We are often asked by our customers how a Zendesk SAP integration can look like for an On-Premise installation. Basically, it does not matter which SAP system (CRM, ERP, HR, …) is involved.
Your agents in customer service should get a faster overview of the customer and further information from the backend system. This could be orders if you need data from the ERP system, or tasks, history entries, sales opportunities if it is SAP CRM for example.
Ideally, the agent will find information in Zendesk without having to search in additional tools.
Zendesk SAP Integration – Custom App
The classic way of connecting backend systems is to create a Custom App within Zendesk for the Zendesk SAP integration, which in turn can display the data from the SAP/backend.
Solution / Middleware on SAP Side
To display data in third party systems from SAP, a middleware is needed. The middleware provides the data via API/REST and gets its data from the backend in the process.
SAP Middleware – This can be SAP middleware such as SAP PI or SAP PO. Zendesk then pulls the data it needs from the SAP middleware.
Custom Middleware – custom developed middleware can also be used here. There are existing libraries for many common programming languages which can be used here. These could be packages like PyRFC for Python or e.g. node-rfc for NodeJS.
A question we always ask – especially when possibly no SAP PI or other middleware is in use yet.
“Is the required data also available in other systems such as a BI database or DWH/BW?”
This could also be considered as a source of your SAP data for Zendesk.
Export/Import (conditionally recommended)
Exporting from SAP as a flat file would theoretically be conceivable, but we would never recommend this. For this, file-based interfaces hold too many surprises. Here are some of these problems: File formats, file encoding UTF8/Unicode, date formats, decimal point vs. decimal point, time offset, re-import of data on Zendesk side not advisable for all objects (e.g. orders and positions). Our recommendation for flat file scenarios is always to import into a dedicated database with API.
API endpoints on the part of SAP middleware
To map the requirements of your Zendesk SAP integration, we typically require the following endpoints on the part of the API/middleware.
A typical scenario for ERP connections might require the following API endpoints on the part of SAP middleware:
- searchCustomer – search for customer information (customer number, customer name, address).
This endpoint returns a list of customers with their header information.
- getCustomerDetails – Detail information of a customer based on e.g. its customer number or other unique identifier.
Returns customer master data, address and contact information and possibly other KPIs (e.g. sales last 12 months, CLV – customer lifetime value etc.)
- getOrders – Returns a list of linked orders of a customer.
Typical fields here would be the order volume, order date possibly included products and order status. If available, tracking information from logistics service providers would also be helpful here.
Your benefit with a Zendesk SAP integration
- Frequently needed customer information is available to the customer service agent directly within Zendesk -> higher employee satisfaction
- A jump to the third-party system is eliminated and leads to time savings in customer service
- The customer receives faster an answer to his request – consequently, the customer satisfaction can be increased
- in the long term. Less load in the SAP system directly