Connect Freshdesk to MS Excel Without SQL

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What is Freshdesk?

Freshdesk is a cloud-based customer support platform designed to help businesses streamline their customer service processes. With Freshdesk, enterprise companies can efficiently manage support tickets, customer interactions, and support agents through a centralized system. Features like automation, reporting, and integrations with other tools allow businesses to deliver a high-quality customer experience while reducing response times and simplifying agent workflows.

What is MS Excel?

MS Excel is a widely used spreadsheet software that comes as a part of the Microsoft Office Suite. It is a powerful tool for data management, analysis, and visualization, making it an essential resource for enterprise companies. MS Excel offers various features such as data sorting, filtering, and the use of formulas and functions, which can help businesses make better-informed decisions based on data insights. Moreover, MS Excel is compatible with numerous other software solutions, thus making it a versatile and valuable tool for any organization.

Connecting Freshdesk to MS Excel

Connecting Freshdesk to MS Excel can be done through various methods:

  • Export data from Freshdesk in CSV format and then import the CSV file into MS Excel. This method is simple and can be done manually, but it might not be suitable for large volumes of data or real-time data updates.
  • Use a third-party integration tool like Zapier or Integromat to automate the process of data transfer between Freshdesk and MS Excel. This method is more efficient and can handle larger data volumes, but it might require some technical expertise and additional costs for the integration services.
  • Develop a custom solution using Freshdesk and MS Excel APIs. This method allows for greater flexibility and customization but requires significant development time and expertise in both systems.
  • Utilize a dedicated data connector like Improvado to streamline the process of extracting and loading Freshdesk data into MS Excel. This method offers numerous advantages over the other options, including scalability, ease of use, and the ability to handle large volumes of data seamlessly.

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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
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Connecting Freshdesk to MS Excel with Improvado

Improvado is the best solution for connecting Freshdesk to MS Excel because it simplifies the entire process, from data extraction to visualization. With Improvado, you can easily extract data from Freshdesk and load it into MS Excel without the need for manual intervention or complex integrations. Improvado's advanced marketing analytics platform provides a complete data pipeline, from data extraction and transformation to data normalization and visualization.

Using Improvado, you can automatically extract a wide range of metrics and dimensions from Freshdesk, allowing you to create customized reports and dashboards in MS Excel. Additionally, Improvado supports data centralization, enabling you to combine data from various marketing and sales platforms for a comprehensive analysis. This powerful solution can handle large volumes of data while offering scalability and customization to meet the needs of any enterprise company.

Summary of connection Freshdesk to MS Excel

In summary, connecting Freshdesk and MS Excel can be achieved through various methods, but using Improvado is the most efficient and effective solution. Improvado offers scalability, customization, high-quality customer support, the ability to process large volumes of data, and data centralization. By choosing Improvado, you can streamline the process of extracting, transforming, and visualizing Freshdesk data in MS Excel, ultimately enabling better decision-making and insights. To learn more about how Improvado can help you connect Freshdesk to MS Excel, 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.
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