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Dashboard Pack - Zendesk Support

Documentation Team
  • Updated

Dashboard Pack - Zendesk Support

This article describes how to download a specific dashboard pack. You can download dashboard packs from dashboards.squaredup.com and learn more about how dashboard packs work here: Dashboard Packs

Description

This dashboard provides an overview of the support tickets that have been raised via email/web support portal and created in Zendesk for the last 30 days (default timeframe).

How do I import and configure this dashboard?

  1. Ensure you're using Dashboard Server v5.3 or above.

    Already a SquaredUp customer?

    Get the latest version of Community Edition

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  2. Create a PowerShell profile in Dashboard Server with the following settings:

    Name

    Zendesk Support

    Note: The name is case-sensitive and must be entered exactly as given here for the tiles to recognize the profile automatically. If you name it differently, you will need to select the profile manually for each tile on the dashboard.

    Description (optional)Sets up the PowerShell Profile and connects to Zendesk
    Script

    Copy and paste the contents of the PowerShell script below.

    Note: You need to change the values for the parameters $base_url, $User and $Token, to the connection details of your Zendesk environment and the account with permissions to make the API call.

    Copy
    #Profile details:

    $base_url = 'https://domain.zendesk.com/api/v2/'
    $User = 'user@domain.com/token'  
    $Token = 'xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx'
    $Headers = @{Authorization = 'Basic ' + [Convert]::ToBase64String([Text.Encoding]::ASCII.GetBytes("$($User):$($Token)"))}
    $Method = 'Get'
    $Content = 'application/json';
    $Body = @{};
    1. From the top right hand menu ☰ click system.
    2. Go to the PowerShell tab.
    3. Click add new profile.
    4. Enter a name and a description for the new profile.
    5. Enter the profile script.
    6. Click add profile.
      The profile is now saved and can be used in a PowerShell tile.

  3. Download and import this dashboard pack.

    1. Download the dashboard pack zip file for the dashboard pack you wish to import.

      There may be additional steps before or after the import to get the dashboard working in your environment.

    2. In Community Edition go to the top right hand menu ☰ > Import Dashboard Packs and drag the zip file into the Manual Import box.

       

    3. The dashboard pack is imported and if the pack contains top-level dashboards, these will automatically appear in the navigation bar, usually in a folder called 'Community Dashboards' for dashboard packs from the SquaredUp Community.

    4. Carry out any additional steps required to make the dashboard work in your environment. These steps will be described on the download page for each dashboard. For example, you may need to create the correctly named Web API provider, create a PowerShell profile, or edit tile scopes.

    5. Edit the imported dashboard as required.

  4. Publish the dashboard.

    A newly created dashboard will not be visible to others until you publish it. If you made changes to an existing dashboard, the changes will only be visible to others after you published the dashboard again.

    You can identify a dashboard that has not been published yet or has unpublished changes by the unpublished button at the top:

    When you click on the unpublished button, you'll have two options:

    • Publish will make the dashboard or changes visible to others.
      Note: A newly created dashboard will appear on the menu where you created it. To move the dashboard to a different place on the navigation bar see How to edit the Navigation Bar.

    • Discard will delete your draft dashboard if it has never been published or, if you made changes to an already published dashboard, discard the changes.

    Publishing dashboards to different audiences

    Find out how to publish dashboards to a subset of users using Team Folders (Enterprise edition) or visible to anyone even unlicensed users with (Sharing Dashboards with anyone - Open Access).