Freshdesk is a popular customer support software. It provides cutting-edge, cross-channel customer support features including bots and various other self-service solutions. You can track and manage your customer support tickets, set deadlines for their response, and bring together all your customer communications via different channels into a single platform.
This document guides you in setting up Freshdesk as a source in RudderStack. Once configured, RudderStack automatically ingests your specified Freshdesk data, which can then be routed to your data warehouse destination supported by RudderStack.
To set up Freshdesk as a source on the RudderStack dashboard, follow these steps:
Log into your RudderStack dashboard.
Then, click on the Directory option on the left navigation bar and go to Cloud Extract under Sources.
From the list of sources, click on Freshdesk.
Assign a name to your source, and click on Next.
Next, click on the Create Credentials from Scratch option, as shown:
Then, enter the required connection credentials to give RudderStack access to your Freshdesk account. The required settings are:
Account Name: Your Freshdesk account name goes here.
Subdomain: Enter your Freshdesk subdomain here.
API Key: Enter your Freshdesk API key in this field. You can get this key by logging into your Freshdesk account, clicking on your profile picture and navigating to Profile Settings. You can find the API key on the right sidebar.
Next, you will be required to set the Table Prefix. RudderStack will create a table in your warehouse with this prefix name and load all your Freshdesk data into it.
Also, set the Run Frequency to schedule the data import from your Freshdesk account to RudderStack. Optionally, you can also specify the time when you want this synchronization to start, by choosing the time under the Sync Starting At option.
Finally, choose the Freshdesk data that you wish to ingest via RudderStack. You can either select all the data, or choose specific Freshdesk data attributes, as per your requirement.
That's it! Freshdesk is now successfully configured as a source on your RudderStack dashboard.
RudderStack will start ingesting data from Freshdesk as per the specified frequency. You can further connect this source to your data warehouse by clicking on Connect Destinations or Add Destinations, as shown:
Yes, it is.
We have implemented a feature wherein RudderStack associates a table prefix for every Cloud Extract source writing to a warehouse schema. This way, multiple Cloud Extract sources can write to the same schema with different table prefixes.
To get your Freshdesk API key, follow these steps:
Log into your Freshdesk account.
Click on your profile picture and go to Profile Settings.
You can find the Freshdesk API key on the right sidebar.
You can get the detailed steps along with the screenshots on the Freshdesk support page.
If you come across any issues while configuring Freshdesk as a source on the RudderStack dashboard, please feel free to contact us. You can also start a conversation on our Slack channel; we will be happy to talk to you!