Freshdesk

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.

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 execute to pull the data into sheet
  • Click save to save the service

Sample Output