Freshdesk

Last updated on Jun 15, 2023

For creating Pipelines using this Source, Hevo provides you a fully managed BigQuery data warehouse as a possible Destination. This option remains available till the time you set up your first BigQuery Destination irrespective of any other Destinations that you may have. With the managed warehouse, you are only charged the cost that Hevo incurs for your project in Google BigQuery. The invoice is generated at the end of each month and payment is recovered as per the payment instrument you have set up. You can now create your Pipeline and directly start analyzing your Source data. Read Hevo Managed Google BigQuery.

Setup

Data Sync

Prerequisites

Your personal Freshdesk API key to authenticate Hevo to access data. The API key has access to /v2/tickets API endpoint.
The API key is generated from an ADMIN user.
Freshdesk Account Domain, which is used to access the dashboard, is available. It is usually in the format, <companyname>.freshdesk.com.
You are assigned the Team Administrator, Team Collaborator, or Pipeline Administrator role in Hevo to create the Pipeline.

Configuring Freshdesk as a Source

Perform the following steps to configure Freshdesk as a Source in Hevo:

Click PIPELINES in the Navigation Bar.
Click + CREATE in the Pipelines List View.
In the Select Source Type page, select Freshdesk.
In the Configure your Freshdesk Source page, specify the following:
- Pipeline Name: A unique name for your Pipeline.
- Domain: The domain identifier for your Freshdesk account. For example, in http://westeros.freshdesk.com, the domain name is westeros.
- API Key: The API token that you created in your Freshdesk account to enable Hevo to read the data.
- Historical Sync Duration: The duration for which the existing data in the Source must be ingested. Default duration: 30 Days.
Click TEST & CONTINUE.
Proceed to configuring the data ingestion and setting up the Destination.

Creating the API Token

Create an API token from your Freshdesk account:

Log in to your Freshdesk Support Portal.
Click on your profile picture on the top right corner.
In the drop-down list, click Profile Settings.
Copy the API key displayed on the right.

Data Replication

Default Ingestion Frequency	Minimum Ingestion Frequency	Maximum Ingestion Frequency	Custom Frequency Range (Hrs)
30 Mins	5 Mins	24 Hrs	1-24

Note: You must set the custom frequency in hours as an integer value. For example, 1, 2, 3 but not 1.5 or 1.75.

Historical Data: In the first run of the Pipeline, Hevo ingests the data of the past 30 days for the selected objects in your Freshdesk account. You can use the Change Position option for an object to load data older or recent than 30 days.

Note: Hevo ingests all available data for the Conversations object by default, potentially exceeding the Freshdesk API rate limit and increasing your Events quota consumption. However, you can disable the data ingestion for this object by contacting Hevo Support.
Incremental Data: Once the historical load is complete, all new and updated records for all object(s) are synchronized with your Destination as per the ingestion frequency.

Schema and Primary Keys

Hevo uses the following schema to upload the records in the Destination:

Data Model

The following is the list of tables (objects) that are created at the Destination when you run the Pipeline.

Table Name	Description
Agents	Contains details of all the full-time or and occasional users who log in to your help-desk. Full-time agents are those who log in to your help-desk every day, such as, support engineers. Occasional agents are those who need to log in only a few times every month, such as, the CEO or field staff.
Business Hours	Contains details of the working hours of your company. If business hours are configured, anything outside of these hours is not timed by Freshdesk.
Companies	Contains details of all the companies that contact you. All contacts from the same company are grouped under that company name for easy reference.
Contacts	Contains details of all the existing or potential customers who have raised a support ticket through any channel.
Conversations	Contains details of all the replies, as well as public and private notes added to a ticket. Notes are non-invasive ways of sharing updates about a ticket amongst agents and customers. Note: Hevo ingests all available data for this object by default, potentially exceeding the Freshdesk API rate limit and increasing your Events quota consumption. However, you can disable the data ingestion for this object by contacting Hevo Support.
Discussions	Contains details of all the conversations between customers, for example, sharing of queries, responses and ideas.
Email Configs	Contains details of all the emails received and sent through your Freshdesk account.
Groups	Contains details of collections of agents who will focus on one kind of problem and get to know the solutions and customers better.
Products	Contains details of the different products offered by your company. Each product has its own support portal URL, and agents can support all the products through a single helpdesk.
Roles	Contains details of a set of the different privileges and profiles specifying what an agent can see and do within the Freshdesk support portal.
Satisfaction Ratings	Contains details of the responses received for a customer satisfaction survey. These responses are used to generate a customer satisfaction report and evaluate the agents’ performance in addressing customer expectations.
Surveys	Contains details of customer surveys, a built-in feature in Freshdesk which is used to directly measure help-desk efficiency and customer satisfaction with every support ticket.
Tickets	Contains details of the tickets raised by a requester that need to be solved by the agents. Tickets are assigned to agents based on the subject of the ticket and agents’ expertise.
Time Entries	Contains details of the time spent by agents in resolving the issue.

Additional Information

Read the detailed Hevo documentation for the following related topics:

Limitations

Limitations

Objects such as Agents, Business Hours, Groups, and Email Groups require ADMIN access to fetch data.

Revision History

Refer to the following table for the list of key updates made to this page:

Date	Release	Description of Change
Mar-23-2023	NA	Updated sections, Data Replication and Data Model to add a note regarding Hevo ingesting all available data for the Conversations object.
Jan-10-2023	2.05	Updated section, Data Replication to mention about custom ingestion frequency.
Dec-19-2022	2.04	Updated section, Data Model to include information about the new objects supported by Hevo.
Dec-14-2022	NA	Updated section, Configuring Freshdesk as a Source to reflect the latest Hevo UI.
May-10-2022	NA	Updated section, Prerequisites to add information about the API endpoint that your API key should have access to.
Aug-09-2021	NA	Updated the default historical load duration to 30 days in the Data Replication section and suggested the Change Position option to fetch Events beyond or more recent than 30 days.