Zendesk Chat to Postgres

This page provides you with instructions on how to extract data from Zendesk Chat and load it into PostgreSQL. (If this manual process sounds onerous, check out Stitch, which can do all the heavy lifting for you in just a few clicks.)

What is Zendesk Chat?

Zendesk Chat is a real-time online chat application that businesses can use to engage with customers. It was originally marketed as Zopim. Zendesk acquired the company that developed it in 2014, integrated it with Zendesk, and renamed it Zendesk Chat in 2016.

What is PostgreSQL?

PostgreSQL, a.k.a. Postgres, proclaims itself "the world's most advanced open source database." The popular open source object-relational database management system (ORDBMS) offers enterprise-grade features with a strong emphasis on extensibility and standards compliance.

PostgreSQL runs on all major operating systems, including Linux, Unix, and Windows. It's fully ACID-compliant and supports a roster of features: foreign keys, joins, views, triggers, and stored procedures in multiple languages. PostgreSQL serves as the back end for many web systems and software tools, and is available in cloud-based deployments from most major cloud vendors. PostgreSQL's syntax forms the basis for querying Amazon Redshift, which makes migration between the two systems relatively painless, and makes Postgres a good stepping-stone for developers who may later use Redshift's data warehouse platform.

Getting data out of Zendesk Chat

Zendesk Chat provides a REST API that lets you get information about accounts, agents, roles, and other elements, all of which have different syntax and return JSON objects with different attributes. If, for example, you wanted to retrieve a list of agents, you would call GET /api/v2/agents. This call has a couple of optional parameters that let you specify a range of agent IDs.

Sample Zendesk Chat data

The Zendesk Chat API returns data in JSON format. For example, the result of a call to retrieve agents might look like this:

[
  {
    "id" : 5,
    "first_name" : "John",
    "last_name" : "Doe",
    "display_name" : "Johnny",
    "create_date" : "2017-09-30T08:25:09Z",
    "email" : "johndoe@gmail.com",
    "roles" : {
      "owner": false,
      "administrator": false
    },
    "role_id": 3,
    "enabled" : 1,
    "departments" : []
  },
  {
    "id" : 8,
    "first_name" : "Kevin",
    "last_name" : "Doe",
    ...
  }
]

Preparing Zendesk Chat data

If you don't already have a data structure in which to store the data you retrieve, you'll have to create a schema for your data tables. Then, for each value in the response, you'll need to identify a predefined datatype (INTEGER, DATETIME, etc.) and build a table that can receive them. Zendesk Chat documentation should tell you what fields are provided by each endpoint, along with their corresponding datatypes.

Complicating things is the fact that the records retrieved from the source may not always be "flat" – some of the objects may actually be lists. This means you'll likely have to create additional tables to capture the unpredictable cardinality in each record.

Loading data into Postgres

Once you have identified all of the columns you will want to insert, you can use the CREATE TABLE statement in Postgres to create a table that can receive all of this data. Then, Postgres offers a number of methods for loading in data, and the best method varies depending on the quantity of data you have and the regularity with which you plan to load it.

For simple, day-to-day data insertion, running INSERT queries against the database directly are the standard SQL method for getting data added. Documentation on INSERT queries and their bretheren can be found in the Postgres documentation here.

For bulk insertions of data, which you will likely want to conduct if you have a high volume of data to load, other tools exist as well. This is where the COPY command becomes quite useful, as it allows you to load large sets of data into Postgres without needing to run a series of INSERT statements. Documentation can be found here.

The Postgres documentation also provides a helpful overall guide for conducting fast data inserts, populating your database, and avoiding common pitfalls in the process. You can find it here.

Keeping Zendesk Chat data up to date

At this point you've coded up a script or written a program to get the data you want and successfully moved it into your data warehouse. But how will you load new or updated data? It's not a good idea to replicate all of your data each time you have updated records. That process would be painfully slow and resource-intensive.

Instead, identify key fields that your script can use to bookmark its progression through the data and use to pick up where it left off as it looks for updated data. Auto-incrementing fields such as updated_at or created_at work best for this. When you've built in this functionality, you can set up your script as a cron job or continuous loop to get new data as it appears in Zendesk Chat.

And remember, as with any code, once you write it, you have to maintain it. If Zendesk modifies its API, or the API sends a field with a datatype your code doesn't recognize, you may have to modify the script. If your users want slightly different information, you definitely will have to.

Other data warehouse options

PostgreSQL is great, but sometimes you need to optimize for different things when you're choosing a data warehouse. Some folks choose to go with Amazon Redshift, Google BigQuery, Snowflake, or Microsoft Azure Synapse Analytics, which are RDBMSes that use similar SQL syntax, or Panoply, which works with Redshift instances. Others choose a data lake, like Amazon S3 or Delta Lake on Databricks. If you're interested in seeing the relevant steps for loading data into one of these platforms, check out To Redshift, To BigQuery, To Snowflake, To Panoply, To Azure Synapse Analytics, To S3, and To Delta Lake.

Easier and faster alternatives

If all this sounds a bit overwhelming, don’t be alarmed. If you have all the skills necessary to go through this process, chances are building and maintaining a script like this isn’t a very high-leverage use of your time.

Thankfully, products like Stitch were built to move data from Zendesk Chat to PostgreSQL automatically. With just a few clicks, Stitch starts extracting your Zendesk Chat data, structuring it in a way that's optimized for analysis, and inserting that data into your PostgreSQL data warehouse.