Excel Add-in for Zendesk is a part of Excel import and export add-ins package, enabling users to synchronize data from some popular CRMs, DBs, Clouds and other data sources, with Excel.
Before you can start working with add-in, a connection to Zendesk must be established. For a successful connection, you will need to provide correct Zendesk host, email and API token. You can also specify a few other connection settings, test if the connection is working and save these settings for later.
When a successful connection was established, you can start importing the data from Zendesk. For that purpose, an Import Wizard was added, consisting of Visual Query Builder, where you can specify tables, columns, data filtering and ordering, and custom SQL Query editor, for specifying your own import SQL statements. Data can be also previewed before making the import.
When Zendesk data has been imported to Excel, all of the Excel's capabilities can be used on this data, such as creating Graphs, calculating field averages and similar. Imported data can be also edited, and saved back to Zendesk. And, if a mistake was made when saving data back to Zendesk, it can be also rolled back.
Data can be refreshed from Zendesk, by clicking on Refresh button. Also, when editing the imported data, changes are highlighted. Changes are also instantly validated, ensuring an error free commit back to Zendesk. In addition, added Options button allows you to set coloring, error handling, and some other settings as well.
Reviewed by Tony Hill (editor rating 4 out of 5 stars)