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Connecting to Data · Legacy self-service product

Zendesk

Analyze support operations, ticket resolution, and customer service quality

You're viewing documentation for the legacy Scoop self-service product. For the current product, see What Is Scoop.




Connect Zendesk to Scoop to analyze your support operations, track ticket resolution patterns, and understand service quality across your customer base. Snapshot tickets to see exactly how they progress through your support workflow, measure response times, and identify areas for improvement.

What You Can Analyze

Analysis Type Questions Answered
Volume How many tickets are we handling? What are the trends?
Resolution Time How long does it take to resolve issues?
First Response Are we meeting SLA for initial response?
Agent Performance How are individual agents performing?
Customer Patterns Which customers need the most support?
Channel Mix Where are tickets coming from (email, chat, phone)?

Connecting Zendesk to Scoop

Option 1: Native Connector

  1. Create a new dataset in Scoop
  2. Select Zendesk from the application list
  3. Enter your Zendesk subdomain
  4. Authenticate with admin credentials
  5. Select objects to sync (tickets, users, organizations)

Option 2: Scheduled Email Reports

Configure Zendesk to email reports to Scoop:

  1. In Zendesk, create a report in Explore
  2. Schedule the report for email delivery
  3. Use your Scoop dataset email as recipient
  4. Set frequency (daily recommended for snapshot analysis)

Option 3: CSV Export

For one-time or ad-hoc analysis:

  1. Export tickets from Zendesk as CSV
  2. Upload to Scoop manually
  3. Process and analyze immediately

Recommended Data to Extract

Essential Fields

Field Analysis Use
Ticket ID Unique identifier for snapshotting
Status Track lifecycle (New → Open → Pending → Solved)
Created At Volume trends and aging analysis
Solved At Resolution time calculation
Priority Urgency distribution
Assignee Agent workload analysis
Requester Customer pattern analysis

Valuable Additional Fields

Field Analysis Use
Organization Customer-level analysis
Tags Issue categorization
Channel Source analysis (email, chat, phone)
First Reply Time SLA monitoring
Satisfaction Rating Quality measurement
Group Team-based analysis
Ticket Form Request type segmentation

Setting Up Snapshot Analysis

For powerful process analysis, configure your Zendesk dataset as a Snapshot type:

Include tickets that are either open or recently resolved:

status:open OR status:pending OR status:new OR solved>2days

This captures:

  • All currently active tickets
  • Recently solved tickets (to record final state change)

Key Metrics Enabled

With snapshotting, you can analyze:

Metric What It Shows
Status conversion rates % of tickets reaching each status
Average time in status Days spent in each stage
Resolution trends Tickets solved over time
Aging analysis Tickets open too long
Escalation patterns How tickets move through teams

See Snapshot Datasets for setup details.

Analysis Examples

Support Operations Dashboard

Track overall support health:

  • Tickets created vs. resolved
  • Average resolution time
  • Open ticket backlog
  • SLA compliance rates

Agent Performance

Understand individual and team performance:

  • Tickets handled per agent
  • Average resolution time by agent
  • First response time
  • Customer satisfaction scores

Customer Analysis

Identify support patterns by customer:

  • Tickets per organization
  • Most common issues by customer
  • High-touch vs. low-touch customers
  • Support cost by account

Channel Effectiveness

Compare support channels:

  • Volume by channel (email, chat, phone)
  • Resolution time by channel
  • Satisfaction by channel
  • Cost per interaction

Blending Zendesk with Other Data

Zendesk becomes even more powerful when combined with other sources:

Zendesk + CRM Data

Goal: Calculate cost to serve and identify high-maintenance customers

Zendesk Field CRM Field Insight
Organization Account ID Match tickets to accounts
Ticket count ARR Support cost ratio
Resolution time Customer tier SLA alignment

Zendesk + Product Usage

Goal: Correlate support needs with product adoption

  • Do power users need less support?
  • Which features generate the most tickets?
  • Is there correlation between usage and satisfaction?

Zendesk + Financial Data

Goal: Understand true cost of customer support

  • Cost per ticket resolved
  • Support cost as % of revenue
  • ROI on support improvements

Key Performance Indicators

Volume Metrics

KPI Formula Target Example
Tickets Created Count of new tickets Trending down
Tickets Solved Count of solved tickets > Created
Backlog Open tickets < 100

Time Metrics

KPI Formula Target Example
First Response Time Created → First Reply < 1 hour
Resolution Time Created → Solved < 24 hours
Time in Status Entry → Exit Varies by status

Quality Metrics

KPI Formula Target Example
CSAT Satisfied / Total Rated > 90%
First Contact Resolution Solved without handoff > 70%
Reopening Rate Reopened / Total Solved < 5%

Best Practices

Data Hygiene

  • Use consistent tagging for issue categories
  • Ensure organizations are properly linked to tickets
  • Maintain accurate assignee information

Snapshot Frequency

  • Daily for active support operations
  • Consider more frequent for high-volume environments

Field Selection

  • Include all fields needed for analysis
  • Add custom fields containing business context
  • Consider privacy when including customer data

Troubleshooting

Missing Tickets

  • Check your Zendesk filter includes all needed statuses
  • Verify API permissions allow ticket access
  • Confirm date range covers expected data

Duplicate Records

  • Ensure Ticket ID is recognized as unique identifier
  • Check for test vs. production data mixing

Status Changes Not Tracking

  • Confirm dataset type is "Snapshot"
  • Verify daily data loads are occurring
  • Check filter includes recently solved tickets

Organization Not Matching

  • Verify organization field is included in export
  • Check for naming inconsistencies between systems
  • Consider using organization ID for reliable matching

Related Topics

Updated October 19, 2026