Zendesk supports two types of authentication for its API: Basic and OAuth. You should select the one that meets your security requirements.
Best practice
For the integration with Oomnitza, create a dedicated user account.
Basic Authentication
If you opt to use Basic Authentication, you are required to do the following in Zendesk:
- Log in to your Zendesk account.
- Go to Admin Center>Apps and integrations>Zendesk API
- In the Settings tab, click Add API token. Make sure to copy and store your API token.
For further information, refer to Zendesk: Generating a new API token
Adding the Basic authentication credentials to Oomnitza
When you add your Basic authentication credentials to Oomnitza, your Username should be your Zendesk email connected to the word token separated with a "/". It will look like this: username@address.com/token
. Your Password should be your API Key.
To use Basic Authentication in Oomnitza, complete the following steps:
- In Oomnitza, go to Configuration>Security>Credentials.
- Click Add new credential (+).
- Search for the integration, and then click the forward button > to select the integration.
- Enter the user name and password of your account
- Click Create.
Integration not in the list? Click Advanced Mode and complete these steps:
- Add the information details.
- Click the AUTHORIZATION tab.
- Ensure that Basic Auth is selected as the authorization type.
- Enter the user name and password of your account.
- Click Create.
OAuth Authentication
Zendesk OAuth
You will need the following to set up Zendesk OAuth in Oomnitza:
Client ID and Secret
- Log in to your Zendesk account.
- Go to Admin Center>Apps and integrations>APIs>Zendesk API>OAuth Clients.
- Click Add OAuth client.
- Enter the client details and supply the following redirect URL:
https://generic-oauth2-proxy.oomnitza.com/oauth2/redirect_url
- Copy and store your client ID and client secret.
For further information, refer to Zendesk: Creating an OAuth client.
Scope
For information on scopes refer to Zendesk: Scope. Some commonly used scopes include:
- "users : read" - for loading the list of users
- "read" - for SaaS user role integration
- "read write" - for the various API presets
Zendesk Subdomain
If your Zendesk URL is https://mycompany.zendesk.com
your subdomain would be: mycompany.
Adding the OAuth credentials to Oomnitza
To use OAuth authentication in Oomnitza, complete the following steps:
- In Oomnitza, click Configuration > Security > Credentials.
- Click Add new credential (+).
- Search for the integration, and then click the forward button > to select the integration.
- Enter your client credentials and any other additional information.
- Click Authenticate. You are prompted to log in to authorize your request.
- Click CREATE.
Information
If the integration is not listed, click Advanced Mode, and add your credentials.
- Add the information details.
- Click the AUTHORIZATION tab.
- Ensure that OAuth 2.0 is selected as the Authorization type.
- Ensure that Zendesk is selected from the SaaS list.
- Enter your Zendesk subdomain.
- Enter the Client ID generated during OAuth2 setup.
- Enter the Client Secret generated during OAuth2 setup.
- Enter the Scope of your integration.
- Click Authenticate. You are prompted to log in to authorize your request.
- Click CREATE.
You use the credentials that you added to create an extended integration for Zendesk users.
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