Excel Add-In for Freshdesk

Build 24.0.9060

Establishing a Connection

Configure a Connection Profile

From the CData ribbon, click Get Data and select From Freshdesk connection/s to launch the CData Query window. To setup a new connection, you will have to click the New Freshdesk Connection button. Here you can set the connection settings, test the connection, and save the connection profile.

Connecting to Freshdesk

Freshdesk makes use of basic authentication. To connect to data, set the following connection properties:

  • Domain: Set this to the domain associated with your Freshdesk account. For example, in your URL, https://{domainValue}.freshdesk.com, thus the connection string should be:

    Domain=domainValue

  • APIKey: Set this to the API key associated with your Freshdesk account. To retrieve your API key, log in to your support Portal. Click the profile picture in the upper-right corner and select the profile settings page. The API key is available below the change password section to the right.

Connection Properties

The Connection properties describe the various options that can be used to establish a connection.

Managing Connections

After successfully authenticating to Freshdesk you will be able to customize the data you are importing. To learn more about this, see Managing Connections.

See Also

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Build 24.0.9060