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.Â
It is available in the Google Workspace Marketplace. Please check the Installation instructions to install the add-on.Â
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.Â
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 cornerÂ
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 valueÂ
(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 mappingÂ
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* fieldsÂ
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.
Google Sheet to Freshdesk - Sync
Select service as Synchronize Freshdesk .
Select the Max results required.
Synchronize settings:
Synchronization Keys:
The keys will be used for matching rows in Google Sheets with data in Freshdesk.
Conflict Resolution:Â
When Synchronization happens, there could be a conflict of data between Google Sheets and Freshdesk.
Freshdesk Wins
Google Sheet Wins
Freshdesk Wins: Latest data from Freshdesk will be updated in Google Sheets.
Google Sheet Wins: Latest data from Google Sheets will be updated in Freshdesk.
Note: The major requirement in synchronization is the synchronize keys. If any of the keys is not having a value in the Google Sheet then Sheet Director will create it first and then the service will be executed.
Freshdesk Wins
Select Freshdesk.
The latest updated data from Freshdesk will be updated in Google Sheets.
Choose the spreadsheet to store data.
Select the required cell value.
Select the Status column
If the status column is not there, simply click the +button to add the status header on your sheet(A status column will be created in the Spreadsheet)
Select the Result column
If the result column is not there, simply click the +button to add the result header on your sheet(A result column will be created in the Spreadsheet)
Click Execute to execute the data.
The number of records that are ready to be synchronized will be shown.
It will also show all the data that are ready to be updated.
Also, the number of data that needs to be updated into Freshdesk will also be updated.
Click on Sync Now to sync all the data and update it into Google Sheets.
Click on the Refresh icon to refresh the data.
If the data are synced successfully the following screen appears.
Click on Close to close the configuration.
Sample Output
The Status column in the Google Sheets shows the status of the data.
The newly updated data will be marked as Synced Successfully.
The old data that already exists will be marked as Already Synchronized.
Google Sheets Wins
Select Google Sheet Wins.
The latest updated data from Google Sheet will be updated into Freshdesk.
Select the sheet to store the output.
Select the Status column
If the status column is not there, simply click the +button to add the status header on your sheet(A status column will be created in the Spreadsheet)
Select the Result column
If the result column is not there, simply click the +button to add the result header on your sheet(A result column will be created in the Spreadsheet)
Click Execute to execute the data.
Click Save to save.
The number of records that are ready to be synchronized will be shown.
It will also show all the data that are ready to be updated.
Also, the number of data that needs to be updated into Freshdesk will also be updated.
Click on Sync Now to sync all the data and update it into Google Sheets.
Click on the Refresh icon to refresh the data.
If the data are synced successfully the following screen appears.
Click on Close to close the configuration.
Sample Output
The Status column in the Google Sheets shows the status of the data.
The newly updated data will be marked as Synced Successfully.
The old data that already exists will be marked as Already Synchronized.
