Freshdesk Data Export

Freshdesk is an online cloud-based customer service software providing helpdesk support with all smart automation to get things done faster. It creates a unified view of the customer for your sales and support team.

Step 1: Ensure you have following prerequisites to create a Freshdesk Connection in Electrik.AI

a. Freshdesk Domain Name.

b. API Key

Step 2: Sign-in into your Electrik.AI account.

Step 3: Select IO in Electrik.AI dashboard.

Step 4: Select the Connections Icon in the left most panel and Click on “Add” button on the top.

Step 5: The Source default tab is selected just click on “Freshdesk” connection.

Step 6: Enter your Freshdesk Domain URL and API Key.

Step 7: Click on Save button on the top. 

Congratulations, you have now successfully created a Freshdesk Connection in Electrik.AI.

Electrik.AI supports the following databases to export Freshdesk Data. It is important to note that Electrik.AI itself is not a destination. A destination is required to export data from various marketing data sources using Electrik.AI.

Electrik.AI creates a data flow (or ETL process) that exports Freshdesk data of your choice to a target database or data warehouse. This process runs daily at scheduled time and exports data.

Step 1: Ensure you have the following prerequisites.
1. Access to Freshdesk.
2. Freshdesk Domain URL and API Key.
3. Access to a Database of your choice (PostgreSQL, MySQL, Azure SQL, BigQuery.)
4. Database Connection Details such as Host, Port, DB Name, DB User, DB Password
Step 2: Sign-in into your Electrik.AI account.
Step 3: Select IO in Electrik.AI dashboard.

Step 4: Click on Add button to create a Freshdesk Performance Data Extractor Flow.

Step 5: Select Freshdesk Connection present in the list of available sources.

Step 6: Select your existing Freshdesk connection in Electrik.AI.

To Configure a new connection, refer to this link.

Step 7: Click on a destination of your choice from list of available destinations.
In this example we are choosing BigQuery.

Step 8: Select your existing BigQuery (Service Account) connection in Electrik.AI.
To Configure a new connection, refer to this link.

Step 9:
a. Choose the desired report to get the appropriate data. In this example we are choosing Companies.

b. Review the Data Source, Data Destination, Data Set, Report Name, Provide Success Notification Email, Failure Notification Email
Success Notification Email: Enter a valid Email ID to receive the Flow Success Email Notification.
Failure Notification Email: Enter a valid Email ID to receive the Flow Failure Email Notification.
Note: By Default, Electrik.AI uses the signed-in user’s Email Id.
c. Click “Save and Proceed” to continue.

Note: By Default, Electrik.AI chooses an existing Data Set to load your Freshdesk Report. You can create a new Dataset in your bucket by selecting the “Create Data Set” radio button.
Step 10: Please wait while you are redirected to Flow Details Screen.

Congratulations, you have now successfully setup Freshdesk Performance Report to BigQuery flow in Electrik.AI.

Your Freshdesk data will start loading after 24 hours in your Data Set.