In this step-by-step video guide you'll learn how to show data from a Google Sheets spreadsheet in Zendesk Support, Zendesk Sell and Zendesk Chat. We'll use FactBranch, which is a data-pipeline tool that can query different data sources and display the results in one of FactBranch's apps.
First, you need a FactBranch account. If you haven't done so, simply start your free trial today and follow this tutorial.
Then head to your list of data sources in FactBranch and add a new data source. Select Google Sheets. Click on Connect and allow FactBranch to access your Google Sheets spreadsheets.
Next we'll create a flow. FactBranch flows can contain multiple nodes, that access data, transform data or generate an output. In our case the flow will query your spreadsheet and generate a display for the FactBranch Zendesk app.
Go to your list of flows in FactBranch and add a new flow. Select Show data in the FactBranch Zendesk app.
Add a Google Sheets node by clicking on the Create node button and selecting Google Sheets.
The Google Sheets node is created outside the flow. Drag and drop it between the Zendesk App Trigger and the Zendesk App Display nodes.
Click on Edit in the Google Sheets node to enter its configuration.
Now tell the Google Sheets node to use the Google Sheets account we've connected earlier by clicking on Authentication > Select a data source > Google Sheets.
Return to the Config section and copy/paste the URL to your spreadsheet. Click Load, then select the sheet you'd like to use, click Use sheet.
Now FactBranch has loaded the sheet's structure and knows about the column titles.
Add a condition to filter rows from your spreadsheet. In our example we want to
filter rows by email address. So after creating a condition, select the column
that contains the email addresses. In the right field insert
dynamically match your email column against the email address of the ticket
Hit run to check that your query returns results from your spreadsheet. If you have to edit the input data and use a different email address.
Once you're happy with the test results, go to the Display node by clicking on NEXT NODE: Zendesk App Display.
In the Zendesk App Display node you'll see the test query results from the previous node and a button Generate template. Click it and FactBranch will generate a simple HTML template that dynamically displays the matching rows that the Google Sheets node has returned.
The templating language is close to Liquid and Jinja2 and you can learn more about advanced HTML templating in our docs.
There are three different FactBranch apps for Zendesk - so make sure to pick the correct one from the Zendesk Marketplace:
Click the Install button and follow the installation process. You might have to log in to your Zendesk account here.
When you're asked for the FactBranch API-key, copy/paste the API-key from the trigger config page in FactBranch. You can find it by going to your flow and clicking on Config in the Zendesk App Trigger box.
Optionally, you can select the roles and groups for which to install the app in your Zendesk account. Hit Install to finish setup.
Now, when you open a ticket in Zendesk Support, or any details pages in Zendesk Sell, the FactBranch app will load and display relevant data from your Google spreadsheet and will keep you from having to look up data manually all the time.
You've learned the basic setup how to show data from a spreadsheet in Zendesk using FactBranch.
Here are some ideas what to try next:
If you are stuck or have general questions and ideas, reach out to email@example.com.