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Excel

Connect Excel to Zendesk

Read, write, and update Zendesk data from Excel

Connect with live Zendesk data directly from Microsoft Excel. The free Excel Add-In for CData Connect AI for Spreadsheets gives you real-time access to Zendesk data, right from the Excel tool bar.

Install the Add-In, configure your Zendesk connection, and go!

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Discover what's possible with your Zendesk data in Excel

Say farewell to copy/paste

Real-time, seamless access to data removes the burden of manual data entry in Excel.

Never rely on stale data

Work with live data in Online, Windows, and Mac editions of Excel to create up-to-date reports.

Point and click configuration

Integrate data and manage connections with no code or special skills required.

Secure access and encryption

Securely govern your data with specific user permissions and built-in TLS / SSL data encryption.

Real-time access to Zendesk data from Excel

Get started

Get started in 3 simple steps

  1. Install the Excel Add-In — After installation look for the CData Connect AI for Spreadsheets button on the Excel Ribbon.
  2. Configure your Zendesk connection — Click on the Connect Spreadsheets add-in from within Excel to setup an account and configure a connection to Zendesk.
  3. Run your first query — Select any Zendesk data that you want to access. All data is exposed as standard tables and data views. You can even write custom queries with SQL to filter and join data.
Connect to Zendesk data in Excel
Automation

Automate your workflow

Spend less time copying, pasting, and importing data. Build custom reports and dashboards with automatic refreshes (hourly, daily, weekly, monthly) for real-time insights.

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Insights

Bring data to life in Excel

Bring your Zendesk data into Excel for up-to-date insights with Connect Spreadsheets. Easily combine that information with data from other sources in Excel to form a complete picture of the customer journey.

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Analysis

Zendesk reporting, analysis, and data manipulation

Perfect for mass imports / exports / updates, data cleansing & de-duplication, Excel-based data analysis, and more!

  • Modify and delete records and push updates back to Zendesk
  • Quickly export and backup data.
  • Operate on data with Charts and Pivot Tables.
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FAQs

Frequent Zendesk Excel connectivity questions

Common questions about integrating Zendesk with Microsoft Excel.

Get the Excel Add-In for Zendesk

Building custom dashboards & reports that connect with live Zendesk data has never been easier. Get the CData Excel Add-In for Zendesk now, and get connected.