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 data from Freshdesk objects and present into a Google Sheet.

> Push data from Google Sheet into Freshdesk

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.

  • Click on '+' button under Filters(s) for filtering.

  • Select the required field.

  • Select the operator.

  • Select the required value for filtering.

  • Mention the maximum results required.

Destination Settings:

  • Select the required destination Sheet. (or)

  • Create a new sheet by clicking the add icon.

  • Mention the starting cell.

  • Switch on include header if required.

  • Switch on clear sheet before execution to clear the existing sheet data.

Scheduler Settings:

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

Notification Settings:

  • Switch on Notify on Execution if notification email needs to be send during execution.

  • Click on Setup Email Template and customize the email as required.

  • Click on Pick Drive Files to attach files from Drive to email.

  • Switch on Add attachments from Google Sheets to add attachments from Google sheets.

  • Select the required sheet tab.

  • Select Full Sheet or Range.

  • If range is selected select the required range.

  • Switch on Attach PDF to attach the sheet tab as PDF.

  • 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.