How to Import Organizations Data from Zendesk into Excel

Importing Organizations data from Zendesk into Excel helps support teams analyze company-level metrics, track business relationships, and optimize account management. Coefficient makes this process seamless and automatic.

This guide will show you how to import your Zendesk Organizations data into Excel using Coefficient.

Step 1: Install Coefficient and Connect to Zendesk

First, you’ll need to install the Coefficient add-in for Excel and connect to your Zendesk 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.

Step 2: Import Zendesk Organizations Data

Now that you’re connected, you can import your Zendesk Organizations data:

1. Select “Zendesk” from the list of available connectors.
2. Enter your Zendesk subdomain and log in when prompted.
3. Choose “Organizations” from the list of available objects.
4. Select the fields you want to import (e.g., name, domain names, tags, notes, created date).
5. Apply any filters if needed to narrow down the data.
6. Click “Import” to bring your Organizations data into Excel.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Zendesk Organizations 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.