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Question

How to transfer survey results in Microsoft Excel to Zendesk?

  • 13 February 2022
  • 1 reply
  • 14 views
O

Hi all, 

I am trying to integrate Excel with Zendesk (automatically update customer records on Zendesk using data stored in an Excel Spreadsheet). Particularly, I would like to automatically feed survey results into specific fields on customers’ accounts in Zendesk.

 

Unfortunately, I am not very proficient with tech, so i would really appreciate your help. Basically, I would like to find out if it is possible to automate the process of moving survey results from Excel (or directly from Microsoft Forms) to specific fields in Zendesk. If so, I would be grateful if you could give me an overview of how I could do that. If it is impossible I would appreciate if you could recommend any alternative. 

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

1 reply

Troy Tessalone
Userlevel 7
Badge +14

Hi @OlaS 

Might be a good idea to start by reviewing some help articles around Zap Basics: https://zapier.com/help/create/basics

 

Then check out the available triggers/actions for each app via Zaps…

Excel: https://zapier.com/apps/excel/integrations#triggers-and-actions

Zendesk: https://zapier.com/apps/zendesk/integrations#triggers-and-actions

 

This help article shows how to map fields between Zap steps using the ‘custom’ mapping option: https://zapier.com/help/create/basics/set-up-your-zap-action

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
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