Summary: ◀▼
You can connect external knowledge sources to your account so your team can search and use knowledge from supported apps, APIs, and files across content experiences. Choose a dedicated connector when available, or use the universal connector for REST API sources with field mapping and pagination. You can sync content from tools like Confluence, Google Drive, Notion, SharePoint, and more, then manage updates through ongoing syncs.
You can connect an external knowledge source to your Zendesk account to make the content available wherever external content is used. Each knowledge connector has a connector-specific authentication page that you configure prior to connecting. Once connected, you can use the Connection page to manage the connection. Any updates or additions made to those elements will be ingested into Zendesk during the next sync.
Zendesk provides dedicated knowledge connectors for supported external knowledge sources. If a dedicated connector isn't available, the universal connector provides another way to ingest knowledge from a source with a compatible REST API.
You can connect up to 50 external content sources to your Zendesk account and make the content available wherever external content is used.
Connecting external content using a dedicated knowledge connector
You can use a dedicated knowledge connector to connect an external knowledge source to your Zendesk account and make the content available wherever external content is used. When you connect external knowledge sources to Zendesk, you’ll see them listed as an external search source in Knowledge admin.
You must be a Knowledge admin to set up and manage external content connections.
- In Knowledge admin, click Manage articles (
) in the sidebar. - Click External content > Connections.
- Under the Available sources section, click Connect for the
dedicated knowledge source you want to connect.Note: To use the universal connector, see the Connecting external content using the universal knowledge connector.
- Review messaging and click Continue to begin configuring the connection.
- Enter the required authentication information to give Zendesk permission to
access content from the knowledge source.
Authentication details vary by connector. See Knowledge connector authentication reference for information specific to the connector you are configuring.
- Click Sync.
The knowledge connector is added to the Connections page and begins syncing. To manage existing connections, see Managing external knowledge connections.
Connecting external content using the universal knowledge connector
You can use a universal knowledge connector to connect an external knowledge source to Zendesk when a dedicated knowledge connector isn't available for that source. The universal connector retrieves content through the source's REST API and makes that content available in Zendesk as external knowledge.
When you configure a universal connector, you provide the information Zendesk needs to access the source API, including its API endpoint and credentials. Zendesk makes a request to the source to validate the connection and retrieve a sample response. The fields returned in the response are then available for you to map to the corresponding external content fields in Zendesk. If the source returns records across multiple pages, you can also configure how Zendesk retrieves subsequent pages.
- Interface: REST API
- Request method: GET
- Response format: JSON
- Authentication: API key
- Record retrieval: Content and required metadata must be available in each retrieved record
- Pagination: Configurable pagination
- Synchronization: Full refresh every 24 hours
You must be a Knowledge admin to configure the universal connector. You should also be familiar with the API for the knowledge source you're connecting.
- In Knowledge admin, click Manage articles (
) in the sidebar. - Click External content > Connections.
- Under the Available sources section, click Other.
- Review messaging about syncing knowledge with an API and click
Continue to begin configuring the connection.Note: The universal connector uses the permissions associated with the API credentials used to configure the connection. Source-specific permissions for individual users or records aren't preserved or enforced in Zendesk.
- Enter the required authentication information to give Zendesk permission to access content from the knowledge source. See Universal Connector in the Knowledge connector authentication reference table below.
- Click Sync.
The knowledge connector is added to the Connections page and begins syncing. To manage existing connections, see Managing external knowledge connections.
Knowledge connector authentication reference
| Connector | Authentication and connection details |
|---|---|
| Amazon S3 | On the Authenticate tab, configure the following:
On the Define scope tab, configure the following:
|
| Box | Log in to Box with a user account that has the correct
permissions for content you want to sync to Zendesk.
Configure the following:
When you set up a Box connection, you select parent folders that reside in the root directory of your Box knowledge base. When the connector syncs, all supported content within that parent folder (including subfolders and supported files) will sync to your Zendesk account. |
| Confluence | Log in to Confluence with a user account that has the correct
permissions for content you want to sync to Zendesk.
Configure the following:
Connections to personal spaces in Confluence are not permitted. |
| Contentful | On the Authenticate tab, configure the following:
On the Add public URL tab, configure the following:
The knowledge connector only ingests content that can be associated with a URL. If the URL cannot be constructed from the URL format because required fields are missing, the record is skipped during content syncing. |
| Document360 | On the Authenticate tab, configure the following:
Each time you create a connection, you must provide a unique API token. When creating API tokens in Document360 for use with Zendesk, be sure to specify GET as the allowed HTTP method. See the Document360 documentation for more information. |
| Dropbox | Log in to Dropbox with a user account that has the correct
permissions for content you want to sync to Zendesk (.docs,
.xlsx, .html, and .md.) Select the Root folder that you want to sync to your Zendesk account. You can only select the top level folders in the root directory; you cannot select subfolders or individual files in the root directory. When you select a root folder, the sync automatically includes all subfolders and supported file types in that folder. |
| Freshdesk | Configure the following:
Zendesk only ingests content from the default locale. |
| Front |
On the Authenticate tab, enter the following:
Zendesk syncs the articles from all knowledge bases in your Front account, in all locales. Only published articles are synced; drafts and unpublished content are not included. Only one Front connection per Zendesk account is allowed. |
| Google Drive | Sign in to Google with a user account that has the correct
permissions for content you want to sync to Zendesk and allow
Zendesk to access your Google Drive files. Select the drives you want to sync. The Google Drive connector supports Google Docs and Sheets. In addition, the Google Drive connector syncs contents from your shared Google Drive. Content from private Google Drives is not synced. You can enroll in the PDF Ingestion EAP to enable syncing of your PDF documents. |
| Guru | On the Authenticate tab, configure the following:
On the Define scope tab, configure the following:
|
| Helpjuice |
On the Define scope tab, configure the following:
Zendesk syncs Helpjuice articles returned for that API key. There is no additional category or article selection step. |
| HubSpot | Log into HubSpot with a user account that has the correct
permissions for content you want to sync to Zendesk. Zendesk ingests published blog posts (both internal and public) from all locales. |
| Jira | Select the JIRA account that you want to sync with your
Zendesk account. Enter the following information:
Synced content includes the following:
|
| KnowledgeOwl |
On the Authenticate tab, enter the following:
Zendesk syncs all published articles from your KnowledgeOwl project, in all languages. Drafts and unpublished articles are not synced. One connection per KnowledgeOwl project; create a new connection if you want to sync a different project. |
| Kustomer |
On the Authenticate tab, enter the following:
Zendesk syncs all articles from your Kustomer knowledge base in all published languages, so every translation is searchable. Drafts and unpublished articles are not synced, and languages that have not been published are not included. One connection per Kustomer organization; create a new connection if you want to sync a different organization. |
| Notion | Select your Notion Workspace from the drop-down list in the
upper right. Select the pages within your teamspace that you want to sync, then allow access to those pages. Due to limitations with Notion, you can set up only a single Notion connection in your Zendesk account. To add or remove content from this connection, see Adding or removing content from your Notion connection. For pages to be synced to your Zendesk account, they must have content within the body of the page. |
| ReadMe |
On the Define scope tab, configure the following:
Zendesk syncs guide documentation from your ReadMe project. API reference content is not synced. There is no additional category or version selection step in Zendesk (v2 syncs the stable branch). |
| Salesforce | Log into Salesforce with a user account that has the correct
permissions for content you want to sync to Zendesk. Zendesk ingests the latest version of published articles (both internal and public) from all locales. |
| SharePoint | Log in to Microsoft with a user account that has the correct
permissions for content you want to sync to Zendesk. Select your SharePoint site from the drop-down list. Supported file types are docx, .xlsx, and .md. You can enroll in the PDF Ingestion EAP to enable syncing of your PDF documents. |
| Stoplight |
To connect Stoplight, configure the following:
No API key or OAuth login is required. Zendesk uses the public Stoplight API, so only content that is publicly accessible in your workspace is synced. Zendesk syncs the documentation pages of the selected project, following its table of contents. Beyond choosing the project, there is no additional page selection step. One connection per project; create a new connection if you want to sync a different project. |
| Wordpress |
On the Define scope tab, configure the following:
No API key or OAuth login is required. Zendesk uses the WordPress.com public REST API, so only public published posts are synced. Private or protected content is not included. There is no additional post or category selection step. |
| Zendesk | Enter information required for all connections (public and
non-public):
If you want to sync non-public content that requires
user login, click Turn on, then select one of the
following authentication options:
Note: API tokens are being
deprecated. To prepare your setup and transition to
OAuth authentication, see the Zendesk OAuth
migration timeline for important milestones
and migration instructions.
Select the Locales (optional) for articles you want to sync. Locale for articles that you want to sync. If you leave this field blank, then articles associated with all locales will be synced. If you don't specify an API token with email and locale, then each connection contains the publically available content in the all locales for that subdomain. All published articles that meet this criteria are synced to the connection. If you want to sync content from another Zendesk subdomain, you'll need to add a new connection for that subdomain. |
| Universal connector |
Authentication To configure the connection, enter the following information. Zendesk will send a request to the configured endpoint to verify that it can reach the source and authenticate using the credentials you provided.
Field Mappings Field mappings
determine how content and metadata returned by the source
API are stored as external content in Zendesk. To define how
your data appears in Zendesk, configure the following
mapping fields:
Pagination During synchronization,
Zendesk follows the configured pagination strategy until it
retrieves all available records. If your source API returns
records across multiple pages, select and configure one of
the following pagination strategies that corresponds to your
source API:
|