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Mesh Indexer Zendesk
The Mesh Indexer Zendesk node enables users to index and synchronize data from Zendesk into the MinuteView Mesh Indexing Platform. This task supports full and incremental indexing of records, including advanced options like vector embedding and OCR extraction.
🧠 Purpose
This node is used to:
- Extract tickets and related data from Zendesk
- Enrich content using optional features like full text, embeddings, OCR, and thumbnails
- Push the indexed results into an Elastic Search index
- Optionally generate vector embeddings using OpenAI
⚙️ Configuration Options
The following fields are available in the node configuration modal:
General Settings
| Field | Type | Description |
|---|---|---|
| Select Index | Picklist | The name of the target index in Elastic Search. |
| Index Action | Picklist | Determines the scope of indexing: • Full Index• Update From Date• Update Single Record |
Service Account References
| Field | Type | Description |
|---|---|---|
| ServiceAccount-OpenAI | Text | ID of the OpenAI service account (optional). |
| ServiceAccount-Elastic Search | Text | ID of the Elastic Search service account. |
| ServiceAccount-Zendesk | Text | ID of the Zendesk service account. |
Index Parameters
| Field | Type | Visible When | Description |
|---|---|---|---|
| Document ID | Text | Update Single Record | ID of the specific record to update. |
| Start Date | DateTime | Update From Date | Filters records modified after this date. |
| White List Folders | Text List | Always | List of folder paths to include in indexing. |
| Domain | Text | Always | The Zendesk subdomain to extract from. |
| Record Title | Text | Always | Format for the indexed record title. Use placeholders if needed. |
| Sub Title | Text | Always | Format for the record subtitle (optional). |
Advanced Options
| Field | Type | Description |
|---|---|---|
| Include Text Vectorization | Checkbox | Enables OpenAI-based vector embedding for content. |
| Include Full Text Content | Checkbox | Stores the entire text content of the document. |
| Include Thumbnail | Checkbox | Generates a thumbnail for visual data sources if applicable. |
| Include OCR | Checkbox | Enables OCR (Optical Character Recognition) on files. |
✅ Execution Logic
When executed, this node:
- Validates the presence of required service accounts (Zendesk, Elastic Search, and optionally OpenAI).
- Reads the selected index name and action.
- Builds an
ItemQueryobject based on user-supplied parameters. - Instantiates a
ZdeskDataSourceobject with the configured Zendesk subdomain. - Launches the
ItemIndexer, processing all matching records from Zendesk into the target index. - Reports progress and completion status.
📌 Notes
- The "Include Text Vectorization" option requires a valid OpenAI service account.
- The task will fail if any required service accounts are missing.
- The "White List Folders" field is currently implemented but may not be relevant for all Zendesk data structures. (To be confirmed manually)
🛠️ Troubleshooting
| Symptom | Possible Cause |
|---|---|
Task fails with Required Parameters not found | Invalid or missing "Index Action" value |
Task fails with Required Service Accounts not found | One or more service account IDs are missing or incorrect |
| No records indexed | Ensure filters like "Start Date" and "Domain" are correctly set |
🧩 Related Nodes
MeshIndexerAccMeshIndexerAdskVaultMeshIndexerNetworkFilesMeshIndexerSharepointMeshIndexerMonday