- Amazon S3 Source
- Box Business Source
- Catalog Source
- Confluence Cloud Source
- Confluence Server Source
- Database Source
- Dropbox Business Source
- Exchange Enterprise Source
- File System Source
- Generic REST API Source
- Gmail for Work Source
- Google Drive for Work Source
- Jira Software Cloud Source
- Jira Software Server Source
- Jive Cloud Source
- Jive Server Source
- Khoros Community Source
- Microsoft Dynamics 365 Source
- OneDrive for Business Source
- Push Source
- RSS Source
- Salesforce Source
- ServiceNow Source
- SharePoint Online Source
- SharePoint Online Legacy Source
- SharePoint Server Source
- Sitecore Source
- Sitemap Source
- Slack Source
- Twitter Source
- Web Source
- YouTube Source
- Zendesk Source
- Connector Building Best Practices
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 organization. In a Coveo-powered search interface, the source content is accessible to either everyone, the source creator only, or specific users as determined by source permissions (see Content Security).
Source Key Characteristics
|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 update operations||Refresh|
|Content security options||Determined by source permissions|
Add or Edit a Zendesk Source
“Sign in to Zendesk” Window
When adding the source, you must first authenticate with Zendesk in the Sign in to Zendesk window to allow Coveo Cloud to access your content.
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.
In the Add/Edit a Zendesk Source panel, the Configuration tab is selected by default. It contains your source general information, as well as other parameters.
Enter a name for your source.
A source name can’t be modified once it’s saved, therefore be sure to use a short and descriptive name, using letters, numbers, hyphens (
-), and underscores (
_). Avoid spaces and other special characters.
You can’t change the source name once it’s created.
Character optical recognition (OCR)
If you want Coveo Cloud to extract text from image files or PDF files containing images, check the appropriate box. OCR-extracted text is processed as item data, meaning that it’s fully searchable and will appear in the item Quick View. See Enable Optical Character Recognition for details on this feature.
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 isn’t visible and you have no decision to make.
“Content to Include” Section
Select the objects you want to make searchable. If you select Tickets, additional options appear:
Select Archived tickets and/or Deleted tickets if you want them to be indexed.
Under Filter by, select or enter the desired Organization or Tag if you want to index a subset of tickets.
By default, Coveo Cloud indexes items in American English (
en-us). If you want to index items in a different language, under Zendesk locale, enter the supported locale corresponding to this language.
de to index your content in German.
The Zendesk source only supports one locale per source. Therefore, if you want to index content in two languages, you must create two sources.
If you intend to select the Determined by source permissions option in the Content Security section, in the Permissions tab, specify who should have access to the content. This parameter is ignored when you choose a different option.
“Content Security” Tab
In the Access tab, determine whether each group and API key can view or edit the source configuration (see 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.
Finish adding or editing your source:
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, click Add Source/Save.
To add the source content or to make your changes effective, on the Sources page, you must click Launch build or Launch rebuild in the source Status column.
When you’re done editing the source and want to make changes effective, click Add and Build Source/Save and Rebuild Source.
Back on the Sources page, you can review the progress of your source addition or modification.
Once the source is built or rebuilt, you can review its content in the Content Browser.
Optionally, consider editing or adding mappings.
You can only manage mapping rules once you build the source (see Refresh, Rescan, or Rebuild Sources).