How to Connect Freshdesk to PostgreSQL

Published: June 27, 2024 - 9 min read

Julian Alvarado

Are you looking to take your customer support operations to the next level? Connecting your Freshdesk account to a PostgreSQL database can unlock powerful insights and streamline your data management processes. In this comprehensive guide, we’ll explore the advantages of integrating these two platforms and walk you through three methods to make it happen.

Advantages of Connecting Freshdesk to PostgreSQL

Integrating Freshdesk with PostgreSQL offers several key benefits that can transform your customer support:

  1. Predictive Support Resource Allocation: By analyzing historical ticket volume data from Freshdesk in PostgreSQL, you can forecast peak support times with greater accuracy. This enables optimal staff scheduling and resource allocation, reducing wait times during high-demand periods.
  2. Customer Lifetime Value (CLV) Optimization: Combine support interaction data from Freshdesk with financial data in PostgreSQL to correlate support quality with CLV. This insight allows you to justify investments in support improvements that demonstrably increase customer retention and revenue.
  3. Proactive Product Enhancement: Analyze frequently occurring support issues from Freshdesk alongside product usage data in PostgreSQL to identify and prioritize product improvements. This data-driven approach can significantly reduce support ticket volume over time.

Connect Freshdesk to PostgreSQL: 3 Methods

Connecting Freshdesk to PostgreSQL streamlines customer data management and enhances support capabilities. Here’s a quick overview of three solutions and their ideal use cases

SolutionBest For
CoefficientSmall to medium-sized businesses with limited IT resources but a strong need for data-driven decision making. Ideal for customer support managers or operations analysts who need to quickly create custom reports combining Freshdesk data with other business metrics.
SkyviaMid-sized companies with diverse data sources beyond just Freshdesk and PostgreSQL. Perfect for organizations that need to integrate multiple cloud and on-premise systems into a centralized data warehouse.
DBSyncLarge enterprises or companies with complex, custom support processes. Ideal for organizations that require real-time, bi-directional data flow between Freshdesk and multiple databases or applications.

How to Connect Freshdesk to PostgreSQL

Method 1: Coefficient – No-Code, User-Friendly

a screenshot of a web page with the words automatedly important live data into

Coefficient offers a seamless way to connect Freshdesk and PostgreSQL without any coding required. Its intuitive interface and real-time data updates make it a top choice for businesses of all sizes.

Features

  • Simple, drag-and-drop interface: The user-friendly design allows users to set up integrations with minimal effort, making it accessible for users of all technical levels.
  • Automatic data sync in real-time: Data between Freshdesk and PostgreSQL is updated instantly, ensuring that you always have the most current information available.
  • Affordable pricing plans: Coefficient provides cost-effective solutions that cater to small businesses and larger enterprises alike, ensuring you get value for your investment.

Pros:

  • Quick and easy setup: Get your integration up and running in no time with Coefficient’s straightforward installation process.
  • No coding skills needed: Ideal for non-technical users who need a powerful integration tool without the complexity of coding.
  • Real-time data updates: Always have the latest data at your fingertips, enabling timely and informed decision-making.
  • Affordable for small businesses: Budget-friendly plans make it accessible for smaller companies looking to enhance their data capabilities.

Cons:

  • Some advanced features limited to higher-tier plans: Access to the most advanced functionalities may require upgrading to a premium plan, which might be cost-prohibitive for some users.

How to Connect Freshdesk to PostgreSQL with Coefficient

Step 1: Install the Coefficient

For Google Sheets

Open a new or existing Google Sheet, navigate to the Extensions tab, and select Add-ons > Get add-ons.

Going to Add-ons > Get add-ons in the Extensions tab of Google Sheets.

In the Google Workspace Marketplace, search for “Coefficient.”

Typing “Coefficient” in the search bar of the Google Workspace Marketplace.

Follow the prompts to grant necessary permissions.

Providing necessary permissions for Coefficient in Google Sheets.

Launch Coefficient from Extensions > Coefficient > Launch.

Launching Coefficient from Extensions > Coefficient > Launch in Google Sheets.

Coefficient will open on the right-hand side of your spreadsheet.

Coefficient appearing on the right-hand side of the Google Sheets.

For Microsoft Excel

Open Excel from your desktop or in Office Online. Click ‘File’ > ‘Get Add-ins’ > ‘More Add-Ins.’

Opening Excel from the desktop or Office Online and selecting ‘File’ > ‘Get Add-ins.’

Type “Coefficient” in the search bar and click ‘Add.’

Choosing ‘More Add-Ins’ from the ‘Get Add-ins’ menu in Excel.

Follow the prompts in the pop-up to complete the installation.

Once finished, you will see a “Coefficient” tab in the top navigation bar. Click ‘Open Sidebar’ to launch Coefficient.

Searching for “Coefficient” in the search bar and clicking ‘Add’ in the Excel add-ins menu.

Step 2: Import Data from Freshdesk into Your Spreadsheet

With Coefficient installed, you’re now ready to import your Freshdesk data into Excel. Let’s walk through the process step by step:

In the Coefficient sidebar, click on “Import From” > “Add a Connection.” Select “Freshdesk” from the list of available data sources.

clicking ‘Open Sidebar’ to activate Coefficient from the Excel navigation bar.

Add your Freshdesk domain name, which can be found in the URL when logged into Freshdesk (e.g., “Coefficient” in “coefficient.freshdesk.com”).

Selecting “Freshdesk” from the list of available data sources in Coefficient.

Enter your Freshdesk API key and click “Connect.”

Adding your Freshdesk domain name, found in the URL when logged into Freshdesk.
In the next screen, select “Start from Scratch.”
Entering your Freshdesk API key and clicking “Connect.”

Select an endpoint, such as “Get Tickets”, to fetch data from.

Selecting “Start from Scratch” on the next screen to begin the data import.

Optionally, add filters to refine your data import, such as searching for a specific requester’s email.

Selecting an endpoint, such as “Get Tickets”, to fetch data from Freshdesk.

Click “Preview” to continue.

Choose the data fields you want to include in your import, such as subject, status, requester, priority, creation date, due date, ticket ID, and tags.

Optionally adding filters to refine your data import, such as searching for a specific requester’s email.

When you’re finished, click “Import” to fetch the selected data into your spreadsheet.

Clicking “Import” to fetch the selected data into your spreadsheet from Freshdesk.

Step 3. Export Data from Your Spreadsheet to PostgreSQL

Before starting, make sure you’ve connected to PostgreSQ

Then, navigate to Coefficient’s menu. Click “Export to…”

Clicking “Export to…” in the Coefficient menu.
Select PostgreSQL from the menu.
Selecting PostgreSQL from the menu in Coefficient.

Choose the tab in your workbook that contains the data you want to export and specify the header row that contains the database field headers.

Choosing the tab in your workbook that contains the data to export and specifying the header row with database field headers.

Specify the table in your database where you want to insert the data and choose the appropriate action (Insert, Update, Delete).

pecifying the table in your database where you want to insert the data and choosing the appropriate action (Insert, Update, Delete).

omplete the field mappings for the export. Ensure that primary keys or ID fields are mapped if required for the action you are performing.

completing the field mappings for the export and ensuring primary keys or ID fields are mapped if required.

Confirm your settings and click “Export” to proceed.

Confirming settings and clicking “Export” to proceed with exporting the data.

Highlight the specific rows in your sheet that you want to export, or choose to export all rows.

Highlighting the specific rows in your sheet that you want to export, or choosing to export all rows

Review your settings and follow the prompts to push your data back to PostgreSQL.

Method 2: Skyvia

Skyvia is a cloud-based platform that enables integration between Freshdesk and PostgreSQL.

Skyvia is a cloud-based platform that enables you to integrate Freshdesk and PostgreSQL without writing code. Its extensive connector library and advanced transformation capabilities make it a robust choice.

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Features

  • No-code data integration: Easily connect Freshdesk to PostgreSQL without any coding, making it accessible for non-technical users.
  • Wide range of connectors: Supports various data sources, allowing for flexible and comprehensive data integration.
  • Cloud-based for easy access: Manage your integrations from anywhere, with no need for on-premise hardware or software.
  • Data transformation options: Customize and transform your data as it moves between platforms to meet your specific business needs.

Pros and Cons

Pros:

  • User-friendly interface: Navigate and set up integrations with ease, thanks to Skyvia’s intuitive design.
  • Supports many data sources: Integrate with a wide variety of platforms, enhancing your data management capabilities.
  • Advanced mapping and transformations: Tailor your data flow to match your business requirements with powerful customization tools.

Cons:

  • Some SQL tools not supported: May lack compatibility with certain SQL-specific tools, which could be a limitation for some users.
  • No 24/7 customer support: Limited support hours might be a drawback for businesses needing round-the-clock assistance.

How to Connect Freshdesk to PostgreSQL with Skyvia

Step 1. Sign up for a Skyvia account at https://skyvia.com/.

Step 2. Create a new connection for Freshdesk:

  • Select Freshdesk from the connector library.
  • Provide your Freshdesk API key and domain.
  • Save the connection.

Step 3. Create a new connection for PostgreSQL:

  • Select PostgreSQL from the list of databases.
  • Enter your database credentials.
  • Test and save the connection.

Step 4. Configure the data integration:

  • Choose Freshdesk as the source and PostgreSQL as the target.
  • Select the Freshdesk object to sync, such as tickets.
  • Map the Freshdesk fields to PostgreSQL table columns.
  • Set the synchronization schedule (e.g., hourly, daily).

Run the integration task.

Method 3: DBSync

DBSync specializes in real-time, bi-directional data synchronization.

DBSync specializes in real-time, bi-directional data synchronization. Its customizable workflows and advanced features make it ideal for businesses with complex integration needs.

 Features

  • Real-time data sync: Synchronize your Freshdesk and PostgreSQL data in real-time to ensure up-to-date information.
  • Bi-directional data flow: Allows for data to be sent and received between both platforms, maintaining data integrity and consistency.
  • Customizable sync workflows: Tailor your data synchronization processes to match your specific business needs with flexible workflow options.
  • Pre-built connectors: Quick and easy integration setup with pre-built connectors for common platforms and applications.

Pros and Cons

Pros:

  • Real-time synchronization: Keep your data up-to-date at all times with immediate sync capabilities.
  • Granular control over data flows: Manage how data is moved and transformed with detailed control options.
  • Handles complex data structures: Efficiently sync complex data, ensuring all necessary information is accurately transferred.

Cons:

  • More complex setup process: Initial setup may require more time and effort compared to simpler integration tools.
  • Higher learning curve: Users may need to invest time in learning how to fully utilize the platform’s advanced features.
  • Higher cost: The robust capabilities might come at a higher price, which could be a consideration for budget-conscious businesses.

How to Connect Freshdesk to PostgreSQL with DBSync

Step 1. Sign up for a DBSync account and log in.

Step 2. Create a new connection for Freshdesk:

  • Select Freshdesk from the connector list.
  • Provide your Freshdesk API key and domain.
  • Configure authentication settings.

Step 3. Create a new connection for PostgreSQL:

  • Choose PostgreSQL from the database list.
  • Enter your database connection details.
  • Test and save the PostgreSQL connection.

Step 4. Set up a sync workflow:

  • Select Freshdesk as the source and PostgreSQL as the target.
  • Choose the data objects to sync, such as tickets or contacts.
  • Map the fields between Freshdesk and PostgreSQL.
  • Configure sync settings (frequency, conflict resolution, etc.).
  • Save and enable the sync workflow.

Step 5. Monitor the synchronization process:

  • View real-time sync status and logs.
  • Manage and modify sync workflows as needed.

Connect Freshdesk to PostgreSQL: No Code Required

Connecting Freshdesk to PostgreSQL is a game-changer for businesses looking to enhance their customer support capabilities. By centralizing customer data, improving reporting, and gaining valuable insights, you can take your support operations to new heights.

Ready to streamline your data syncing process?

Get started with Coefficient for a smooth, no-code integration experience. With its intuitive interface, real-time updates, and affordable pricing, Coefficient makes connecting Freshdesk to PostgreSQL a breeze.

Don’t wait to transform your customer support operations. Get started with Coefficient now!

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Julian Alvarado Content Marketing
Julian is a dynamic B2B marketer with 8+ years of experience creating full-funnel marketing journeys, leveraging an analytical background in biological sciences to examine customer needs.
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