Flatly

Flatly is an easy-to-use SaaS app that auto-exports and flattens Freshdesk data (full Tickets list, full Contacts list, etc.) to Google Sheets, Excel Online and CSV files in cloud drives like Dropbox, Box, OneDrive, Azure and Amazon every 10 minutes.

Install available only on Desktop

Published by Flatly
2 months ago

in Data Migration, Reporting and Analytics, Workflow Automation

Help and Supportsupport@flatly.io https://flatly.io/helpdesk

Flatly

Flatly is an easy-to-use SaaS app that auto-exports and flattens Freshdesk data (full Tickets list, full Contacts list, etc.) to Google Sheets, Excel Online and CSV files in cloud drives like Dropbox, Box, OneDrive, Azure and Amazon every 10 minutes.

					        	Without writing any code or worrying about technical complexities, Freshdesk users can configure Flatly to setup recurring, automatic jobs that generate Sheets or CSV files in cloud drives.

Freshdesk Use Cases:  [1] Data Backup, [2] Historical Data Snapshots, [3] Cross-team Collaboration, [4] Custom Analytics, [5] Data-bridging to third party BI, dashboard and reporting apps, [6] Data-merging with other flattened data (Combining Helpdesk data with Accounting data, Marketing data, CRM data, etc.)

Interface:  Point and click.

Pricing:  Flatly offers a Sponsored Free plan (100K cell limit per Job).  It also offers higher capacity plans starting at $9 per month supporting millions of cells per Job.

Support:  Flatly Support responds to tickets (we use Freshdesk too!) same-day, on average.
					        	
							No installation required.  Flatly is a pure cloud, Software as a Service app that runs in your browser.
No technical expertise is required.

Getting started:  
[1] Keep Freshdesk open in a browser tab, make note of your exact Freshdesk domain and Freshdesk API token/key.  
[2] Open Flatly.IO in a second browser tab and sign-up/login to Flatly.
[3] Select Freshdesk from the Select Source dropdown menu.
[4] Select Destination and authorize your cloud drive.
[5] Authorize Freshdesk (enter your Freshdesk domain name *without the HTTP prefix and without the Freshdesk.com suffix*)
[6] Select Target Folder
[7] Select a Freshdesk data object from the dropdown, for example "Tickets".  (Note, you can merge 2 more objects later, inside a third party Sheets app or using a third party BI app).
[8] Set the remaining preferences
[9] Click Run Once, to test the Job.  Then open your cloud drive (example:  Google Sheets) in a third browser tab and review the output.
[10] If your data looks good, click Run Per Schedule, and you're done!  You don't have to return to Flatly -but it's a good idea to login periodically and check your Logs for any issues.

Note:  Many users use Google Sheets' importrange and vlookup functions to merge data objects.  It takes about 10-30 minutes to setup and will enable you apply formulas and formatting to your data in a *second* sheet that imports data from the sheet to which Flatly flattened your Freshdesk data.

Alternatively, consider connecting your cloud drive (with the flattened data in it) to a powerful BI app like Slemma, DataHero,
or PowerBI (see their very simple connection processes).
							

Help and Supportsupport@flatly.io https://flatly.io/helpdesk

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