How to Import Tickets Data from Intercom into Excel

Importing Tickets data from Intercom into Excel helps you analyze support performance and optimize your issue resolution process. Coefficient makes this process seamless and automatic.

This guide will show you how to import your Intercom Tickets data into Excel using Coefficient.

Step-by-Step Guide to Import Intercom Tickets Data into Excel

Step 1: Install Coefficient in Excel

First, you need to install the Coefficient add-in from the Office Add-ins store:

• Open Excel
• Go to the Insert tab
• Click on Get Add-ins
• Search for “Coefficient”
• Click Add to install the add-in
• Once installed, click on the Coefficient icon to open the sidebar

Step 2: Connect to Intercom and Import Tickets Data

Now, connect Coefficient to your Intercom account:

• In the Coefficient sidebar, click on “Import from…”
• Scroll to find and select “Intercom” from the list of available connectors
• Log in with your Intercom credentials when prompted
• Once connected, select “Tickets” from the list of available objects
• Choose the fields you want to import
• Click “Import” to bring the data into your Excel spreadsheet

Step 3: Set Up Auto-Refresh (Optional)

To keep your Tickets data up to date automatically:

• Click on the three dots (…) next to your imported data
• Select “Auto-refresh”
• Choose your preferred refresh schedule (hourly, daily, or weekly)
• Click “Save” to activate auto-refresh