Category: Excel

How to Import Time Entries Data from Freshdesk into Excel

Getting your Freshdesk Time Entries data into Excel helps you analyze time spent on tickets 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Instead of manually exporting data that quickly becomes outdated, you can create a live connection that automatically refreshes.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 Time Entries data into Excel efficiently.

TLDR

  • Step 1:

    Step 1. Install Coefficient from the Office Add-ins store and connect to your Freshdesk account.

  • Step 2:

    Step 2. Select Import from… and choose the Time Entries object.

  • Step 3:

    Step 3. Configure any filters or columns you need and import the data to your Excel sheet.

  • 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 Time Entries Data

Here’s how to connect Freshdesk to Excel and pull in your Time Entries data.

Step 1: Install Coefficient and Connect Freshdesk

First, you need to add Coefficient to your Excel application.

  1. Open Excel.
  2. Go to the Insert tab.
  3. Click “”Get Add-ins””.
  4. 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.

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

Step 2: Import Time Entries Data

With Coefficient connected, you can now pull your Time Entries data.

  1. In the Coefficient sidebar, click “”Import from…””.
  2. Select Freshdesk from your list of connected sources.
  3. Choose “”Objects”” as the data type.
  4. Select “”Time Entries”” from the list of available objects.
    • Choose the specific columns (fields) you want to import.
    • Apply filters to narrow down the data (e.g., by agent, ticket, date range, etc.).
    • Sort the data if needed.
    Configure your import:
  6. Click “”Import””.

Your Freshdesk Time Entries data will load directly into your Excel sheet.

Various integration options like Excel, Gmail, CSV, and Connect Any API under the Other category.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Time Entries data in Excel always current, set up an auto-refresh schedule.

  1. In the Coefficient sidebar, find your newly created Freshdesk import.
  2. Click the “”Refresh”” button options (the clock icon).
  3. Select “”Set up auto-refresh””.
  4. Choose your desired frequency (e.g., daily, hourly, weekly) and time.
  5. Click “”Save””.

Coefficient will now automatically update your Time Entries data in the background according to your schedule.

Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Freshdesk Objects

  • Ticket Fields
  • Contacts
  • Companies
  • Agents
  • Groups
  • Roles
  • Time Entries
  • Conversations
  • Forum Categories
  • Forums
  • Topics
  • Posts
+4 more

How to Import Ticket Fields Data from Freshdesk into Excel

Getting your Freshdesk Ticket Fields data into Excel helps you analyze form structure 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 Ticket Fields data into Excel efficiently.

TLDR

  • Step 1:

    Step 1. Install Coefficient from the Office Add-ins store and connect to your Freshdesk account.

  • Step 2:

    Step 2. Select Import from… and choose the Ticket Fields object.

  • Step 3:

    Step 3. Configure any filters or columns you need and import the data to your Excel sheet.

  • 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 Ticket Fields Data

Here’s how to connect Freshdesk to Excel and pull in your Ticket Fields data.

Step 1: Install Coefficient and Connect Freshdesk

First, you need to add Coefficient to your Excel application.

  1. Open Excel.
  2. Go to the Insert tab.
  3. Click “”Get Add-ins””.
  4. 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.

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

Step 2: Import Ticket Fields Data

With Coefficient connected, you can now pull your Ticket Fields data.

  1. In the Coefficient sidebar, click “”Import from…””.
  2. Select Freshdesk from your list of connected sources.
  3. Choose “”Objects”” as the data type.
  4. Select “”Ticket Fields”” from the list of available objects.
    • Choose the specific columns (fields) you want to import.
    • Apply filters to narrow down the data if needed.
    • Sort the data if needed.
    Configure your import:
  6. Click “”Import””.

Your Freshdesk Ticket Fields data will load directly into your Excel sheet.

Various integration options like Excel, Gmail, CSV, and Connect Any API under the Other category.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Ticket Fields data in Excel always current, set up an auto-refresh schedule.

  1. In the Coefficient sidebar, find your newly created Freshdesk import.
  2. Click the “”Refresh”” button options (the clock icon).
  3. Select “”Set up auto-refresh””.
  4. Choose your desired frequency (e.g., daily, hourly, weekly) and time.
  5. Click “”Save””.

Coefficient will now automatically update your Ticket Fields data in the background according to your schedule.

Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Freshdesk Objects

  • Ticket Fields
  • Contacts
  • Companies
  • Agents
  • Groups
  • Roles
  • Time Entries
  • Conversations
  • Forum Categories
  • Forums
  • Topics
  • Posts
+4 more

How to Import Taxonomies Data from WordPress into Excel

Importing Taxonomies data from WordPress into Excel helps content teams manage custom classification systems, analyze content organization, and optimize site structure. Coefficient makes this process seamless and automatic.

This guide will show you how to import your WordPress Taxonomies 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 WordPress account and select the Taxonomies 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 WordPress

First, you’ll need to install the Coefficient add-in for Excel and connect to your WordPress 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 WordPress Taxonomies Data

Now that you’re connected, you can import your WordPress Taxonomies data:

  1. Select “WordPress” from the list of available connectors.
  2. Enter your WordPress site URL and log in when prompted.
  3. Choose “Taxonomies” from the list of available objects.
  4. Select the fields you want to import (e.g., name, label, description, hierarchical, public).
  5. Apply any filters if needed to narrow down the data.
  6. Click “Import” to bring your Taxonomies data into Excel.

Step 3: Set Up Auto-Refresh (Optional)

To keep your WordPress Taxonomies 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 WordPress Objects

  • Pages
  • Media
  • Comments
  • Categories
  • Tags
  • Taxonomies
  • Users
  • Post Types
  • Post Statuses
  • Revisions

How to Import Themes Data from Typeform into Excel

Importing Themes data from Typeform into Excel helps design teams track visual assets, maintain brand consistency, and manage form appearance across multiple surveys. Coefficient makes this process seamless and automatic.

This guide will show you how to import your Typeform Themes 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 Typeform account and select the Themes 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 Typeform

First, you’ll need to install the Coefficient add-in for Excel and connect to your Typeform 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 Typeform Themes Data

Now that you’re connected, you can import your Typeform Themes data:

  1. Select “Typeform” from the list of available connectors.
  2. Log in to your Typeform account when prompted.
  3. Choose “Themes” from the list of available objects.
  4. Select the fields you want to import (e.g., name, created date, colors, fonts, background).
  5. Apply any filters if needed to narrow down the data.
  6. Click “Import” to bring your Themes data into Excel.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Typeform Themes 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 Typeform Objects

  • Responses
  • Themes
  • Images
  • Webhooks
  • Workspaces
  • Users

How to Import Stages Data from Greenhouse into Excel

Importing Stages data from Greenhouse into Excel helps recruitment teams track hiring workflows, analyze bottlenecks, and optimize candidate progression. Coefficient makes this process seamless and automatic.

This guide will show you how to import your Greenhouse Stages 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 Greenhouse account and select the Stages 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 Greenhouse

First, you’ll need to install the Coefficient add-in for Excel and connect to your Greenhouse 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 Greenhouse Stages Data

Now that you’re connected, you can import your Greenhouse Stages data:

  1. Select “Greenhouse” from the list of available connectors.
  2. Enter your Greenhouse API credentials when prompted.
  3. Choose “Stages” from the list of available objects.
  4. Select the fields you want to import (e.g., name, job, order, active status).
  5. Apply any filters if needed to narrow down the data.
  6. Click “Import” to bring your Stages data into Excel.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Greenhouse Stages 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 Greenhouse Objects

  • Candidates
  • Departments
  • Jobs
  • Offers
  • Offices
  • Prospects
  • Rejection Reasons
  • Scorecards
  • Sources
  • Stages
  • Users
  • Interview Plans

How to Import Submissions Data from Jotform into Excel

Getting your Jotform Submissions data into Excel helps you analyze responses 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 Jotform Submissions data into Excel efficiently.

TLDR

  • Step 1:

    Step 1. Install Coefficient from the Office Add-ins store and connect to your Jotform account.

  • Step 2:

    Step 2. Select Import from… and choose the Submissions object.

  • Step 3:

    Step 3. Configure any filters or columns you need and import the data to your Excel sheet.

  • Step 4:

    Step 4. Set up auto-refresh to keep your data updated automatically on your preferred schedule.

Step-by-Step Guide to Importing Jotform Submissions Data

Here’s how to connect Jotform to Excel and pull in your Submissions data.

Step 1: Install Coefficient and Connect Jotform

First, you need to add Coefficient to your Excel application.

  1. Open Excel.
  2. Go to the Insert tab.
  3. Click “”Get Add-ins””.
  4. 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 Jotform and follow the prompts to authorize Coefficient to access your Jotform account.

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

Step 2: Import Submissions Data

With Coefficient connected, you can now pull your Submissions data.

  1. In the Coefficient sidebar, click “”Import from…””.
  2. Select Jotform from your list of connected sources.
  3. Choose “”Objects”” as the data type.
  4. Select “”Submissions”” from the list of available objects.
    • Choose the specific columns (fields) you want to import.
    • Apply filters to narrow down the data (e.g., by form, date, etc.).
    • Sort the data if needed.
    Configure your import:
  6. Click “”Import””.

Your Jotform Submissions data will load directly into your Excel sheet.

Various integration options like Excel, Gmail, CSV, and Connect Any API under the Other category.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Submissions data in Excel always current, set up an auto-refresh schedule.

  1. In the Coefficient sidebar, find your newly created Jotform import.
  2. Click the “”Refresh”” button options (the clock icon).
  3. Select “”Set up auto-refresh””.
  4. Choose your desired frequency (e.g., daily, hourly, weekly) and time.
  5. Click “”Save””.

Coefficient will now automatically update your Submissions data in the background according to your schedule.

Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Jotform Objects

  • Forms
  • Questions
  • Submissions
  • Files
  • Reports
  • Folders

How to Import Sources Data from Greenhouse into Excel

Importing Sources data from Greenhouse into Excel helps recruitment teams track where candidates come from, analyze channel effectiveness, and optimize sourcing strategies. Coefficient makes this process seamless and automatic.

This guide will show you how to import your Greenhouse Sources 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 Greenhouse account and select the Sources 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 Greenhouse

First, you’ll need to install the Coefficient add-in for Excel and connect to your Greenhouse 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 Greenhouse Sources Data

Now that you’re connected, you can import your Greenhouse Sources data:

  1. Select “Greenhouse” from the list of available connectors.
  2. Enter your Greenhouse API credentials when prompted.
  3. Choose “Sources” from the list of available objects.
  4. Select the fields you want to import (e.g., name, type, source group, candidate count).
  5. Apply any filters if needed to narrow down the data.
  6. Click “Import” to bring your Sources data into Excel.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Greenhouse Sources 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 Greenhouse Objects

  • Candidates
  • Departments
  • Jobs
  • Offers
  • Offices
  • Prospects
  • Rejection Reasons
  • Scorecards
  • Sources
  • Stages
  • Users
  • Interview Plans

How to Import Solution Folders Data from Freshdesk into Excel

Getting your Freshdesk Solution Folders data into Excel helps you analyze your knowledge base organization 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 Solution Folders data into Excel efficiently.

TLDR

  • Step 1:

    Step 1. Install Coefficient from the Office Add-ins store and connect to your Freshdesk account.

  • Step 2:

    Step 2. Select Import from… and choose the Solution Folders object.

  • Step 3:

    Step 3. Configure any filters or columns you need and import the data to your Excel sheet.

  • 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 Solution Folders Data

Here’s how to connect Freshdesk to Excel and pull in your Solution Folders data.

Step 1: Install Coefficient and Connect Freshdesk

First, you need to add Coefficient to your Excel application.

  1. Open Excel.
  2. Go to the Insert tab.
  3. Click “”Get Add-ins””.
  4. 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.

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

Step 2: Import Solution Folders Data

With Coefficient connected, you can now pull your Solution Folders data.

  1. In the Coefficient sidebar, click “”Import from…””.
  2. Select Freshdesk from your list of connected sources.
  3. Choose “”Objects”” as the data type.
  4. Select “”Solution Folders”” from the list of available objects.
    • Choose the specific columns (fields) you want to import.
    • Apply filters to narrow down the data (e.g., by category, visibility, etc.).
    • Sort the data if needed.
    Configure your import:
  6. Click “”Import””.

Your Freshdesk Solution Folders data will load directly into your Excel sheet.

Various integration options like Excel, Gmail, CSV, and Connect Any API under the Other category.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Solution Folders data in Excel always current, set up an auto-refresh schedule.

  1. In the Coefficient sidebar, find your newly created Freshdesk import.
  2. Click the “”Refresh”” button options (the clock icon).
  3. Select “”Set up auto-refresh””.
  4. Choose your desired frequency (e.g., daily, hourly, weekly) and time.
  5. Click “”Save””.

Coefficient will now automatically update your Solution Folders data in the background according to your schedule.

Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Freshdesk Objects

  • Ticket Fields
  • Contacts
  • Companies
  • Agents
  • Groups
  • Roles
  • Time Entries
  • Conversations
  • Forum Categories
  • Forums
  • Topics
  • Posts
+4 more

How to Import Scorecards Data from Greenhouse into Excel

Importing Scorecards data from Greenhouse into Excel helps recruitment teams analyze interview feedback, track evaluation metrics, and improve candidate assessment processes. Coefficient makes this process seamless and automatic.

This guide will show you how to import your Greenhouse Scorecards 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 Greenhouse account and select the Scorecards 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 Greenhouse

First, you’ll need to install the Coefficient add-in for Excel and connect to your Greenhouse 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 Greenhouse Scorecards Data

Now that you’re connected, you can import your Greenhouse Scorecards data:

  1. Select “Greenhouse” from the list of available connectors.
  2. Enter your Greenhouse API credentials when prompted.
  3. Choose “Scorecards” from the list of available objects.
  4. Select the fields you want to import (e.g., interviewer, candidate, job, ratings, feedback, submitted date).
  5. Apply any filters if needed to narrow down the data.
  6. Click “Import” to bring your Scorecards data into Excel.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Greenhouse Scorecards 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 Greenhouse Objects

  • Candidates
  • Departments
  • Jobs
  • Offers
  • Offices
  • Prospects
  • Rejection Reasons
  • Scorecards
  • Sources
  • Stages
  • Users
  • Interview Plans

How to Import Solution Categories Data from Freshdesk into Excel

Getting your Freshdesk Solution Categories data into Excel helps you analyze your knowledge base structure 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 Solution Categories data into Excel efficiently.

TLDR

  • Step 1:

    Step 1. Install Coefficient from the Office Add-ins store and connect to your Freshdesk account.

  • Step 2:

    Step 2. Select Import from… and choose the Solution Categories object.

  • Step 3:

    Step 3. Configure any filters or columns you need and import the data to your Excel sheet.

  • 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 Solution Categories Data

Here’s how to connect Freshdesk to Excel and pull in your Solution Categories data.

Step 1: Install Coefficient and Connect Freshdesk

First, you need to add Coefficient to your Excel application.

  1. Open Excel.
  2. Go to the Insert tab.
  3. Click “”Get Add-ins””.
  4. 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.

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

Step 2: Import Solution Categories Data

With Coefficient connected, you can now pull your Solution Categories data.

  1. In the Coefficient sidebar, click “”Import from…””.
  2. Select Freshdesk from your list of connected sources.
  3. Choose “”Objects”” as the data type.
  4. Select “”Solution Categories”” from the list of available objects.
    • Choose the specific columns (fields) you want to import.
    • Apply filters to narrow down the data if needed.
    • Sort the data if needed.
    Configure your import:
  6. Click “”Import””.

Your Freshdesk Solution Categories data will load directly into your Excel sheet.

Various integration options like Excel, Gmail, CSV, and Connect Any API under the Other category.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Solution Categories data in Excel always current, set up an auto-refresh schedule.

  1. In the Coefficient sidebar, find your newly created Freshdesk import.
  2. Click the “”Refresh”” button options (the clock icon).
  3. Select “”Set up auto-refresh””.
  4. Choose your desired frequency (e.g., daily, hourly, weekly) and time.
  5. Click “”Save””.

Coefficient will now automatically update your Solution Categories data in the background according to your schedule.

Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Freshdesk Objects

  • Ticket Fields
  • Contacts
  • Companies
  • Agents
  • Groups
  • Roles
  • Time Entries
  • Conversations
  • Forum Categories
  • Forums
  • Topics
  • Posts
+4 more