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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Importing Organizations data from Zendesk into Google Sheets helps support teams track customer accounts and analyze organization-level ticket trends. Coefficient makes this process seamless with live data connections.
This guide will show you how to import your Zendesk Organizations data into Google Sheets quickly and efficiently.
TLDR
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Step 1:
Step 1. Open Google Sheets > Extensions > Add-ons > Get add-ons > Install Coefficient from Google Workspace Marketplace.
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Step 2:
Step 2. Connect your Zendesk account and select the Organizations object to import.
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Step 3:
Step 3. (Optional) Enable auto-refresh to keep your data updated automatically.
Step-by-Step Guide to Import Zendesk Organizations Data
Step 1: Install and Connect Coefficient
Begin by installing the Coefficient add-on for Google Sheets and connecting to your Zendesk account:
- Open your Google Sheet
- Click on Extensions > Add-ons > Get add-ons
- Search for “Coefficient” and install from Google Workspace Marketplace
- Once installed, open the Coefficient sidebar by clicking Extensions > Coefficient > Launch
- In the sidebar, click “Import Data”
Step 2: Select Zendesk and Import Organizations Data
Next, select Zendesk from the available connectors and import your Organizations data:
- In the Import section, scroll to find Zendesk under “Other” integrations
- Click on Zendesk and authorize the connection
- Select “Organizations” from the list of available objects
- Choose the fields you want to import (like name, domain, tags, etc.)
- Apply any filters if needed
- Click “Import” to bring the data into your spreadsheet
Step 3: Set Up Auto-Refresh (Optional)
Keep your Zendesk Organizations data up to date by setting up automatic refreshes:
- After importing your data, click on the Coefficient menu in your sheet
- Select the imported Zendesk data
- Click on “Refresh settings”
- Choose your preferred schedule (hourly, daily, or weekly)
- Confirm your settings to enable auto-refresh
Available Zendesk Objects
- Tickets
- Organizations
- Users
Related Zendesk Use Cases
How to Import Users Data from Zendesk into Google Sheets
Discover how to import live Users data from Zendesk into Google Sheets using Coefficient for better agent performance tracking and customer management.
How to Import Tickets Data from Zendesk into Google Sheets
Learn how to import live Tickets data from Zendesk into Google Sheets using Coefficient for better ticket tracking, analysis, and reporting.
How to Import Saved Views Data from Zendesk into Google Sheets
Learn how to import Zendesk Saved Views data into Google Sheets using Coefficient for more efficient ticket management and custom support analytics.
Frequently Asked Questions
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How to get Organizations from Zendesk?
You can access Zendesk Organizations through their API or by exporting directly from your admin dashboard. For a more seamless approach, Coefficient connects directly to your Zendesk account and imports live Organizations data into Google Sheets with just a few clicks.
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How do I get a list of Organizations in Zendesk?
In Zendesk, you can view Organizations by navigating to the Organizations section in your admin panel. However, for detailed analysis and reporting:
- Install Coefficient in Google Sheets
- Connect to your Zendesk account
- Select Organizations object to import a complete list with all metadata
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How do I download Organizations data from Zendesk?
While Zendesk allows CSV exports of Organizations data through their interface, these quickly become outdated. Coefficient offers a better solution by:
- Creating a live connection to your Zendesk account
- Importing Organizations data with all fields and custom attributes
- Enabling automatic refreshes to keep data current
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How to automate importing Zendesk Organizations to Google Sheets daily?
Manual imports are time-consuming and error-prone. To automate daily imports:
- Import your Zendesk Organizations data using Coefficient
- Click the refresh settings on your imported data
- Select daily refresh and your preferred time
Coefficient will handle the daily updates automatically.
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How to send email alerts about Organizations data from Zendesk?
Monitoring organization-level changes is crucial for support teams. With Coefficient, you can:
- Set up data alerts based on specific conditions in your Organizations data
- Configure email notifications to be sent when those conditions are met
- Schedule regular report emails with the latest Organizations data
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