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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Getting your Freshdesk Companies data into Excel helps you manage account information and collaborate effectively. Coefficient makes this process seamless and automatic.
Instead of manually exporting data that quickly becomes outdated, you can create a live connection that automatically refreshes.
In this guide, you’ll learn exactly how to import your Freshdesk Companies data into Excel efficiently.
TLDR
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Step 1:
Step 1. Install Coefficient from the Office Add-ins store and connect to your Freshdesk account.
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Step 2:
Step 2. Select Import from… and choose the Companies object.
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Step 3:
Step 3. Configure any filters or columns you need and import the data to your Excel sheet.
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Step 4:
Step 4. Set up auto-refresh to keep your data updated automatically on your preferred schedule.
Step-by-Step Guide to Importing Freshdesk Companies Data
Here’s how to connect Freshdesk to Excel and pull in your Companies data.
Step 1: Install Coefficient and Connect Freshdesk
First, you need to add Coefficient to your Excel application.
- Open Excel.
- Go to the Insert tab.
- Click “”Get Add-ins””.
- Search for “”Coefficient”” and install it from the Office Add-ins store.
Once installed, open the Coefficient add-in from the Insert tab or the Home tab (depending on your Excel version). You’ll be prompted to connect to your data sources. Select Freshdesk and follow the prompts to authorize Coefficient to access your Freshdesk account.
Step 2: Import Companies Data
With Coefficient connected, you can now pull your Companies data.
- In the Coefficient sidebar, click “”Import from…””.
- Select Freshdesk from your list of connected sources.
- Choose “”Objects”” as the data type.
- Select “”Companies”” from the list of available objects.
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- Choose the specific columns (fields) you want to import.
- Apply filters to narrow down the data (e.g., by industry, status, etc.).
- Sort the data if needed.
- Click “”Import””.
Your Freshdesk Companies data will load directly into your Excel sheet.
Step 3: Set Up Auto-Refresh (Optional)
To keep your Companies data in Excel always current, set up an auto-refresh schedule.
- In the Coefficient sidebar, find your newly created Freshdesk import.
- Click the “”Refresh”” button options (the clock icon).
- Select “”Set up auto-refresh””.
- Choose your desired frequency (e.g., daily, hourly, weekly) and time.
- Click “”Save””.
Coefficient will now automatically update your Companies data in the background according to your schedule.
Available Freshdesk Objects
- Ticket Fields
- Contacts
- Companies
- Agents
- Groups
- Roles
- Time Entries
- Conversations
- Forum Categories
- Forums
- Topics
- Posts
Related Freshdesk Use Cases
How to Import Topics Data from Freshdesk into Google Sheets
Learn how to easily import live Topics data from Freshdesk into Google Sheets using Coefficient for streamlined reporting and analysis of forum discussions.
How to Import Time Entries Data from Freshdesk into Google Sheets
Learn how to easily import live Time Entries data from Freshdesk into Google Sheets using Coefficient for streamlined reporting and analysis of agent work logs.
How to Import Ticket Fields Data from Freshdesk into Google Sheets
Learn how to easily import live Ticket Fields data from Freshdesk into Google Sheets using Coefficient for streamlined reporting and analysis of custom fields.
Frequently Asked Questions
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How to get Companies from Freshdesk?
Connecting Freshdesk to Excel lets you pull live company data directly into your spreadsheet. Coefficient provides a simple way to create this connection and import the data you need.
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How do I get a list of Companies in Freshdesk?
You can get a list of companies by importing the Companies data from Freshdesk into Excel. Coefficient allows you to select specific fields and filter the list before importing.
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How do I import Companies from Excel to Freshdesk?
Coefficient supports two-way sync for many connectors, including Freshdesk. You can make changes or add new company data in Excel and push it back to Freshdesk using Coefficient’s export feature.
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How do I update Companies from Excel to Freshdesk?
Edit your existing company data directly in your Coefficient-linked Excel sheet. Use Coefficient’s export function to sync those updates back into your Freshdesk account, keeping your records current.
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How to automate importing Freshdesk Companies to Excel daily?
Set up an auto-refresh schedule within the Coefficient add-in. You can choose daily, hourly, or weekly refreshes to automatically update your company data in Excel without manual effort.
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