Intercom to Excel Online

Automatically Export & Sync Intercom Data to Excel Online

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

Data sets

Articles
Companies
Filterable
Companies+Contacts
Filterable
Pre-blended combo set CONTACTS
Contacts
Contacts by Segment
Filterable
Contacts+Notes by Segment
Filterable
Pre-blended combo set NOTES
ContactsAll-Last X days
Date Rangable
Conversations-Last X days
Date Rangable
Conversations+Parts-Last X days
Date Rangable
Pre-blended combo set PARTS
Segments - Company
Segments - User
Teams

Built for Synchronization

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

If you only need to export your data one time, check the website of Intercom 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 Intercom.
Intercom is a Conversational Relationship Platform that helps businesses build better customer relationships through personalized, messenger-based experiences.
Large Companies Data Set

Flatly's Intercom integration is fine-tuned to handle large volumes of Companies. This includes the Companies+Contacts pre-blended combo data set, which is particularly useful because it allows for Contacts analysis with groupings by Company, and for Company information alongside individual Contacts.


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.

File Formats

Integration Flow

Setup

Step 1

Select Intercom from the Data Source dropdown and Excel Online from the Data Destination dropdown.

Step 2

Authorize Intercom with your credentials using the OAuth flow.

Step 3

Authorize Excel Online with your credentials using the OAuth flow.

Step 4

Select your Data Set from the 12 Data Sets available using the dropdown.

Step 5

Click Flatten to sync your data.

Walkthrough Video

Extended Data Sources

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