Extract Data from Zendesk Task

Suite
Customer Experience Employee Experience Strategy & Research
Product
Qualtrics
What's on this page

About the Extract Data from Zendesk Task

With the Extract Data from Zendesk task you can extract data from the Zendesk platform to bring into Qualtrics. After data is extracted you can then use a loader task to load it into your desired place or project in Qualtrics.

Qtip: For more information on using data loading and extracting tasks, see using Workflows tasks to build ETL.

Setting Up an Extract Data from Zendesk Task

Follow the linked instructions to create a new ETL workflow.
For your data source task, choose the Extract data from Zendesk task.
the "extract data from zendesk task" highlighted within the task selection
the "extract data from zendesk task" highlighted within the task selection
Select the Zendesk account to import data from.
a zendesk account selected, with the option to add a user account in the top-right of the page
a zendesk account selected, with the option to add a user account in the top-right of the page
Qtip: Any Zendesk accounts you’ve previously connected as well as accounts set up by Brand Administrators will be available here.
If you’d like to add a new Zendesk account, click Add a user account.
Qtip: After clicking Add a user account, give the account a name and enter the account credentials, then click Connect account.
Click Next.
Enter your Zendesk subdomain.
a form field to enter a subdomain within the task, and a "verify" button to the right
a form field to enter a subdomain within the task, and a "verify" button to the right
Click Verify.
Once your subdomain is verified, click Next.
a successfully verified subdomain at the top, and the "next" button highlighted in the bottom right
a successfully verified subdomain at the top, and the "next" button highlighted in the bottom right
Select the type of data to import.
configuration options, including radio buttons to select the data type at the top, and dropdowns to select the date range at the bottom
configuration options, including radio buttons to select the data type at the top, and dropdowns to select the date range at the bottom
  • Live chat: Extract live chat conversation data.
    Qtip: Extract live chat conversation data.
  • Ticket metadata: Extract ticket metadata across all Zendesk channels. This will not extract any conversational data.
If you are importing ticket metadata, check the box to Process only closed tickets.
Qtip: Selecting this option will only process tickets with a status of closed. This avoids extracting the same tickets multiple times as their status changes.
Select the start date of when you want to begin extracting data. When your task runs for the first time, it will extract data between the time you select and when the task starts.
Attention: You can go back a maximum of 30 days.
Select a start time
Select a time zone.
If desired, select specific ticket tags to filter your data. Only Zendesk data that contains at least one of these tags will be extracted.
a dropdown with zendesk tags selected, and the next button in the bottom right
a dropdown with zendesk tags selected, and the next button in the bottom right
If you selected more than 2 tags and you only want to retrieve data that contains every selected tag, click Retrieve tickets that have all of the selected tags. If this is not selected, tickets that have any of the selected tags will be extracted.
Click Next.
Select any additional ticket attributes you would like to extract. After selecting a field(s), click the right arrow to move it to the selected attributes table. Available fields are displayed on the left, and fields that will be imported are displayed on the right.
A table to select custom attributes, with available attributes arranged on the left and selected attributes on the right. The next button is in the bottom right.
A table to select custom attributes, with available attributes arranged on the left and selected attributes on the right. The next button is in the bottom right.
Click Save.

After setting up your Zendesk task, you must tell Qualtrics where to save your data with a data loader task.

Qtip: We recommend running your data through a basic transform task before sending it to a data loader task. This allows you to make sure your fields are in the right format for easy mapping in the loader task.

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