Freshdesk

Freshdesk to Google Sheets: Query from Freshdesk into Google Sheets or Post data from Google Sheets into Freshdesk using Sheet Director.

What is Sheet Director?

Sheet Director is a G Suite 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 G Suite Marketplace and Chrome Web Store. Please check 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 all data from Freshdesk objects and store it into a spreadsheet.

Freshdesk

Sheet Director

Google Sheets

Setting up Freshdesk in Sheet Director

Choose App and Service:

  • Select Freshdesk from the list of applications.

  • Select service as Query.

  • Switch on Run Automatically if the queries needs to be executed in regular intervals.

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 Filters as required.

  • Filters include fields, matches, value.

  • Select the maximum result that is required.

  • Select the destination sheet to save the data or create a new sheet by clicking the Add new icon.

  • Click on + button for Filters.

  • For filters choose field from list, select operator and value.

  • For some options, value needs to be written manually.

  • Click on + button under 'Sort By' for sorting.

  • Select sort option and field for sorting.

  • Click on execute to pull the data into sheet

  • Click save to save the service

Sample Output