You'll need to provide:
- Your Zendesk URL (e.g., yourcompany.zendesk.com)
- Zendesk username (admin account recommended)
- Zendesk API token (generate this in your Zendesk admin settings)
Finding required information
1. Your Zendesk URL
- This is the web address you use to access your Zendesk account
- Format:
yourcompany.zendesk.com - You can find this in your browser's address bar when logged into Zendesk
2. Zendesk Username
- This should be an admin account with API access permissions
- To check if your account has admin access:
- Click on your profile icon in the top right corner
- Select "View profile"
- Look for "Role" - you need "Administrator" role
- If you don't have admin access, contact your Zendesk administrator
3. Zendesk API Token
- Navigate to Admin Center (gear icon in sidebar)
- Select Apps and Integrations from the left menu
- Click on APIs
- Select the Zendesk API tab
- In the Token Access section, click Add API Token
- Enter "Pilea Integration" as the description
- Copy the token that appears (important: this token will only be shown once)
Security Note: Create a dedicated admin account for integrations rather than using your personal account to ensure continuity if staff changes occur.
Map tags to products
Mapping connects your Zendesk tags to products in Pilea, determining how tickets are categorized during import.
Why it matters:
- Properly organized feedback makes trends easier to spot
- You control which tickets are analyzed and which are excluded
- Your analysis becomes more relevant to specific product areas
Tickets without tags will either use your default product or be excluded from import based on your settings.
