Databases
Sales & Support Analytics

How to load data from Zendesk Sell to ElasticSearch

Learn how to use Airbyte to synchronize your Zendesk Sell data into ElasticSearch within minutes.

TL;DR

This can be done by building a data pipeline manually, usually a Python script (you can leverage a tool as Apache Airflow for this). This process can take more than a full week of development. Or it can be done in minutes on Airbyte in three easy steps:

  1. set up Zendesk Sell as a source connector (using Auth, or usually an API key)
  2. set up ElasticSearch as a destination connector
  3. define which data you want to transfer and how frequently

You can choose to self-host the pipeline using Airbyte Open Source or have it managed for you with Airbyte Cloud.

This tutorial’s purpose is to show you how.

What is Zendesk Sell

Zendesk Sell is a sales CRM software tool that strengthen productivity, processes for sales teams and it fits your business needs with unlimited pipelines, added customization and sequences, and more. Zendesk Sell is a well moderated sales CRM to assist you expedite revenue which is quick to establish, intuitive, and easy to love. It has rich features around building lists of contacts, leads, deals, and companies.

What is ElasticSearch

Elasticsearch is a powerful search and analytics engine that is designed to handle large amounts of data in real-time. It is an open-source, distributed, and scalable search engine that is built on top of the Apache Lucene search library. Elasticsearch is used to search, analyze, and visualize data in real-time, making it an ideal tool for businesses and organizations that need to process large amounts of data quickly. Elasticsearch is designed to be highly scalable and can be used to index and search data across multiple servers. It is also highly customizable, allowing users to configure it to meet their specific needs. Elasticsearch is commonly used for log analysis, full-text search, and business analytics. One of the key features of Elasticsearch is its ability to handle unstructured data, such as text, images, and videos. It uses a powerful search algorithm to analyze and index this data, making it easy to search and retrieve information quickly. Elasticsearch also supports a wide range of data formats, including JSON, CSV, and XML, making it easy to integrate with other data sources. Overall, Elasticsearch is a powerful tool that can help businesses and organizations to process and analyze large amounts of data quickly and efficiently.

Integrate Zendesk Sell with ElasticSearch in minutes

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Prerequisites

  1. A Zendesk Sell account to transfer your customer data automatically from.
  2. A ElasticSearch account.
  3. An active Airbyte Cloud account, or you can also choose to use Airbyte Open Source locally. You can follow the instructions to set up Airbyte on your system using docker-compose.

Airbyte is an open-source data integration platform that consolidates and streamlines the process of extracting and loading data from multiple data sources to data warehouses. It offers pre-built connectors, including Zendesk Sell and ElasticSearch, for seamless data migration.

When using Airbyte to move data from Zendesk Sell to ElasticSearch, it extracts data from Zendesk Sell using the source connector, converts it into a format ElasticSearch can ingest using the provided schema, and then loads it into ElasticSearch via the destination connector. This allows businesses to leverage their Zendesk Sell data for advanced analytics and insights within ElasticSearch, simplifying the ETL process and saving significant time and resources.

Step 1: Set up Zendesk Sell as a source connector

1. First, navigate to the Airbyte dashboard and click on "Sources" in the left-hand menu.
2. Click on "New Source" and select "Zendesk Sell" from the list of available connectors.
3. Enter a name for your source and click "Next".
4. Enter your Zendesk Sell API key and subdomain in the appropriate fields. You can find your API key in your Zendesk Sell account settings.
5. Click "Test" to ensure that your credentials are correct and that Airbyte can connect to your Zendesk Sell account.
6. Once the test is successful, click "Create" to add your Zendesk Sell source to Airbyte.
7. You can now configure your sync settings and schedule for your Zendesk Sell source by clicking on "Syncs" in the left-hand menu and creating a new sync.
8. Select your Zendesk Sell source as the "Source" and choose your destination for the data.
9. Configure any necessary mapping and transformation settings and set your sync schedule.
10. Click "Create" to start syncing your Zendesk Sell data to your chosen destination.

Step 2: Set up ElasticSearch as a destination connector

1. First, navigate to the Airbyte website and log in to your account.
2. Once you are logged in, click on the "Destinations" tab on the left-hand side of the screen.
3. Scroll down until you find the Elasticsearch destination connector and click on it.
4. You will be prompted to enter your Elasticsearch connection details, including the host URL, port number, and any authentication credentials.
5. Once you have entered your connection details, click on the "Test" button to ensure that your connection is working properly.
6. If the test is successful, click on the "Save" button to save your Elasticsearch destination connector settings.
7. You can now use this connector to send data from your Airbyte sources to your Elasticsearch database.
8. To set up a pipeline, navigate to the "Sources" tab and select the source you want to use.
9. Click on the "Create New Connection" button and select your Elasticsearch destination connector from the list.
10. Follow the prompts to map your source data to your Elasticsearch database fields and save your pipeline.

Step 3: Set up a connection to sync your Zendesk Sell data to ElasticSearch

Once you've successfully connected Zendesk Sell as a data source and ElasticSearch as a destination in Airbyte, you can set up a data pipeline between them with the following steps:

  1. Create a new connection: On the Airbyte dashboard, navigate to the 'Connections' tab and click the '+ New Connection' button.
  2. Choose your source: Select Zendesk Sell from the dropdown list of your configured sources.
  3. Select your destination: Choose ElasticSearch from the dropdown list of your configured destinations.
  4. Configure your sync: Define the frequency of your data syncs based on your business needs. Airbyte allows both manual and automatic scheduling for your data refreshes.
  5. Select the data to sync: Choose the specific Zendesk Sell objects you want to import data from towards ElasticSearch. You can sync all data or select specific tables and fields.
  6. Select the sync mode for your streams: Choose between full refreshes or incremental syncs (with deduplication if you want), and this for all streams or at the stream level. Incremental is only available for streams that have a primary cursor.
  7. Test your connection: Click the 'Test Connection' button to make sure that your setup works. If the connection test is successful, save your configuration.
  8. Start the sync: If the test passes, click 'Set Up Connection'. Airbyte will start moving data from Zendesk Sell to ElasticSearch according to your settings.

Remember, Airbyte keeps your data in sync at the frequency you determine, ensuring your ElasticSearch data warehouse is always up-to-date with your Zendesk Sell data.

Use Cases to transfer your Zendesk Sell data to ElasticSearch

Integrating data from Zendesk Sell to ElasticSearch provides several benefits. Here are a few use cases:

  1. Advanced Analytics: ElasticSearch’s powerful data processing capabilities enable you to perform complex queries and data analysis on your Zendesk Sell data, extracting insights that wouldn't be possible within Zendesk Sell alone.
  2. Data Consolidation: If you're using multiple other sources along with Zendesk Sell, syncing to ElasticSearch allows you to centralize your data for a holistic view of your operations, and to set up a change data capture process so you never have any discrepancies in your data again.
  3. Historical Data Analysis: Zendesk Sell has limits on historical data. Syncing data to ElasticSearch allows for long-term data retention and analysis of historical trends over time.
  4. Data Security and Compliance: ElasticSearch provides robust data security features. Syncing Zendesk Sell data to ElasticSearch ensures your data is secured and allows for advanced data governance and compliance management.
  5. Scalability: ElasticSearch can handle large volumes of data without affecting performance, providing an ideal solution for growing businesses with expanding Zendesk Sell data.
  6. Data Science and Machine Learning: By having Zendesk Sell data in ElasticSearch, you can apply machine learning models to your data for predictive analytics, customer segmentation, and more.
  7. Reporting and Visualization: While Zendesk Sell provides reporting tools, data visualization tools like Tableau, PowerBI, Looker (Google Data Studio) can connect to ElasticSearch, providing more advanced business intelligence options. If you have a Zendesk Sell table that needs to be converted to a ElasticSearch table, Airbyte can do that automatically.

Wrapping Up

To summarize, this tutorial has shown you how to:

  1. Configure a Zendesk Sell account as an Airbyte data source connector.
  2. Configure ElasticSearch as a data destination connector.
  3. Create an Airbyte data pipeline that will automatically be moving data directly from Zendesk Sell to ElasticSearch after you set a schedule

With Airbyte, creating data pipelines take minutes, and the data integration possibilities are endless. Airbyte supports the largest catalog of API tools, databases, and files, among other sources. Airbyte's connectors are open-source, so you can add any custom objects to the connector, or even build a new connector from scratch without any local dev environment or any data engineer within 10 minutes with the no-code connector builder.

We look forward to seeing you make use of it! We invite you to join the conversation on our community Slack Channel, or sign up for our newsletter. You should also check out other Airbyte tutorials, and Airbyte’s content hub!

What should you do next?

Hope you enjoyed the reading. Here are the 3 ways we can help you in your data journey:

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Take the first step towards extensible data movement infrastructure that will give a ton of time back to your data team. 
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Talk to a data infrastructure expert
Get a free consultation with an Airbyte expert to significantly improve your data movement infrastructure. 
Talk to sales
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What should you do next?

Hope you enjoyed the reading. Here are the 3 ways we can help you in your data journey:

flag icon
Easily address your data movement needs with Airbyte Cloud
Take the first step towards extensible data movement infrastructure that will give a ton of time back to your data team. 
Get started with Airbyte for free
high five icon
Talk to a data infrastructure expert
Get a free consultation with an Airbyte expert to significantly improve your data movement infrastructure. 
Talk to sales
stars sparkling
Improve your data infrastructure knowledge
Subscribe to our monthly newsletter and get the community’s new enlightening content along with Airbyte’s progress in their mission to solve data integration once and for all.
Subscribe to newsletter

Frequently Asked Questions

What data can you extract from Zendesk Sell?

Zendesk Sell's API provides access to a wide range of data related to sales and customer relationship management. The following are the categories of data that can be accessed through the API:  

1. Contacts: Information about customers and prospects, including their names, email addresses, phone numbers, and company details.  
2. Deals: Details about sales opportunities, including the deal value, stage, and probability of closing.  
3. Activities: Information about sales activities, such as calls, emails, and meetings, including the date, time, and notes.  
4. Tasks: Details about tasks assigned to sales reps, including the due date, priority, and status.  
5. Leads: Information about potential customers who have shown interest in a product or service, including their contact details and lead source.  
6. Products: Details about the products or services being sold, including their names, descriptions, and prices.  
7. Organizations: Information about the companies or organizations that customers and prospects belong to, including their names, addresses, and industry.  
8. Users: Details about the sales reps and other users who have access to the Zendesk Sell account, including their names, email addresses, and roles.  

Overall, the Zendesk Sell API provides a comprehensive set of data that can be used to analyze sales performance, track customer interactions, and improve the overall sales process.

What data can you transfer to ElasticSearch?

You can transfer a wide variety of data to ElasticSearch. This usually includes structured, semi-structured, and unstructured data like transaction records, log files, JSON data, CSV files, and more, allowing robust, scalable data integration and analysis.

What are top ETL tools to transfer data from Zendesk Sell to ElasticSearch?

The most prominent ETL tools to transfer data from Zendesk Sell to ElasticSearch include:

  • Airbyte
  • Fivetran
  • Stitch
  • Matillion
  • Talend Data Integration

These tools help in extracting data from Zendesk Sell and various sources (APIs, databases, and more), transforming it efficiently, and loading it into ElasticSearch and other databases, data warehouses and data lakes, enhancing data management capabilities.