Connect Freshdesk to Excel Power Query for Insightful Visualizations

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What is Freshdesk?

Freshdesk is a popular customer support software designed to streamline customer interactions and improve customer satisfaction. Enterprise companies benefit from Freshdesk by centralizing their support inquiries, automating workflows, and tracking customer interactions. With its robust reporting capabilities, Freshdesk helps large organizations monitor and measure customer service performance and identify areas for improvement.

What is Excel Power Query?

Excel Power Query is a powerful data analysis and transformation tool within Microsoft Excel, enabling users to connect, combine, and manipulate data from various sources. Enterprise companies benefit from using Excel Power Query to create custom reports, analyze data, and make informed decisions based on their findings. By connecting data sources like Freshdesk to Excel Power Query, businesses can unlock valuable insights into their customer support operations.

Connecting Freshdesk to Excel Power Query

Connecting Freshdesk to Excel Power Query can be done in several ways:

  • Use the Freshdesk API to manually import support tickets and related data into Excel Power Query. This method requires technical knowledge of API calls and may be time-consuming to set up and maintain.
  • Export Freshdesk data to a CSV file and then import it into Excel Power Query. This is a simple but manual process that may not be suitable for organizations with large volumes of data requiring frequent updates.
  • Utilize a cloud-based data connector service like Zapier or Microsoft Flow to automate the data transfer process. While these services can simplify the process, they may have limitations in terms of data volume and customization options.
  • Instead of these methods, choose Improvado to ease the process of connecting Freshdesk to Excel Power Query. Improvado offers a seamless, scalable, and customizable solution designed specifically for large enterprises.

By using Improvado, you can extract and load data from Freshdesk to Excel Power Query without the need for manual intervention or complex API calls. This simplifies the data import process and ensures you have access to the most up-to-date information in your Excel Power Query dashboard.

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We now rely fully on Improvado for multiple dashboards that we use for day-to-day marketing operations and strategy, as well as for presentations to executive leadership.

Waleed Noury, Senior Media Analyst at Activision
Waleed Noury
Senior Media Analyst
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Connecting Freshdesk to Excel Power Query with Improvado

Improvado is the best solution for connecting Freshdesk to Excel Power Query for several reasons. First, it's designed to handle large volumes of data, making it ideal for enterprise organizations. Second, Improvado's platform is highly customizable, allowing you to tailor the data extraction and transformation process to suit your unique needs. Third, Improvado offers an extensive list of metrics and dimensions that can be automatically extracted from Freshdesk, ensuring you have access to the data you need for comprehensive analysis. Finally, Improvado provides top-notch customer support to ensure a smooth and successful integration.

Summary of connection Freshdesk to Excel Power Query

In summary, connecting Freshdesk and Excel Power Query will enable you to visualize and analyze your customer support data and make informed decisions based on your findings. Improvado is the ideal solution for this integration, as it offers scalability, customization, high-quality customer support, and the ability to process large volumes of data. With Improvado, you can centralize your marketing and sales data, creating a seamless and efficient data analysis process. To learn more about how Improvado can help your organization, book a call with one of our experts today.

Reliable insights with Improvado

Trusted by the leading data-driven companies, Improvado is an advanced marketing analytics providing businesses with fully automated no-code data pipelines: from data to insights.

  • Reliable data pipeline — automatically get analysis-ready data from hundreds of marketing platforms.
  • Any BI platform — clean and consistent dashboards in Looker Studio, Tableau, and PowerBI.
  • Compliance – HIPAA, GDPR, CCPA, and SOC2 certified, Improvado covers your data pipeline with Enterprise-grade SLA.
  • Best in class Customer Success – dedicated CSMs and Professional Services to build custom data connectors and modify dashboards.
Improvado helps ASUS streamline global marketing reporting.
Illy employs Improvado to unify marketing data from 140 regional branches.
Activision relies fully on Improvado for its marketing dashboard.

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