Freshdesk Contact Center to Microsoft Power BI

Automatically Export & Sync Freshdesk Contact Center Data to Microsoft Power BI

Freshdesk Contact Center
a black arrow pointing to the right
Microsoft Power BI
Full data sets
No code
No complicated flow charts
No triggers
Set up in under 3 minutes
No instructions needed

Data sets

Calls-All+Metrics
Pre-blended combo set METRICS

Built for Synchronization

This service is designed to help anyone continuously export (i.e. "sync") data from Freshdesk Contact Center.

If you only need to export your data one time, check the website of Freshdesk Contact Center 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 Freshdesk Contact Center.
Freshdesk Contact Center is a cloud based suite of applications for call center operations.
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.

Opening CSV or XLSX in PowerBI

The cloud version of PowerBI reads XLSX or CSV files directly from OneDrive for Business. On the "Create" panel select either file format presented in the center of the screen. Then click Browse OneDrive.

PowerBI reads CSV or XLSX files directly from OneDrive for Business.

File Formats

Integration Flow

Setup

Step 1

Select Freshdesk Contact Center from the Data Source dropdown and Microsoft Power BI from the Data Destination dropdown.

Step 2

Authorize Freshdesk Contact Center with your credentials using the Basic Authentication flow.

Step 3

Authorize Microsoft Power BI with your credentials using the OAuth flow.

Step 4

Select your Data Set from the 1 Data Sets available using the dropdown.

Step 5

Click Flatten to sync your data.

Walkthrough Video

Extended Data Sources

Get started with your data pipelines

Connect your data with our turnkey data integration solution so you can focus on running your business.