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
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.
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
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.
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.
Switch on Run automatically to execute services automatically in background.
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
Google Sheet to Freshdesk - Post
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.
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)
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.
It will show the count of number of records posted successfully and failed to post.