Freshservice to Excel Online for Business

Automatically Export & Sync Freshservice Data to Excel Online for Business

Freshservice
a black arrow pointing to the right
Excel Online for Business
Full data sets
No code
No complicated flow charts
No triggers
Set up in under 3 minutes
No instructions needed

Data sets

Agents
Agent Roles
Agent Groups
Assets
Assets+Components
Pre-blended combo set COMPONENTS
Assets+Requests
Pre-blended combo set REQUESTS
Assets+Contracts
Pre-blended combo set CONTRACTS
Asset Types
Changes-All
Changes by Filter
Filterable
Departments
Locations
Products
Projects
Projects+Tasks
Pre-blended combo set TASKS
Releases
Requesters
ServiceRequests+Items-Alltime
Pre-blended combo set REQUESTED-ITEMS
ServiceRequests+Items-Last X days
Date Rangable
Pre-blended combo set REQUESTED-ITEMS
Tickets+Requesters-Alltime
Filterable
Tickets+Requesters-Last X days
Date Rangable
Filterable
Tickets+Conversations-Alltime
Filterable
Pre-blended combo set CONVERSATIONS
Tickets+Conversations-Last X days
Date Rangable
Filterable
Pre-blended combo set CONVERSATIONS
Tickets+TimeEntries-Alltime
Filterable
Pre-blended combo set TIME-ENTRIES
Tickets+TimeEntries-Last X days
Date Rangable
Filterable
Pre-blended combo set TIME-ENTRIES
Vendors

Built for Synchronization

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

If you only need to export your data one time, check the website of Freshservice 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 Freshservice.
Freshservice is a cloud-based IT Help Desk and service management solution that enables organizations to simplify their IT operations. The solution offers features that include a ticketing system, self-service portal and knowledge-base.
Combo Data Sets

Flatly's pre-blended combo data sets from Freshservice are some of the most comprehensive in the industry. They take slightly longer to process, but their utility in a business intelligence context is unparalleled. These data sets are automatically presented in a left-joined format, with parent data sets repeated and child data sets unique to each row. This enables an analyst to examine individual child records with vital context from the parent records, without doing any additional blending or mapping.

Analytics Export

The Universal JSON Data Source in Flatly can be used to automatically extract the Scheduled Data Export JSON provided by Freshservice for custom use cases that go beyond the standard data resources provided by the Freshervice API. Flatly will try to automatically detect keys and values and produce a useful table. Additional layout options are available with assistance from Flatly Support.

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.

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

File Formats

XLSX (Parsed)
XLSX (Raw)
CSV File

Integration Flow

Setup

Step 1

Select Freshservice from the Data Source dropdown and Excel Online for Business from the Data Destination dropdown.

Step 2

Authorize Freshservice with your credentials using the Basic Authentication flow.

Step 3

Authorize Excel Online for Business with your credentials using the OAuth flow.

Step 4

Select your Data Set from the 26 Data Sets available using the dropdown.

Step 5

Click Flatten to sync your data.

Walkthrough Video

Extended Data Sources

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