Freshdesk

Google Sheets + Freshdesk Integration

Query from Freshdesk into Google Sheets or Post data from Google Sheets into Freshdesk

What is Sheet Director?

Sheet Director is a Google Workspace add-on that helps to manage and control bi-directional data flow between Google Sheets and several other applications like Google Calendar, Tasks, Contacts, Sheets, QuickBooks, FreshBooks, Zoho, PayPal, etc.


It is available in the Google Workspace Marketplace. Please check the Installation instructions to install the add-on.

What is Freshdesk?

Freshdesk is a cloud-based customer support platform that was founded with the mission of enabling companies of all sizes to provide great customer service. ... It is a customer support software that offers everything a business needs.

Freshdesk to Google Sheets: Use Case(s)

> Pull data from Freshdesk objects and present into a Google Sheet - Query

> Push data from Google Sheet into Freshdesk - Post

Freshdesk

Sheet Director

Google Sheets

Demo Video: Integrate Google Sheets and Freshdesk to pull and push data

Setting up Freshdesk in Sheet Director

Choose App and Service:

  • Select Freshdesk from the list of applications.

  • Select service as Query.

Freshdesk Configuration

  • Enter your Freshdesk key

  • Enter your Freshdesk domain

  • Click on connect to Freshdesk to connect to Freshdesk so that you can pull data.


To get API Key

  • On your Freshdesk application click profile icon on top right corner

  • Click on "Profile settings"

  • There you can find a Secret key

Where can you find your domain?

  • You will create your domain on Freshdesk on signup

  • Also you can see the Domain in the url

  • https://{domain}.freshdesk.com (the name inside {} ins your domain)

  • If Freshdesk is connected successfully the following screen appears.

  • Select the required entity.

  • Select the fields required.

Filters

  • Configure Filter to filter the executed data as required.

Destination Settings:

  • Configure the destination settings to save the executed data.

Scheduler Settings:

  • Switch on Run automatically to execute services automatically in background.

Notification Settings:

  • Configure the Notification settings to setup the email templates and add attachments.

  • Click on execute to pull the data into sheet

  • Click save to save the service

Sample Output

Google Sheet to Freshdesk - Post

Entity

  • Select the entity object that you need to post to

  • Select Apply Template or Setup Mapping

  • Select Apply Template to add a default template.

  • Select Setup Manually to select manually.

Source Sheet

  • Choose the sheet that contains post records.

  • Enter the Start at cell value

(the default value is A1, if you change the value you need to refresh the header by clicking on refresh icon on side)

  • Select the Status column

  • If status column is not there, simply click the +button to add the status header on your sheet(A status column will be created in Spreadsheet)

  • Select the Result column

  • If result column is not there, simply click the +button to add the result header on your sheet(A result column will be created in Spreadsheet)



Mapping

  • After selecting the entity it will ask for intelligent mapping

  • If you need to do intelligent mapping click on yes

  • Intelligent mapping will map the matching fields automatically

  • You can do manual mapping by selecting Column drop down

  • You can delete the field by click on delete icon on top of each filed map

  • You can't delete mandatory* fields

  • Click on execute will ask for confirmation

  • Click save to save the service

  • It will show number of records ready to post.

  • Click post now to post the records on Freshdesk.

Sample Output

  • It will show the count of number of records posted successfully and failed to post.