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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 Saved Views data from Zendesk into Google Sheets helps support teams analyze pre-filtered ticket collections and build custom dashboards. Coefficient makes this process seamless with live data connections.
This guide will show you how to import your Zendesk Saved Views 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 Saved Views object to import.
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Step 3:
Step 3. (Optional) Enable auto-refresh to keep your saved views data updated automatically.
Step-by-Step Guide to Import Zendesk Saved Views 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 Saved Views Data
Next, select Zendesk from the available connectors and import your Saved Views data:
- In the Import section, scroll to find Zendesk under “Other” integrations
- Click on Zendesk and authorize the connection
- Select “Saved Views” from the list of available objects
- Choose the view fields you want to import (like title, restriction, active, etc.)
- Apply any filters if needed
- Click “Import” to bring the saved views data into your spreadsheet
Step 3: Set Up Auto-Refresh (Optional)
Keep your Zendesk Saved Views 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 saved views 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 Saved Views from Zendesk?
You can access Zendesk Saved Views through their web interface or API. For a more efficient approach, Coefficient connects directly to your Zendesk account and imports your Saved Views into Google Sheets, allowing you to analyze your custom ticket views and their configurations.
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How do I get a list of Saved Views in Zendesk?
In Zendesk, you can view all saved views by navigating to the Views section in your admin panel. For better management and analysis:
- Install Coefficient in Google Sheets
- Connect to your Zendesk account
- Select the Saved Views object to import
- Get a complete list with all configuration details
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How do I download Saved Views data from Zendesk?
Zendesk doesn’t offer a direct way to download saved views configurations. Coefficient solves this by:
- Creating a live connection to your Zendesk account
- Importing Saved Views metadata and configurations
- Enabling you to audit and manage your view settings
- Providing a spreadsheet-based inventory of all your views
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How to automate importing Zendesk Saved Views to Google Sheets daily?
When you need to track changes to your Zendesk views over time:
- Import your Zendesk Saved Views 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, tracking any view changes.
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How to send email alerts about Saved Views data from Zendesk?
Monitoring changes to your support team’s views is important for workflow management. With Coefficient, you can:
- Set up data alerts when views are created or modified
- Configure email notifications about view configuration changes
- Schedule regular reports showing all active views
- Distribute view inventory reports to support leaders
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