Use the CData ODBC Driver for Zendesk in SAS JMP

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Zendesk ODBC Driver

The Zendesk ODBC Driver is a powerful tool that allows you to connect with live Zendesk project management data, directly from any applications that support ODBC connectivity.

Access Zendesk like you would a database - read, write, and update Tickets, Groups, Users, Schedules, etc. through a standard ODBC Driver interface.



You can use the CData ODBC Driver to integrate Zendesk data into the statistical analysis tools available in SAS JMP. This article shows how to use Zendesk data in the Graph Builder and Query Builder.

You can use the CData ODBC Driver for Zendesk to integrate live data into your statistical analysis with SAS JMP. The driver proxies your queries directly to the Zendesk API, ensuring that your analysis reflects any changes to the data. The CData ODBC Driver supports the standard SQL used by JMP in the background as you design reports.

The Zendesk API supports bidirectional access. This article shows how to access Zendesk data into a report and create data visualization. It also shows how to use SQL to query and manipulate Zendesk data from the JMP Query Builder.

Access Zendesk Data as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

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.

When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

Import Zendesk Data with the Query Builder

After you have created the Zendesk DSN, you can use SQL to invoke the capabilities of the Zendesk API. Follow the steps below to execute some supported queries in the Query Builder:

  1. In SAS JMP, click File -> Database -> Query Builder. The Select Database Connection dialog is displayed.
  2. Click New Connection.
  3. On the Machine Data Source tab, select the DSN. In the next step, the Select Tables for Query dialog is displayed.
  4. In the Available Tables section, select a table and click Primary.
  5. As you drag Available Columns to the Included Columns tab, the underlying SQL query is updated.
  6. Click Run Query to display the data.
  7. To refresh the results with the current data, right-click Update from Database and click Run Script.

Manipulate Zendesk Data

You can execute data manipulation queries from JSL scripts such as the one below. To execute a script, click New Script in the toolbar. To connect, specify the DSN. You can then use the standard SQL syntax:

Open Database( "DSN=CData Zendesk Source;", "INSERT INTO Tickets (Industry) VALUES ('Floppy Disks');");

Visualize Zendesk Data

After importing, you can use the Graph Builder to create graphs visually. To open the Graph Builder, click the Graph Builder button in the toolbar.

  1. Drag a dimension column onto the x axis. For example, Id.
  2. Drag a measure column onto the y axis. For example, Subject.
  3. Select a chart type. For example, a bar chart.