Add or Edit a Source Using One of the Available Connectors
- Amazon S3 Source
- Box (Personal) Source
- Box Business Source
- Confluence Cloud Source
- Confluence Self-Hosted Source
- Database Source
- Dropbox (Personal) Source
- Dropbox Business Source
- Exchange Enterprise Source
- Exchange Online (Personal) Source
- File System Source
- Generic REST API Source
- Gmail for Work Source
- Gmail (Personal) Source
- Google Drive (Personal) Source
- Google Drive for Work Source
- Jira Software Cloud Source
- Jira Software Self-Hosted Source
- Jive Cloud Source
- Jive Server Source
- Lithium Source
- Microsoft Dynamics 365 Source
- OneDrive for Business Source
- OTCS Source
- Push Source
- RSS Source
- Salesforce Source
- ServiceNow Source
- SharePoint Online Source
- SharePoint Online Legacy Source
- SharePoint Server Source
- Sitecore Source
- Sitemap Source
- Twitter Source
- Web Source
- YouTube Source
- Zendesk Source
Add or Edit a Zendesk Source
Members of the Administrators and Content Managers built-in groups can add the content of a Zendesk instance to a Coveo Cloud organization. The source can be shared, private, or secured (see Content Security). By default, a Zendesk source starts a refresh every hour to retrieve Zendesk item changes (addition, modification, or deletion) (see Edit a Source Schedule).
Source Features Summary
|Zendesk version||Latest cloud version||Following available Zendesk releases|
|Searchable content types||Organizations, users, groups, tickets, articles, article comments, and ticket and article attachments|
|Content security options||Secured|
Add or Edit a Zendesk Source
If not already in the Add/Edit a Zendesk Source panel, go to the panel:
To add a source:
In the main menu, under Content, select Sources > Add source button > Zendesk.
In the Sign in to Zendesk window that appears, enter your Zendesk subdomain, and then click Sign In.
Enter the Email and Password of a Zendesk administrator account that has access to the desired content.
Click Allow to allow Coveo to access your Zendesk content.
To edit a source, in the main menu, under Content, select Sources > source row > Edit in the Action bar.
In the Add/Edit a Zendesk Source panel, in the Configuration tab, enter appropriate parameter values:
A descriptive name for your source under 255 characters (not already in use for another source in this organization).
You cannot change the source name once it is created.
Character optical recognition (OCR)
Check this box if you want Coveo Cloud to extract text from image files or PDF files containing images (see Enable Optical Character Recognition). OCR-extracted text is processed as item data, meaning that it is fully searchable and will appear in the item Quick View (see Search Result Quick View).
When adding a source, if you have more than one logical (non-Elasticsearch) index in your organization, select the index in which the retrieved content will be stored (see Leverage Many Coveo Indexes). If your organization only has one index, this drop-down menu is not visible and you have no decision to make.
- In the Content to Include section:
Under Options, select the objects you want to make searchable.
If you chose to create a secured source, under Permissions, specify who should have access to the content (see Source Security). This parameter is ignored when your source is shared or private.
- In the Access tab, determine whether each group and API key can view or edit the source configuration (see Understanding Resource Access):
- In the Access Level column, select View or Edit for each available group.
- On the left-hand side of the tab, if available, click Groups or API Keys to switch lists.
If you remove the Edit access level from all the groups of which you are a member, you will not be able to edit the source again after saving. Only administrators and members of other groups that have Edit access on this resource will be able to do so. To keep your ability to edit this resource, you must grant the Edit access level to at least one of your groups.
Optionally, consider editing or adding mappings between Zendesk item metadata and fields in your Coveo Cloud organization (see Adding and Managing Source Mappings).
You can only manage mapping rules once you build the source (see Refresh, Rescan, or Rebuild Sources).
Complete your source addition or edition:
Click Add Source/Save when you want to save your source configuration changes without starting a build/rebuild, such as when you know you want to do other changes soon.
On the Sources page, you must click Start initial build or Start required rebuild in the source Status column to add the source content or make your changes effective, respectively.
Click Add and Build Source/Save and Rebuild Source when you are done editing the source and want to make changes effective.
Once the source is built or rebuilt, you can review its content in the Content Browser (see Inspect Items With the Content Browser).
Review the default update schedule and optionally change it so that it better fits your needs (see Edit a Source Schedule). By default, your content is refreshed every hour.