Automating Data Export in Freshdesk

Hi @caroljankins 

Greetings from Freshworks community! 

I understand that you would like to have a recurring Export of your tickets with a specific time interval. This can be achieved via Analytics in Freshdesk. You can use this option to schedule the export in Daily, Weekly and Monthly basis. This data will be received in CSV format via API or Email. 

You can learn more about this in this Solution article: https://support.freshdesk.com/en/support/solutions/articles/50000000033-exporting-your-data-in-analytics 

Freshdesk Analytics also has an option of Exporting Reports of Tickets, you can have the reports customised and have them scheduled for Daily, Weekly and Monthly basis. This can be exported in PDF and CSV format. 

 You can learn more about this in this Solution article: https://support.freshdesk.com/en/support/solutions/articles/240703-scheduling-and-subscribing-to-reports-in-analytics 

I hope this helps.

Good!

Can we have an option to automate/schedule the ticket data instead of analytics.

Greetings @vijaykuniyal. Certainly, we would gladly relay this feedback to our product team. Yet, could you please inform us if there are any difficulties or issues with scheduled exports via analytics, so that we may investigate on your behalf?

Please do keep us posted. 

Cheers,
Sujitha Dhanaseelan.
Learn something new today, get recognized for your contributions, stay on top of product updates and build meaningful connections in our Freshdesk community. Fresh ideas, quality service.

Hi @caroljankins  ,

I recommend checking out Help Desk Migration—it offers the option to schedule data migration at your convenience. However, it's best to run your full migration outside of your support team's working hours. This ensures your CSV file will be as accurate as possible, and you'll avoid the need to re-run a data export.

When it comes to format, a CSV file is ideal for both backing up your data and reporting. Since this format is widely supported by most apps, you won't need to convert your data.

I’m currently using Freshdesk for customer support and need to export tickets regularly for reporting. I’d like to automate this process to save time. Does Freshdesk offer a way to schedule ticket exports? If so, how can I set this up for daily, weekly, or monthly intervals?

I’m also interested in any third-party tools or integrations that can help with automation. Additionally, could you provide guidance on the different export formats Freshdesk supports (CSV, XLS, PDF), and how to choose the best one for my reporting needs?

Lastly, what security measures are in place for scheduled exports to ensure data protection and accessibility?

Thanks for any insights or tips you can share!

Hi @Henry4u,

Greetings from Freshworks community. You can certainly schedule reports to receive data regularly. Please refer https://support.freshdesk.com/en/support/solutions/articles/240703-scheduling-reports-in-analytics on how you can setup the schedule Daily, weekly and Monthly. 

You can get the data in CSV or PDF and based on your requirement you can choose the type of data type.

Regarding scheduled exports in Freshdesk , its protected by encryption and secure access controls. All data in transit is encrypted using HTTPS with TLS 1.2. I hope this helps!