How to Import Contacts Data from Freshdesk into Google Sheets

Getting your Contacts data from Freshdesk into Google Sheets is key for analysis and reporting. Coefficient makes this simple, connecting your data live.

This guide shows you how to import your Freshdesk Contacts data directly into Google Sheets.

TLDR

  • Step 1:

    Step 1. Install Coefficient from the Google Sheets marketplace and connect your Freshdesk account.

  • Step 2:

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

  • Step 3:

    Step 3. Configure your import settings and pull the data into your sheet.

  • Step 4:

    Step 4. Set up auto-refresh to keep your Contacts data updated automatically.

Step-by-Step Guide to Importing Contacts Data

Follow these steps to connect Freshdesk to Google Sheets and import your Contacts data.

Step 1: Install Coefficient and Connect Freshdesk

First, you need to add Coefficient to your spreadsheet program.

  • Open Google Sheets.
  • Go to Extensions > Add-ons > Get add-ons.
  • Search for “Coefficient” and install it from the Google Workspace Marketplace.
  • Once installed, open the Coefficient add-on from the Extensions menu.
  • Click “Import from…” in the Coefficient sidebar.
  • Find and select the Freshdesk connector from the list.
  • You’ll be prompted to log in and authorize Coefficient to access your Freshdesk account.
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Select and Import Contacts Data

Now that you’re connected, choose the data you want to import.

  • In the Coefficient sidebar, choose the option to import data (usually labeled “Import from…” or similar).
  • Since Freshdesk uses objects, select the option to import Objects.
  • Find and select the “Contacts” object from the list of available objects.
  • Coefficient will show you the fields available for the Contacts object. Select the columns you need.
  • You can apply filters or sort the data if needed before importing.
  • Click the “Import” button to pull the Contacts data into your Google Sheets.
Screenshot showing the process of selecting the Freshdesk connector and choosing the Contacts object in Coefficient.

Step 3: (Optional) Set Up Auto-Refresh

Keep your Contacts data current without manual effort.

  • After your data is imported, look for the auto-refresh options in the Coefficient sidebar or menu associated with your import.
  • You can set your data to refresh hourly, daily, or weekly.
  • Choose the schedule that best fits your needs.
  • Coefficient will automatically update the data in your sheet on the chosen 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 Contacts Data from Freshdesk into Google Sheets

Getting your Contacts data from Freshdesk into Google Sheets is key for analysis and reporting. Coefficient makes this simple, connecting your data live.

This guide shows you how to import your Freshdesk Contacts data directly into Google Sheets.

TLDR

  • Step 1:

    Step 1. Install Coefficient from the Google Sheets marketplace and connect your Freshdesk account.

  • Step 2:

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

  • Step 3:

    Step 3. Configure your import settings and pull the data into your sheet.

  • Step 4:

    Step 4. Set up auto-refresh to keep your Contacts data updated automatically.

Step-by-Step Guide to Importing Contacts Data

Follow these steps to connect Freshdesk to Google Sheets and import your Contacts data.

Step 1: Install Coefficient and Connect Freshdesk

First, you need to add Coefficient to your spreadsheet program.

  • Open Google Sheets.
  • Go to Extensions > Add-ons > Get add-ons.
  • Search for “Coefficient” and install it from the Google Workspace Marketplace.
  • Once installed, open the Coefficient add-on from the Extensions menu.
  • Click “Import from…” in the Coefficient sidebar.
  • Find and select the Freshdesk connector from the list.
  • You’ll be prompted to log in and authorize Coefficient to access your Freshdesk account.
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Select and Import Contacts Data

Now that you’re connected, choose the data you want to import.

  • In the Coefficient sidebar, choose the option to import data (usually labeled “Import from…” or similar).
  • Since Freshdesk uses objects, select the option to import Objects.
  • Find and select the “Contacts” object from the list of available objects.
  • Coefficient will show you the fields available for the Contacts object. Select the columns you need.
  • You can apply filters or sort the data if needed before importing.
  • Click the “Import” button to pull the Contacts data into your Google Sheets.
Screenshot showing the process of selecting the Freshdesk connector and choosing the Contacts object in Coefficient.

Step 3: (Optional) Set Up Auto-Refresh

Keep your Contacts data current without manual effort.

  • After your data is imported, look for the auto-refresh options in the Coefficient sidebar or menu associated with your import.
  • You can set your data to refresh hourly, daily, or weekly.
  • Choose the schedule that best fits your needs.
  • Coefficient will automatically update the data in your sheet on the chosen 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 Agents Data from Freshdesk into Google Sheets

Getting your Agents data from Freshdesk into Google Sheets is key for analysis and reporting. Coefficient makes this simple, connecting your data live.

This guide shows you how to import your Freshdesk Agents data directly into Google Sheets.

TLDR

  • Step 1:

    Step 1. Install Coefficient from the Google Sheets marketplace and connect your Freshdesk account.

  • Step 2:

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

  • Step 3:

    Step 3. Configure your import settings and pull the data into your sheet.

  • Step 4:

    Step 4. Set up auto-refresh to keep your Agents data updated automatically.

Step-by-Step Guide to Importing Agents Data

Follow these steps to connect Freshdesk to Google Sheets and import your Agents data.

Step 1: Install Coefficient and Connect Freshdesk

First, you need to add Coefficient to your spreadsheet program.

  • Open Google Sheets.
  • Go to Extensions > Add-ons > Get add-ons.
  • Search for “Coefficient” and install it from the Google Workspace Marketplace.
  • Once installed, open the Coefficient add-on from the Extensions menu.
  • Click “Import from…” in the Coefficient sidebar.
  • Find and select the Freshdesk connector from the list.
  • You’ll be prompted to log in and authorize Coefficient to access your Freshdesk account.
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Select and Import Agents Data

Now that you’re connected, choose the data you want to import.

  • In the Coefficient sidebar, choose the option to import data (usually labeled “Import from…” or similar).
  • Since Freshdesk uses objects, select the option to import Objects.
  • Find and select the “Agents” object from the list of available objects.
  • Coefficient will show you the fields available for the Agents object. Select the columns you need.
  • You can apply filters or sort the data if needed before importing.
  • Click the “Import” button to pull the Agents data into your Google Sheets.
Screenshot showing the process of selecting the Freshdesk connector and choosing the Agents object in Coefficient.

Step 3: (Optional) Set Up Auto-Refresh

Keep your Agents data current without manual effort.

  • After your data is imported, look for the auto-refresh options in the Coefficient sidebar or menu associated with your import.
  • You can set your data to refresh hourly, daily, or weekly.
  • Choose the schedule that best fits your needs.
  • Coefficient will automatically update the data in your sheet on the chosen 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 Topics Data from Freshdesk into Excel

Getting your Freshdesk Topics data into Excel helps you analyze community discussions 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 Topics 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 Topics 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 Topics Data

Here’s how to connect Freshdesk to Excel and pull in your Topics 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 Topics Data

With Coefficient connected, you can now pull your Topics 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 “”Topics”” 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 forum, status, etc.).
    • Sort the data if needed.
    Configure your import:
  5. Click “”Import””.

Your Freshdesk Topics 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 Topics 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 Topics 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 Tickets Data from Freshdesk into Excel

Getting your Freshdesk Tickets data into Excel helps you analyze support performance 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 Tickets 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 Tickets 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 Tickets Data

Here’s how to connect Freshdesk to Excel and pull in your Tickets 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 Tickets Data

With Coefficient connected, you can now pull your Tickets 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 “”Tickets”” 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 status, agent, date, etc.).
    • Sort the data if needed.
    Configure your import:
  5. Click “”Import””.

Your Freshdesk Tickets 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 Tickets 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 Tickets 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 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:
  5. 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:
  5. 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 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:
  5. 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 Solution Articles Data from Freshdesk into Excel

Getting your Freshdesk Solution Articles data into Excel helps you analyze knowledge base content 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 Articles 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 Articles 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 Articles Data

Here’s how to connect Freshdesk to Excel and pull in your Solution Articles 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 Articles Data

With Coefficient connected, you can now pull your Solution Articles 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 Articles”” 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 folder, category, status, etc.).
    • Sort the data if needed.
    Configure your import:
  5. Click “”Import””.

Your Freshdesk Solution Articles 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 Articles 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 Articles 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 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:
  5. 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