Excel Add-In for Zendesk

Zendesk has developed a certain reputation in the realm of customer service software, and its functionality pertains to a variety of mediums, ranging from text, mobile, and phone, as well as email, instant messaging, as well as social media.

Given the logistics and the afflux of data behind it, having the right means to process it properly is essential.

One example is migrating Excel data to and from the Zendesk working environment. This, and much more, are addressed by the functionality of Excel Add-In for Zendesk. This add-in was designed specifically in order to offer users with the means to connect to Microsoft Excel to Zendesk, with the purpose of loading and processing data, in a bi-directional manner.

A range of Zendesk elements are supported, such as tickets, users, as well as objects, and these can be subjected easily to cleansing or de-duplication, and taken through an Excel-specific workflow.

Establishing connectivity with Zendesk will require of users to provide their credentials, including the host, account email, as well as the corresponding API token. This connection information can be stored optionally in the Excel file, or, users can choose to re-enter it whenever they require it.