Create Interactive Metabase Dashboards that Work with Zendesk Data

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CData Connect



Use CData Connect to create a virtual MySQL database for Zendesk data and create an interactive dashboard in Metabase from Zendesk data.

Metabase is an open source data visualization tool that allows users to create interactive dashboards. When paired with CData Connect Cloud, users can easily create visualizations and dashboards linked to live Zendesk data. This article describes how to create a virtual database for Zendesk and build a simple visualization using Zendesk data.

CData Connect provides a pure SQL interface for Zendesk, allowing you to easily integrate with live Zendesk data in Metabase — without replicating the data. Connect looks exactly like a MySQL database to Metabase and uses optimized data processing out of the box to push all supported SQL operations (filters, JOINs, etc) directly to Zendesk, leveraging server-side processing to quickly return Zendesk data.

Create a Virtual MySQL Database for Zendesk Data

CData Connect Cloud uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

  1. Log into Connect Cloud and click Databases.
  2. Select "Zendesk" from Available Data Sources.
  3. Enter the necessary authentication properties to connect to Zendesk.

    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.

  4. Click Test Database.
  5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

Connect to CData Connect from Metabase

After creating the virtual database, navigate to your Metabase instance. Use the MySQL interface to connect to CData Connect.

  1. Navigate to the administration screen (Settings -> Admin) and click "Add Database" from the "Databases" tab
  2. Configure the connection to CData Connect and click "Save"
    • Database type: Select "MySQL"
    • Name: Name the connection (e.g. "Zendesk (CData Connect)")
    • Host: The URL of your Connect instance (e.g. https://myinstance.cdatacloud.net)
    • Port: The port of the MySQL endpoint for your Connect instance (e.g. 3306)
    • Database name: The name of the virtual database you just created (e.g. Zendesk1)
    • Username: A CData Connect username
    • Password: The password for the above CData Connect user
    • Click to Use a secure connection (SSL)

Query Zendesk Data with Metabase

Once you configure the connection to CData Connect, you can query Zendesk and build visualizations.

  1. Use the "Write SQL" tool to retrieve the Zendesk data
  2. Write a SQL query based on the virtual database, e.g.

    SELECT Id, Subject FROM Tickets
  3. Navigate to the "Visualization" screen, choose a visualization, and configure the visualization

More Information & Free Trial

At this point, you have built a simple visualization from Zendesk data in Metabase. You can continue to work with live Zendesk data in Metabase just like you would any MySQL database. For more information on creating a virtual MySQL database for Zendesk (and more than 200 other data sources), visit the Connect Cloud page. Sign up for a free trial and start working with live Zendesk data in Metabase today.