Category: Freshdesk

Getting your Freshdesk Agents data into Excel helps you manage your support team and analyze performance 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Instead of manually exporting data that quickly becomes outdated, you can create a live connection that automatically refreshes.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 Agents data into Excel efficiently.

Step-by-Step Guide to Importing Freshdesk Agents Data

Here’s how to connect Freshdesk to Excel and pull in your Agents 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.

Step 2: Import Agents Data

With Coefficient connected, you can now pull your Agents 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 “”Agents”” from the list of available objects.
5. • Choose the specific columns (fields) you want to import.
   • Apply filters to narrow down the data (e.g., by group, status, etc.).
   • Sort the data if needed.
   Configure your import:
6. Click “”Import””.

Your Freshdesk Agents data will load directly into your Excel sheet.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Agents 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 Agents data in the background according to your schedule.