How to Create Zendesk Tickets When New Row is Added to Excel Using Pabbly Connect

Learn how to automate Zendesk ticket creation from new rows in Excel using Pabbly Connect. Step-by-step guide for seamless integration. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Excel and Zendesk Integration

To create Zendesk tickets when new rows are added to Excel, we will use Pabbly Connect. Start by signing up for a free account on Pabbly Connect. This platform allows you to automate workflows between applications seamlessly.

Once logged in, navigate to the dashboard and click on ‘Create Workflow’. Name your workflow, for example, ‘Excel to Zendesk’ and click on ‘Create’. This will open the workflow interface where you can set up triggers and actions.

2. Configuring the Trigger in Pabbly Connect with Excel

In this section, we will set up the trigger that detects new rows in Excel. Select Pabbly Connect and choose Microsoft Excel as your app. For the trigger event, select ‘New Row in Worksheet’.

• Choose your Excel account and click on ‘Connect’.
• Select the workbook containing your ticket details.
• Choose the specific worksheet where new rows will be added.

After selecting the worksheet, click on ‘Save and Send Test Request’. This action will pull the latest row of data from your Excel sheet into Pabbly Connect, confirming that your trigger is set up correctly.

3. Creating Zendesk Tickets Using Pabbly Connect

Now that the trigger is configured, we will set up the action to create a ticket in Zendesk. In the action window of Pabbly Connect, search for Zendesk and select it as your app. Choose ‘Create Ticket’ as the action event.

Click on ‘Connect’ and enter your Zendesk credentials, including username, password, and subdomain. Make sure to enable password access for API support in your Zendesk settings. Once connected, you will see fields to map the ticket details from the Excel row.

• Map the subject and description fields from the Excel data.
• Select the requester name and email from the Excel row.
• Set the priority and status for the ticket.

Once all necessary fields are mapped, click on ‘Save and Send Test Request’ to create a test ticket in Zendesk. This ensures that your integration via Pabbly Connect is functioning as expected.

4. Testing the Integration Between Excel and Zendesk

After setting up the integration, it’s crucial to test it to ensure everything works smoothly. Go to your Zendesk account and check the tickets section. You should see the newly created ticket reflecting the details from your Excel sheet.

Every time you add a new row in your specified Excel worksheet, Pabbly Connect will automatically create a ticket in Zendesk. This automation saves time and reduces manual entry errors.

If you need to change the polling frequency for how often Pabbly Connect checks for new rows, you can contact support for assistance. This flexibility allows you to tailor the integration to your workflow needs.

5. Conclusion: Automate Your Workflow with Pabbly Connect

In this tutorial, we explored how to use Pabbly Connect to automate the creation of Zendesk tickets from new rows added to Excel. By following these steps, you can enhance your workflow efficiency significantly.

With Pabbly Connect, you can integrate various applications seamlessly, allowing for better data management and improved response times. Start automating your tasks today!