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Import Zendesk Data into Microsoft Power Query
The CData API Server offers standards-based Web service endpoints that allow a variety of applications to access Zendesk data. In this article, you will use the OData format to import Zendesk data into Microsoft Power Query.
The API Server, when paired with the ADO.NET Provider for Zendesk (or any of 200+ other ADO.NET Providers), enables you to use Web services to connect to and query Zendesk data. This article details how to import an OData feed of Zendesk data into Microsoft Power Query.
Set Up the API Server
Follow the steps below to begin producing secure Zendesk OData services:
Deploy
The API Server runs on your own server. On Windows, you can deploy using the stand-alone server or IIS. On a Java servlet container, drop in the API Server WAR file. See the help documentation for more information and how-tos.
The API Server is also easy to deploy on Microsoft Azure, Amazon EC2, and Heroku.
Connect to Zendesk
After you deploy the API Server and the ADO.NET Provider for Zendesk, provide authentication values and other connection properties needed to connect to Zendesk by clicking Settings -> Connections and adding a new connection in the API Server administration console.
Connecting to Zendesk
To connect, set the URL and provide authentication. The URL is your Zendesk Support URL: https://{subdomain}.zendesk.com.
Authenticating to Zendesk
You can authenticate using the Basic or OAuth methods.
Using Basic Authentication
To use Basic authentication, specify your email address and password or your email address and an API token. Set User to your email address and follow the steps below to provide the Password or ApiToken.
- Enable password access in the Zendesk Support admin interface at Admin > Channels > API.
- Manage API tokens in the Zendesk Support Admin interface at Admin > Channels > API. More than one token can be active at the same time. Deleting a token deactivates it permanently.
Using OAuth Authentication
See the Getting Started guide in the CData driver documentation for an authentication guide.
You can then choose the Zendesk entities you want to allow the API Server access to by clicking Settings -> Resources.
Authorize API Server Users
After determining the OData services you want to produce, authorize users by clicking Settings -> Users. The API Server uses authtoken-based authentication and supports the major authentication schemes. Access can also be restricted based on IP address; by default, only connections to the local machine are allowed. You can authenticate as well as encrypt connections with SSL.
Connect to Zendesk Data from Power Query
Follow the steps below to import tables that can be refreshed on demand:
- Configure the API Server to use a version of the OData protocol that is recognized by Power Query. In the API Server administration console, click Settings -> Server and change the value of the Default Version property to 3.0.
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From the ribbon in Excel, click Power Query -> From Other Data Sources -> From OData Feed, and enter the OData URL:
https://your-server:8032/api.rsc
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In the next step of the wizard, define authentication credentials and set privacy levels. Select Basic authentication and enter the credentials for a user authorized to make requests. Specify the Username field and enter the user's authtoken in the Password field.
To change the authentication scheme that Power Query will use, click Power Query -> Data Source Settings. Select the OData feed from the list and then click Edit Credential. Select the privacy level from the menu on the Data Source Settings page.
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You can now access Zendesk data in Power Query. In the Navigator expand the node for the OData feed, right-click a table, and click Edit to open the Query Editor. This will display the table data.
