Zendesk
Google Sheets + Zendesk Integration
Query from Zendesk into Google Sheets or Post data from Google Sheets into Zendesk
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, Zendesk, etc.Â
It is available in the Google Workspace Marketplace. Please check the Installation instructions to install the add-on.Â
What is Zendesk?
Zendesk is a suite of support apps that helps transform your customer service into agents for customer retention and lead source. ... Zendesk Support puts all customer interactions in one dynamic interface for an efficient, seamless process.Â
Zendesk to Google Sheets: Use Case(s)
> Pull data from Zendesk objects and store it into a spreadsheet - Query
> Push data from Google Sheets into Zendesk - Post
> Synchronize data between spreadsheet and Zendesk - Synchronize
zendesk
Sheet Director
Google Sheets
Demo Video: Integrate Google Sheets and Zendesk to pull and push data
Setting up Zendesk in Sheet Director
Choose App and Service:
Select Zendesk from the list of applications.
Select service
Zendesk Configuration
Enter Data Center
Enter your Client Id
Enter the Client Secret
Click on check
Click on connect to Zendesk to connect to Zendesk so that you can pull data.
What is Data Center ?
Data Center is the subdomain that you gave during login or your company url
How to get Client Id and Client Secret ?
On side bar click on admin -> channels - > APIÂ
Select OAuth clients
Enter the Client name
On redirect URI enter the following url
https://script.google.com/macros/d/1smgMnG4HJmeQFgnkeaP1xdidmh-Uvs0ri1MuWrjddCjj3CMUiXCVs9Zi/usercallbackÂ
Click on saveÂ
You will get Client SecretÂ
If Zendesk is connected successfully the following screen appears.
Select the required entity.
Select the fields required.
Click on the "+" icon to add filters.
Select the required Field.
Select the operator.
Select the values
The Fields values are displayed.
Select any of the fields.
Select the operators required.
Select the values required.
Users can add one or more filters.
Select the Max Results 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 Zendesk - 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 Zendesk.
Sample Output
It will show the count of number of records posted successfully and failed to post.
Google Sheet to Zendesk - Sync
Select service as Synchronize.
Select the entity and required values.
Select the Fields that you want to update.
Select the Max results required.
Synchronize settings:
Synchronization Keys:
The keys will be used for matching rows in Google Sheets with data in Zoho Projects.
Conflict Resolution:Â
When Synchronization happens, there could be a conflict of data between Google Sheets and Zoho Projects.
Zoho Projects Wins
Google Sheet Wins
Zoho Projects Wins: Latest data from Zoho Projects will be updated in Google Sheets.
Google Sheet Wins: Latest data from Google Sheets will be updated in Zoho Projects.
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.
Zoho Projects Wins
Select Zoho Projects.
The latest updated data from Zoho Projects 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)
If your sourcesheet has data already, it will ask for mapping.
If your sourcesheet is empty, it will query the mentioned number of records from the app to sheet and then ask for the mapping.
You can click on Yes and proceed with Intelligent mapping or you can click on No and proceed with manual mapping.
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 Zoho Projects 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 Sheet to Zendesk - Sync
Select service as Synchronize.
Select the entity and required values.
Select the Fields that you want to update.
Select the Max results required.
Synchronize settings:
Synchronization Keys:
The keys will be used for matching rows in Google Sheets with data in Zendesk.
Conflict Resolution:Â
When Synchronization happens, there could be a conflict of data between Google Sheets and Zendesk.
Zendesk Wins
Google Sheet Wins
Zendesk Wins: Latest data from Zendesk  will be updated in Google Sheets.
Google Sheet Wins: Latest data from Google Sheets will be updated in Zendesk.
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.
Zendesk  Wins
Select Zendesk.
The latest updated data from Zendesk 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)
If your sourcesheet has data already, it will ask for mapping.
If your sourcesheet is empty, it will query the mentioned number of records from the app to sheet and then ask for the mapping.
You can click on Yes and proceed with Intelligent mapping or you can click on No and proceed with manual mapping.
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 Zendesk 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 Sheet Wins
Select Google Sheet Wins.
The latest updated data from Google Sheet will be updated into Zendesk.
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 Zendesk 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.
If the data are synced successfully the following screen appears.
Click on Close to close the configuration.
