How to Import Users Data from Zendesk into Google Sheets

using Coefficient google-sheets Add-in (500k+ users)

Discover how to import live Users data from Zendesk into Google Sheets using Coefficient for better agent performance tracking and customer management.

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Importing Users data from Zendesk into Google Sheets helps support teams track agent performance and manage customer information efficiently. Coefficient creates a seamless connection that keeps your data accurate and up-to-date.

This guide will show you how to import your Zendesk Users data into Google Sheets quickly and efficiently.

TLDR

  • Step 1:

    Step 1. Open Google Sheets > Extensions > Add-ons > Get add-ons > Install Coefficient from Google Workspace Marketplace.

  • Step 2:

    Step 2. Connect your Zendesk account and select the Users object to import.

  • Step 3:

    Step 3. (Optional) Enable auto-refresh to keep your users data updated automatically.

Step-by-Step Guide to Import Zendesk Users Data

Step 1: Install and Connect Coefficient

Begin by installing the Coefficient add-on for Google Sheets and connecting to your Zendesk account:

  1. Open your Google Sheet
  2. Click on Extensions > Add-ons > Get add-ons
  3. Search for “Coefficient” and install from Google Workspace Marketplace
  4. Once installed, open the Coefficient sidebar by clicking Extensions > Coefficient > Launch
  5. In the sidebar, click “Import Data”
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Select Zendesk and Import Users Data

Next, select Zendesk from the available connectors and import your Users data:

  1. In the Import section, scroll to find Zendesk under “Other” integrations
  2. Click on Zendesk and authorize the connection
  3. Select “Users” from the list of available objects
  4. Choose the user fields you want to import (like name, email, role, organization, etc.)
  5. Apply any filters if needed (such as user role or created date)
  6. Click “Import” to bring the user data into your spreadsheet
Various integration options like Excel, Gmail, CSV, and Connect Any API under the Other category.

Step 3: Set Up Auto-Refresh (Optional)

Keep your Zendesk Users data up to date by setting up automatic refreshes:

  1. After importing your data, click on the Coefficient menu in your sheet
  2. Select the imported Zendesk users data
  3. Click on “Refresh settings”
  4. Choose your preferred schedule (hourly, daily, or weekly)
  5. Confirm your settings to enable auto-refresh
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Zendesk Objects

  • Tickets
  • Organizations
  • Users

Frequently Asked Questions

  • How to get Users from Zendesk?

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    You can access Zendesk Users through their admin interface, API, or by exporting to CSV. For a more efficient solution, Coefficient connects directly to your Zendesk account and imports live Users data into Google Sheets with all fields and custom user fields intact.

  • How do I get a list of Users in Zendesk?

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    In Zendesk, you can view users by navigating to the Users section in your admin panel. For better analysis:

    • Install Coefficient in Google Sheets
    • Connect to your Zendesk account
    • Select the Users object to import
    • Choose which user fields you need for your analysis
  • How do I download Users data from Zendesk?

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    While Zendesk allows CSV exports of user data, this creates static snapshots that quickly become outdated. Coefficient offers a better approach by:

    • Creating a live connection to your Zendesk account
    • Importing Users data with all standard and custom fields
    • Setting up automatic refreshes to keep data current
    • Enabling seamless analysis alongside other business data
  • How to automate importing Zendesk Users to Google Sheets daily?

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    Manual user data imports are inefficient and time-consuming. To automate daily imports:

    • Import your Zendesk Users 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, ensuring fresh user data.

  • How to send email alerts about Users data from Zendesk?

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    Monitoring user changes is important for support team management. With Coefficient, you can:

    • Set up data alerts based on user conditions (e.g., new agents added)
    • Configure email notifications when those conditions are met
    • Schedule regular report emails with key user metrics
    • Distribute agent performance data to stakeholders automatically
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