This document is a step-by-step guide for setting up the Zendesk integration within BrightGauge.

Create Your Zendesk API Key

Before you connect the datasource in BrightGauge, you must create an API key in Zendesk. Please refer to the Zendesk documentation, Generating API tokens, for instructions.

Connect to Zendesk

To connect to Zendesk:

1. Log in to your BrightGauge account.
2. Navigate to DATA > Datasources.
   
3. Click Add a New Datasource.
4. Click the PSA tab.
   
5. Select Zendesk.
6. Enter a Name for the datasource.
7. Enter your Zendesk Subdomain, Zendesk Username, and Zendesk API Token.
   
8. Click Test Connection.
9. After a successful connection, click Save. Dashboards, reports, datasets, and gauges are added to your account after the datasource is saved. The sync usually takes 20 to 30 minutes to complete.

Your Default Dashboards

• BGS - Service Leaders
• BGS Service Ticket KPIs
• Client Dashboard Template
• Tech Dashboard

Your Default Reports

• BGS - Service Leaders
• Zendesk - Executive Report Summary

Your Default Datasets

• Ticket Statistics
• User Data

For a list of all default gauges, please visit the Gauges section of your account, sort by the Datasource you'd like to see, and select for Default.

If you have any questions, please contact Support by selecting Help > Open a Ticket from the top menu bar.