Category: Zendesk

How to Import Users Data from Zendesk into Google Sheets

Importing Users data from Zendesk into Google Sheets helps support teams track agent performance and manage customer information efficiently. Coefficient creates a seamless connection that keeps your data accurate and up-to-date.

This guide will show you how to import your Zendesk Users data into Google Sheets quickly and efficiently.

TLDR

  • Step 1:

    Step 1. Open Google Sheets > Extensions > Add-ons > Get add-ons > Install Coefficient from Google Workspace Marketplace.

  • Step 2:

    Step 2. Connect your Zendesk account and select the Users object to import.

  • Step 3:

    Step 3. (Optional) Enable auto-refresh to keep your users data updated automatically.

Step-by-Step Guide to Import Zendesk Users Data

Step 1: Install and Connect Coefficient

Begin by installing the Coefficient add-on for Google Sheets and connecting to your Zendesk account:

  1. Open your Google Sheet
  2. Click on Extensions > Add-ons > Get add-ons
  3. Search for “Coefficient” and install from Google Workspace Marketplace
  4. Once installed, open the Coefficient sidebar by clicking Extensions > Coefficient > Launch
  5. In the sidebar, click “Import Data”
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Select Zendesk and Import Users Data

Next, select Zendesk from the available connectors and import your Users data:

  1. In the Import section, scroll to find Zendesk under “Other” integrations
  2. Click on Zendesk and authorize the connection
  3. Select “Users” from the list of available objects
  4. Choose the user fields you want to import (like name, email, role, organization, etc.)
  5. Apply any filters if needed (such as user role or created date)
  6. Click “Import” to bring the user data into your spreadsheet
Various integration options like Excel, Gmail, CSV, and Connect Any API under the Other category.

Step 3: Set Up Auto-Refresh (Optional)

Keep your Zendesk Users data up to date by setting up automatic refreshes:

  1. After importing your data, click on the Coefficient menu in your sheet
  2. Select the imported Zendesk users data
  3. Click on “Refresh settings”
  4. Choose your preferred schedule (hourly, daily, or weekly)
  5. Confirm your settings to enable auto-refresh
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Zendesk Objects

  • Tickets
  • Organizations
  • Users

How to Import Tickets Data from Zendesk into Google Sheets

Importing Tickets data from Zendesk into Google Sheets helps support teams track performance metrics and analyze ticket trends. Coefficient creates a live connection that keeps your data fresh and accurate.

This guide will show you how to import your Zendesk Tickets data into Google Sheets quickly and efficiently.

TLDR

  • Step 1:

    Step 1. Open Google Sheets > Extensions > Add-ons > Get add-ons > Install Coefficient from Google Workspace Marketplace.

  • Step 2:

    Step 2. Connect your Zendesk account and select the Tickets object to import.

  • Step 3:

    Step 3. (Optional) Enable auto-refresh to keep your ticket data updated automatically.

Step-by-Step Guide to Import Zendesk Tickets Data

Step 1: Install and Connect Coefficient

Begin by installing the Coefficient add-on for Google Sheets and connecting to your Zendesk account:

  1. Open your Google Sheet
  2. Click on Extensions > Add-ons > Get add-ons
  3. Search for “Coefficient” and install from Google Workspace Marketplace
  4. Once installed, open the Coefficient sidebar by clicking Extensions > Coefficient > Launch
  5. In the sidebar, click “Import Data”
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Select Zendesk and Import Tickets Data

Next, select Zendesk from the available connectors and import your Tickets data:

  1. In the Import section, scroll to find Zendesk under “Other” integrations
  2. Click on Zendesk and authorize the connection
  3. Select “Tickets” from the list of available objects
  4. Choose the ticket fields you want to import (like subject, status, priority, assignee, etc.)
  5. Apply any filters if needed (such as date ranges or ticket status)
  6. Click “Import” to bring the ticket data into your spreadsheet
Various integration options like Excel, Gmail, CSV, and Connect Any API under the Other category.

Step 3: Set Up Auto-Refresh (Optional)

Keep your Zendesk Tickets data up to date by setting up automatic refreshes:

  1. After importing your data, click on the Coefficient menu in your sheet
  2. Select the imported Zendesk tickets data
  3. Click on “Refresh settings”
  4. Choose your preferred schedule (hourly, daily, or weekly)
  5. Confirm your settings to enable auto-refresh
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Zendesk Objects

  • Tickets
  • Organizations
  • Users

How to Import Saved Views Data from Zendesk into Google Sheets

Importing Saved Views data from Zendesk into Google Sheets helps support teams analyze pre-filtered ticket collections and build custom dashboards. Coefficient makes this process seamless with live data connections.

This guide will show you how to import your Zendesk Saved Views data into Google Sheets quickly and efficiently.

TLDR

  • Step 1:

    Step 1. Open Google Sheets > Extensions > Add-ons > Get add-ons > Install Coefficient from Google Workspace Marketplace.

  • Step 2:

    Step 2. Connect your Zendesk account and select the Saved Views object to import.

  • Step 3:

    Step 3. (Optional) Enable auto-refresh to keep your saved views data updated automatically.

Step-by-Step Guide to Import Zendesk Saved Views Data

Step 1: Install and Connect Coefficient

Begin by installing the Coefficient add-on for Google Sheets and connecting to your Zendesk account:

  1. Open your Google Sheet
  2. Click on Extensions > Add-ons > Get add-ons
  3. Search for “Coefficient” and install from Google Workspace Marketplace
  4. Once installed, open the Coefficient sidebar by clicking Extensions > Coefficient > Launch
  5. In the sidebar, click “Import Data”
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Select Zendesk and Import Saved Views Data

Next, select Zendesk from the available connectors and import your Saved Views data:

  1. In the Import section, scroll to find Zendesk under “Other” integrations
  2. Click on Zendesk and authorize the connection
  3. Select “Saved Views” from the list of available objects
  4. Choose the view fields you want to import (like title, restriction, active, etc.)
  5. Apply any filters if needed
  6. Click “Import” to bring the saved views data into your spreadsheet
Various integration options like Excel, Gmail, CSV, and Connect Any API under the Other category.

Step 3: Set Up Auto-Refresh (Optional)

Keep your Zendesk Saved Views data up to date by setting up automatic refreshes:

  1. After importing your data, click on the Coefficient menu in your sheet
  2. Select the imported Zendesk saved views data
  3. Click on “Refresh settings”
  4. Choose your preferred schedule (hourly, daily, or weekly)
  5. Confirm your settings to enable auto-refresh
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Zendesk Objects

  • Tickets
  • Organizations
  • Users

How to Import Organizations Data from Zendesk into Google Sheets

Importing Organizations data from Zendesk into Google Sheets helps support teams track customer accounts and analyze organization-level ticket trends. Coefficient makes this process seamless with live data connections.

This guide will show you how to import your Zendesk Organizations data into Google Sheets quickly and efficiently.

TLDR

  • Step 1:

    Step 1. Open Google Sheets > Extensions > Add-ons > Get add-ons > Install Coefficient from Google Workspace Marketplace.

  • Step 2:

    Step 2. Connect your Zendesk account and select the Organizations object to import.

  • Step 3:

    Step 3. (Optional) Enable auto-refresh to keep your data updated automatically.

Step-by-Step Guide to Import Zendesk Organizations Data

Step 1: Install and Connect Coefficient

Begin by installing the Coefficient add-on for Google Sheets and connecting to your Zendesk account:

  1. Open your Google Sheet
  2. Click on Extensions > Add-ons > Get add-ons
  3. Search for “Coefficient” and install from Google Workspace Marketplace
  4. Once installed, open the Coefficient sidebar by clicking Extensions > Coefficient > Launch
  5. In the sidebar, click “Import Data”
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Select Zendesk and Import Organizations Data

Next, select Zendesk from the available connectors and import your Organizations data:

  1. In the Import section, scroll to find Zendesk under “Other” integrations
  2. Click on Zendesk and authorize the connection
  3. Select “Organizations” from the list of available objects
  4. Choose the fields you want to import (like name, domain, tags, etc.)
  5. Apply any filters if needed
  6. Click “Import” to bring the data into your spreadsheet
Various integration options like Excel, Gmail, CSV, and Connect Any API under the Other category.

Step 3: Set Up Auto-Refresh (Optional)

Keep your Zendesk Organizations data up to date by setting up automatic refreshes:

  1. After importing your data, click on the Coefficient menu in your sheet
  2. Select the imported Zendesk data
  3. Click on “Refresh settings”
  4. Choose your preferred schedule (hourly, daily, or weekly)
  5. Confirm your settings to enable auto-refresh
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Zendesk Objects

  • Tickets
  • Organizations
  • Users

How to Import Users Data from Zendesk into Google Sheets

Importing Users data from Zendesk into Google Sheets helps support teams track agent performance and manage customer information efficiently. Coefficient creates a seamless connection that keeps your data accurate and up-to-date.

This guide will show you how to import your Zendesk Users data into Google Sheets quickly and efficiently.

TLDR

  • Step 1:

    Step 1. Open Google Sheets > Extensions > Add-ons > Get add-ons > Install Coefficient from Google Workspace Marketplace.

  • Step 2:

    Step 2. Connect your Zendesk account and select the Users object to import.

  • Step 3:

    Step 3. (Optional) Enable auto-refresh to keep your users data updated automatically.

Step-by-Step Guide to Import Zendesk Users Data

Step 1: Install and Connect Coefficient

Begin by installing the Coefficient add-on for Google Sheets and connecting to your Zendesk account:

  1. Open your Google Sheet
  2. Click on Extensions > Add-ons > Get add-ons
  3. Search for “Coefficient” and install from Google Workspace Marketplace
  4. Once installed, open the Coefficient sidebar by clicking Extensions > Coefficient > Launch
  5. In the sidebar, click “Import Data”
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Select Zendesk and Import Users Data

Next, select Zendesk from the available connectors and import your Users data:

  1. In the Import section, scroll to find Zendesk under “Other” integrations
  2. Click on Zendesk and authorize the connection
  3. Select “Users” from the list of available objects
  4. Choose the user fields you want to import (like name, email, role, organization, etc.)
  5. Apply any filters if needed (such as user role or created date)
  6. Click “Import” to bring the user data into your spreadsheet
Various integration options like Excel, Gmail, CSV, and Connect Any API under the Other category.

Step 3: Set Up Auto-Refresh (Optional)

Keep your Zendesk Users data up to date by setting up automatic refreshes:

  1. After importing your data, click on the Coefficient menu in your sheet
  2. Select the imported Zendesk users data
  3. Click on “Refresh settings”
  4. Choose your preferred schedule (hourly, daily, or weekly)
  5. Confirm your settings to enable auto-refresh
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Zendesk Objects

  • Tickets
  • Organizations
  • Users

How to Import Tickets Data from Zendesk into Google Sheets

Importing Tickets data from Zendesk into Google Sheets helps support teams track performance metrics and analyze ticket trends. Coefficient creates a live connection that keeps your data fresh and accurate.

This guide will show you how to import your Zendesk Tickets data into Google Sheets quickly and efficiently.

TLDR

  • Step 1:

    Step 1. Open Google Sheets > Extensions > Add-ons > Get add-ons > Install Coefficient from Google Workspace Marketplace.

  • Step 2:

    Step 2. Connect your Zendesk account and select the Tickets object to import.

  • Step 3:

    Step 3. (Optional) Enable auto-refresh to keep your ticket data updated automatically.

Step-by-Step Guide to Import Zendesk Tickets Data

Step 1: Install and Connect Coefficient

Begin by installing the Coefficient add-on for Google Sheets and connecting to your Zendesk account:

  1. Open your Google Sheet
  2. Click on Extensions > Add-ons > Get add-ons
  3. Search for “Coefficient” and install from Google Workspace Marketplace
  4. Once installed, open the Coefficient sidebar by clicking Extensions > Coefficient > Launch
  5. In the sidebar, click “Import Data”
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Select Zendesk and Import Tickets Data

Next, select Zendesk from the available connectors and import your Tickets data:

  1. In the Import section, scroll to find Zendesk under “Other” integrations
  2. Click on Zendesk and authorize the connection
  3. Select “Tickets” from the list of available objects
  4. Choose the ticket fields you want to import (like subject, status, priority, assignee, etc.)
  5. Apply any filters if needed (such as date ranges or ticket status)
  6. Click “Import” to bring the ticket data into your spreadsheet
Various integration options like Excel, Gmail, CSV, and Connect Any API under the Other category.

Step 3: Set Up Auto-Refresh (Optional)

Keep your Zendesk Tickets data up to date by setting up automatic refreshes:

  1. After importing your data, click on the Coefficient menu in your sheet
  2. Select the imported Zendesk tickets data
  3. Click on “Refresh settings”
  4. Choose your preferred schedule (hourly, daily, or weekly)
  5. Confirm your settings to enable auto-refresh
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Zendesk Objects

  • Tickets
  • Organizations
  • Users

How to Import Saved Views Data from Zendesk into Google Sheets

Importing Saved Views data from Zendesk into Google Sheets helps support teams analyze pre-filtered ticket collections and build custom dashboards. Coefficient makes this process seamless with live data connections.

This guide will show you how to import your Zendesk Saved Views data into Google Sheets quickly and efficiently.

TLDR

  • Step 1:

    Step 1. Open Google Sheets > Extensions > Add-ons > Get add-ons > Install Coefficient from Google Workspace Marketplace.

  • Step 2:

    Step 2. Connect your Zendesk account and select the Saved Views object to import.

  • Step 3:

    Step 3. (Optional) Enable auto-refresh to keep your saved views data updated automatically.

Step-by-Step Guide to Import Zendesk Saved Views Data

Step 1: Install and Connect Coefficient

Begin by installing the Coefficient add-on for Google Sheets and connecting to your Zendesk account:

  1. Open your Google Sheet
  2. Click on Extensions > Add-ons > Get add-ons
  3. Search for “Coefficient” and install from Google Workspace Marketplace
  4. Once installed, open the Coefficient sidebar by clicking Extensions > Coefficient > Launch
  5. In the sidebar, click “Import Data”
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Select Zendesk and Import Saved Views Data

Next, select Zendesk from the available connectors and import your Saved Views data:

  1. In the Import section, scroll to find Zendesk under “Other” integrations
  2. Click on Zendesk and authorize the connection
  3. Select “Saved Views” from the list of available objects
  4. Choose the view fields you want to import (like title, restriction, active, etc.)
  5. Apply any filters if needed
  6. Click “Import” to bring the saved views data into your spreadsheet
Various integration options like Excel, Gmail, CSV, and Connect Any API under the Other category.

Step 3: Set Up Auto-Refresh (Optional)

Keep your Zendesk Saved Views data up to date by setting up automatic refreshes:

  1. After importing your data, click on the Coefficient menu in your sheet
  2. Select the imported Zendesk saved views data
  3. Click on “Refresh settings”
  4. Choose your preferred schedule (hourly, daily, or weekly)
  5. Confirm your settings to enable auto-refresh
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Zendesk Objects

  • Tickets
  • Organizations
  • Users

How to Import Organizations Data from Zendesk into Google Sheets

Importing Organizations data from Zendesk into Google Sheets helps support teams track customer accounts and analyze organization-level ticket trends. Coefficient makes this process seamless with live data connections.

This guide will show you how to import your Zendesk Organizations data into Google Sheets quickly and efficiently.

TLDR

  • Step 1:

    Step 1. Open Google Sheets > Extensions > Add-ons > Get add-ons > Install Coefficient from Google Workspace Marketplace.

  • Step 2:

    Step 2. Connect your Zendesk account and select the Organizations object to import.

  • Step 3:

    Step 3. (Optional) Enable auto-refresh to keep your data updated automatically.

Step-by-Step Guide to Import Zendesk Organizations Data

Step 1: Install and Connect Coefficient

Begin by installing the Coefficient add-on for Google Sheets and connecting to your Zendesk account:

  1. Open your Google Sheet
  2. Click on Extensions > Add-ons > Get add-ons
  3. Search for “Coefficient” and install from Google Workspace Marketplace
  4. Once installed, open the Coefficient sidebar by clicking Extensions > Coefficient > Launch
  5. In the sidebar, click “Import Data”
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Select Zendesk and Import Organizations Data

Next, select Zendesk from the available connectors and import your Organizations data:

  1. In the Import section, scroll to find Zendesk under “Other” integrations
  2. Click on Zendesk and authorize the connection
  3. Select “Organizations” from the list of available objects
  4. Choose the fields you want to import (like name, domain, tags, etc.)
  5. Apply any filters if needed
  6. Click “Import” to bring the data into your spreadsheet
Various integration options like Excel, Gmail, CSV, and Connect Any API under the Other category.

Step 3: Set Up Auto-Refresh (Optional)

Keep your Zendesk Organizations data up to date by setting up automatic refreshes:

  1. After importing your data, click on the Coefficient menu in your sheet
  2. Select the imported Zendesk data
  3. Click on “Refresh settings”
  4. Choose your preferred schedule (hourly, daily, or weekly)
  5. Confirm your settings to enable auto-refresh
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Zendesk Objects

  • Tickets
  • Organizations
  • Users

How to Import Users Data from Zendesk into Excel

Importing Users data from Zendesk into Excel helps support teams track agent performance, analyze customer interactions, and optimize team structure. Coefficient makes this process seamless and automatic.

This guide will show you how to import your Zendesk Users data into Excel using Coefficient.

TLDR

  • Step 1:

    Step 1. Open Excel > Insert tab > Get Add-ins > Install Coefficient from Office Add-ins store.

  • Step 2:

    Step 2. Connect your Zendesk account and select the Users object to import.

  • Step 3:

    Step 3. (Optional) Enable auto-refresh to keep your data updated automatically.

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 1: Install Coefficient and Connect to Zendesk

First, you’ll need to install the Coefficient add-in for Excel and connect to your Zendesk account:

  1. Open Excel and navigate to the Insert tab.
  2. Click on Get Add-ins and search for “Coefficient”.
  3. Install the Coefficient add-in from the Office Add-ins store.
  4. Once installed, open the Coefficient sidebar and click “Import from…”.
  5. In the connector selection screen, scroll to the “Other” category.
Various integration options like Excel, Gmail, CSV, and Connect Any API under the Other category.

Step 2: Import Zendesk Users Data

Now that you’re connected, you can import your Zendesk Users data:

  1. Select “Zendesk” from the list of available connectors.
  2. Enter your Zendesk subdomain and log in when prompted.
  3. Choose “Users” from the list of available objects.
  4. Select the fields you want to import (e.g., name, email, role, organization, created date, last login).
  5. Apply any filters if needed to narrow down the data.
  6. Click “Import” to bring your Users data into Excel.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Zendesk Users data fresh, set up an automatic refresh schedule:

  1. Click on the refresh icon next to your imported data.
  2. Select “Schedule refresh” from the dropdown menu.
  3. Choose your preferred refresh frequency (hourly, daily, or weekly).
  4. Set the specific time for the refresh to occur.
  5. Click “Save” to activate the auto-refresh schedule.
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Zendesk Objects

  • Tickets
  • Organizations
  • Users

How to Import Saved Views Data from Zendesk into Excel

Importing Saved Views data from Zendesk into Excel helps support teams analyze ticket workflows, track performance metrics, and optimize customer service operations. Coefficient makes this process seamless and automatic.

This guide will show you how to import your Zendesk Saved Views data into Excel using Coefficient.

TLDR

  • Step 1:

    Step 1. Open Excel > Insert tab > Get Add-ins > Install Coefficient from Office Add-ins store.

  • Step 2:

    Step 2. Connect your Zendesk account and select the Saved Views object to import.

  • Step 3:

    Step 3. (Optional) Enable auto-refresh to keep your data updated automatically.

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 1: Install Coefficient and Connect to Zendesk

First, you’ll need to install the Coefficient add-in for Excel and connect to your Zendesk account:

  1. Open Excel and navigate to the Insert tab.
  2. Click on Get Add-ins and search for “Coefficient”.
  3. Install the Coefficient add-in from the Office Add-ins store.
  4. Once installed, open the Coefficient sidebar and click “Import from…”.
  5. In the connector selection screen, scroll to the “Other” category.
Various integration options like Excel, Gmail, CSV, and Connect Any API under the Other category.

Step 2: Import Zendesk Saved Views Data

Now that you’re connected, you can import your Zendesk Saved Views data:

  1. Select “Zendesk” from the list of available connectors.
  2. Enter your Zendesk subdomain and log in when prompted.
  3. Choose “Saved Views” from the list of available objects.
  4. Select the fields you want to import (e.g., title, restrictions, conditions, execution).
  5. Apply any filters if needed to narrow down the data.
  6. Click “Import” to bring your Saved Views data into Excel.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Zendesk Saved Views data fresh, set up an automatic refresh schedule:

  1. Click on the refresh icon next to your imported data.
  2. Select “Schedule refresh” from the dropdown menu.
  3. Choose your preferred refresh frequency (hourly, daily, or weekly).
  4. Set the specific time for the refresh to occur.
  5. Click “Save” to activate the auto-refresh schedule.
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Zendesk Objects

  • Tickets
  • Organizations
  • Users