Connect Microsoft Excel and Freshservice to unlock the power of automation

To set up the integration between Microsoft Excel and Freshservice, you will need to use our platform to create a workflow that connects the two apps. Begin by selecting Microsoft Excel as your trigger app and choose an event such as 'New Row Added' or 'Row Updated.' Then, select Freshservice as your action app and choose an event like 'Create Ticket' or 'Update Ticket.' Follow the on-screen instructions to authorize both apps and configure your workflow.

Within this integration, you can set triggers from Microsoft Excel such as 'New Row Added', where a new row in a specified sheet will trigger an action, or 'Row Updated', which triggers when any updates are made to existing rows. These triggers enable seamless data movements from Excel into Freshservice.

Yes, by configuring a workflow where changes or additions to a Microsoft Excel spreadsheet act as triggers, you can automate ticket creation in Freshservice. For example, whenever a new row is added in your specified sheet on Excel, it can automatically generate a new ticket in Freshservice.

When you're integrating these two platforms through our system, you could perform actions such as creating tickets, updating tickets with new information from your spreadsheets, or even adding private notes to existing tickets in Freshservice based on data changes made in Excel.

Before starting the integration process, ensure that you have administrative rights for both Microsoft Excel and Freshservice accounts as you'll need to authorize these applications during the setup process. Additionally, having clear mapping of which columns translate into what fields within your ticketing system would help streamline setting up automation workflows.

We prioritize security in all integrations. When data is transferred between Microsoft Excel and Freshservice via our platform, it uses encryption protocols for transferring information securely. Both applications will require authorization before they can interact with each other.

Absolutely! By setting up a 'Row Updated' trigger for your spreadsheet within our platform, you can perform actions like updating tickets or sending notifications within Freshservice whenever there's an update to existing rows in your Microsoft Excel sheet.