all tickets or the organization's tickets.

API Docs

Ticket

Tickets are the means through which your end users (customers) communicate with agents in Zendesk Support. Tickets can originate from a number of channels, including email, Help Center, chat, phone call, Twitter, Facebook, or the API. All tickets have a core set of properties.

API Docs

Ticket Comment

Ticket comments represent the conversation between requesters, collaborators, and agents. Comments can be public or private.

API Docs

Users

Zendesk Support has three types of users: end users (your customers), agents, and administrators. End Users, Agents, Administrators.

API Docs

A single source of truth in all your tools

Census is the easiest way to share a consistent view of your data across your entire business. Define your models, metrics, and business logic in your data warehouse and sync them to all your operational tools.

  • Create trust in consistent metrics
  • Automate confidently with clean data
  • Simplify your data integration strategy
  • Improve data security and visibility

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rippling
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Advantages of Census

Build once. Reuse everywhere.

Once you define your models in dbt or in Census, you can sync them to all of the tools, so every team is using the same data to achieve their goals.

No more CSV files & Python scripts

Focus on building a data stack and improving data quality, not writing custom code to integrate with Sales & Marketing tools. Census takes care of getting the data into the hands of your business team. No Engineering favors required.

It just works. At scale.

Whether you sync 100 records or 100 million, we will keep your data in sync across your warehouse and your business tools. Census automatically navigates API failures and monitoring keeps you aware of worst case scenarios.

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Data Activation Use Cases

Syncing from Tableau

Tableau is a leading business intelligence tool recognized for its ability to make data exploration fast and easy. Report designers can create beautiful data visualization with a variety of chart types. This makes it a great tool for sharing data with professionals at any level in an organization. It also allows non-technical users to create customized dashboards.โ€šร„รง Sometimes visualization is the best way to share data but more often, data is more useful in the tools that people use every day.

Now you can use the data in Tableau for more than just analytics and BI. With Amazon Tableau you can operationalize your data across your entire customer data stack.

Learn how to use Census with ๐Ÿ‘‰ our Tableau docs

Syncing to Zendesk

Zendesk offers a suite of software-as-a-service products helping with customer support, sales, and other customer management services. Zendesk can help you target leads, optimize your sales pipeline, and engage with your customers.

Learn how to use Census with ๐Ÿ‘‰ our Zendesk docs

Census connects to Tableau and syncs data to Zendesk. With 200+ integrations (and counting!) and transparent pricing, it's never been easier to start operationalizing your data. This is what we like to call Reverse ETL.
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Census is the Data Activation platform of choice for companies who value scalability, observability, and performance.

#5 in the Top 50 Best Software Products of 2023
The Leader in Reverse ETL on G2, 4 quarters in a row ๐Ÿ†