Zendesk Sell to Excel Online

Automatically Export & Sync Zendesk Sell Data to Excel Online

Zendesk Sell
a black arrow pointing to the right
Excel Online
Conjuntos de datos completos
No se necesitan instrucciones
Sin código
Sin diagramas de flujo complicados
Sin desencadenantes
Se configura en menos de 3 minutos
Flat pricing starting at $19 /month

Conjuntos de datos

Calls-All
Calls+Users
Pre-blended combo set USER
CallOutcomes+Users
Pre-blended combo set USER
Contacts-All
Filterable
Contacts-CurrentCustomers
Filterable
Contacts-CurrentProspects
Filterable
Contacts+Calls
Filterable
Pre-blended combo set CALLS
Contacts+Collaborations
Filterable
Pre-blended combo set COLLABORATIONS
Contacts+Notes
Filterable
Pre-blended combo set NOTES
Contacts+Visits
Pre-blended combo set VISITS
Collaborations-All
CustomFields-Contacts
CustomFields-Deals
CustomFields-Leads
CustomFields-Prospect+Customer
Deal-All
Filterable
Deal-Hot
Filterable
Deals+Notes
Filterable
Pre-blended combo set NOTES
DealSources
Leads-All
Filterable
Leads+Calls
Filterable
Pre-blended combo set CALLS
Leads+Collaborations
Filterable
Pre-blended combo set COLLABORATIONS
Leads+Notes
Filterable
Pre-blended combo set NOTES
Leads+Visits
Pre-blended combo set VISITS
LeadSources
Notes-All
Organizations
Filterable
Orders+LineItems-All
Pre-blended combo set LINE-ITEMS
Pipelines
Products
Stages
Tasks
Filterable
Users
VisitOutcomes

Información adicional

This service is designed to help anyone continuously export (i.e. "sync") bulk data from Zendesk Sell.

If you only need to export your data one time, check the website of Zendesk Sell to see if their service offers a one-time export feature natively. Sometimes a Data Source's native export feature may provide not as much data as its API does, in which case Flatly is the solution.

Additional Information

Flatly uses official API channels to provide an integration with Zendesk Sell.
Zendesk is a service-first CRM company that builds software designed to improve customer relationships.
Scopes

Flatly's access to Plaid and Plaid's downstream connected financial institutions is read-only access to text. It is limited to account data (words, numbers, dates). It does not include any money-movement, transfer capabilities or account holder profiles/identities.

Plaid alone interfaces directly with financial institutions, caches data from those institutions on Plaid infrastructure, and then makes the appropriate scoped subset of that data available to partners like Flatly using secure connections called client libraries.

Scopes

Flatly provisions and manages its own App Folder in OneDrive (personal), which contains CSV files or XLSX files refreshed by Flatly. Flatly only has access to this one folder. This folder is like an isolated container that you can move anywhere inside your OneDrive (personal), or rename. Unlike other apps, Flatly does not request overly broad access to all folders and files in your OneDrive (personal).

As of 2024, Microsoft has not yet rolled out the App Folder architecture for OneDrive for Business. Nevertheless, Flatly only provisions and manages a folder in /apps/Flatly in anticipation of Microsoft's future roll-out with parity, even though the only offered scopes for OneDrive for Business are drive-wide.

Excel Online XLSX files can be stored in and opened directly from OneDrive or OneDrive for Business.

Formatos de archivo

Integration Flow

Setup

Step 1

Select Zendesk Sell from the Data Source dropdown and Excel Online from the Data Destination dropdown.

Step 2

Authorize Zendesk Sell with your credentials using the flow.

Step 3

Authorize Excel Online with your credentials using the flow.

Step 4

Select your Data Set from the 34 Data Sets available using the dropdown.

Step 5

Click Flatten to sync your data.

Vídeo tutorial

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