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Transfer Data from Excel to Freshdesk

This article explains how to transfer data from Excel to Freshdesk using the Excel Add-In for Freshdesk.

The CData Excel Add-In for Freshdesk enables you to edit and save Freshdesk data directly from Excel. This article explains how to transfer data from Excel to Freshdesk. This technique is useful if you want to work on Freshdesk data in Excel and update changes, or if you have a whole spreadsheet you want to import into Freshdesk. In this example, you will use the Tickets table; however, the same process will work for any table that can be retrieved by the CData Excel Add-In.

Establish a Connection

If you have not already done so, create a new Freshdesk connection by clicking From Freshdesk on the ribbon.

FreshDesk makes use of basic authentication. To connect to data, set the following connection properties:

  • Domain: Set this to the domain associated with your FreshDesk account. For example, in your URL: https://my_domain.freshdesk.com.
  • APIKey: Set this to the API key associated with your FreshDesk account. To retrieve your API key, Log into your support Portal -> Click on profile picture in the top right corner -> profile settings page. The API key will be available below the change password section to the right.

Retrieve Data from Freshdesk

To insert data into Freshdesk, you will first need to retrieve data from the Freshdesk table you want to add to. This links the Excel spreadsheet to the Freshdesk table selected: After you retrieve data, any changes you make to the data are highlighted in red.

  1. Click the From Freshdesk button on the CData ribbon. The Data Selection wizard is displayed.
  2. In the Table or View menu, select the Tickets table.
  3. In the Maximum Rows menu, select the number of rows you want to retrieve. If you want to insert rows, you need to retrieve only one row. The Query box will then display the SQL query that corresponds to your request.
  4. In the Sheet Name box, enter the name for the sheet that will be populated. By default the add-in will create a new sheet with the name of the table.

Insert Rows to Freshdesk

After retrieving data, you can add data from an existing spreadsheet in Excel.

  1. In a cell after the last row, enter a formula referencing the corresponding cell from the other spreadsheet; for example, =MyTicketsSheetInExcel!A1.
  2. After using a formula to reference the cells you want to add to Freshdesk, select the cells that you are inserting data into and drag the formula down as far as needed. The referenced values you want to add will be displayed on the Tickets sheet.
  3. Highlight the rows you want to insert and click the Insert Rows button.

As each row is inserted, the Id value will appear in the Id column and the row's text will change to black, indicating that the record has been inserted.