Freshdesk Connector
Intro
Freshdesk is an online help desk software program that integrates traditional support channels such as email, phone, chat, and the web with new social channels. Use Domo's Freshdesk connector to track and improve your customer experience with solutions, contacts and product data. To learn more about the Freshdesk API, visit their page (https://freshdesk.com/api).
You connect to your Freshdesk account in the Data Center. This topic discusses the fields and menus that are specific to the Freshdesk connector user interface. General information for adding DataSets, setting update schedules, and editing DataSet information is discussed in Adding a DataSet Using a Data Connector.
Prerequisites
To connect to your Freshdesk account and create a DataSet, you must have the following:
-
A Freshdesk API token
-
The domain of your Freshdesk instance
Connecting to Your Freshdesk Account
This section enumerates the options in the Credentials and Details panes in the Freshdesk Connector page. The components of the other panes in this page, Scheduling and Name & Describe Your DataSet, are universal across most connector types and are discussed in greater length in Adding a DataSet Using a Data Connector.
Credentials Pane
This pane contains fields for entering credentials to connect to your Freshdesk account. The following table describes what is needed for each field:
Field |
Description |
---|---|
API Token |
Enter your Freshdesk API token. |
Domain |
Enter the URL of your company Freshdesk instance. |
Once you have entered valid Freshdesk credentials, you can use the same account any time you go to create a new Freshdesk DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Managing User Accounts for Connectors.
Details Pane
This pane contains a primary Reports menu, along with various other menus which may or may not appear depending on the report type you select.
Menu |
Description |
||||||||||||||||||||||||||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Report |
Select the Freshdesk report you want to run. The following reports are available:
|
||||||||||||||||||||||||||||||||||||||||||||||
Select Forum |
Select the forum you want to retrieve information for. |
||||||||||||||||||||||||||||||||||||||||||||||
Select Forum Category |
Select the forum category you want to retrieve information for. |
||||||||||||||||||||||||||||||||||||||||||||||
Execution Duration |
Select whether you want to pull data for a specific date or a date range. |
||||||||||||||||||||||||||||||||||||||||||||||
Report Date |
Select whether the report data is for a specific date or for a relative number of days back from today. |
||||||||||||||||||||||||||||||||||||||||||||||
Select Specific Date |
Select the date for the report. |
||||||||||||||||||||||||||||||||||||||||||||||
Days Back |
Enter the number of past days that should appear in the report. |
||||||||||||||||||||||||||||||||||||||||||||||
Start Date |
Specify whether the first date in your date range is a specific or relative date. You select the last date in your range in End Date. |
||||||||||||||||||||||||||||||||||||||||||||||
End Date |
Specify whether the second date in your date range is a specific or relative date. You select the first date in your range in Start Date. |
||||||||||||||||||||||||||||||||||||||||||||||
Select Specific Start Date |
Select the first date in your date range. |
||||||||||||||||||||||||||||||||||||||||||||||
Select Specific End Date |
Select the second date in your date range. |
||||||||||||||||||||||||||||||||||||||||||||||
Days Back to Start From |
Enter the number of the farthest day back that should be represented in the report. Combine with Days Back to End At to create a range of represented days. For example, if you entered 10 for Days Back to Start From and 5 for Days Back to End At, the report would contain data for 10 days ago up until 5 days ago. |
||||||||||||||||||||||||||||||||||||||||||||||
Days Back to End At |
Enter the number of the most recent day back that should be represented in the report. Combine with Days Back to Start From to create a range of represented days. For example, if you entered 10 for Days Back to Start From and 5 for Days Back to End At, the report would contain data for 10 days ago up until 5 days ago. |
||||||||||||||||||||||||||||||||||||||||||||||
Ticket Display Number |
Enter the display number of the ticket you want to retrieve information for. |
||||||||||||||||||||||||||||||||||||||||||||||
Ticket Filter |
Select a filter for the tickets in your report. If you do not want to filter tickets, select All. |
||||||||||||||||||||||||||||||||||||||||||||||
Date Since |
Select whether you want to pull data for a specific date (Specific) or a set number of days back (Relative). |
||||||||||||||||||||||||||||||||||||||||||||||
Specific Date |
Select the date you want to pull data for in the date picker. |
||||||||||||||||||||||||||||||||||||||||||||||
Days Back |
Enter the number of days back you want this report to pull data for each time it runs. For example, if you entered 5, the report would pull data for 5 days ago each time it ran. |
Other Panes
For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see Adding a DataSet Using a Data Connector.
FAQs
Can I use the same account multiple times to create DataSets?
Yes.
How often can the data be updated?
As often as needed.
Are there any API limits I should be aware of?
No.