How to load data from Freshdesk to MongoDB

Learn how to use Airbyte to synchronize your Freshdesk data into MongoDB within minutes.

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Set up a Freshdesk connector in Airbyte

Connect to Freshdesk or one of 400+ pre-built or 10,000+ custom connectors through simple account authentication.

Set up MongoDB for your extracted Freshdesk data

Select MongoDB where you want to import data from your Freshdesk source to. You can also choose other cloud data warehouses, databases, data lakes, vector databases, or any other supported Airbyte destinations.

Configure the Freshdesk to MongoDB in Airbyte

This includes selecting the data you want to extract - streams and columns -, the sync frequency, where in the destination you want that data to be loaded.

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TL;DR

set up Freshdesk as a source connector (using Auth, or usually an API key)
set up MongoDB as a destination connector
define which data you want to transfer and how frequently

You can choose to self-host the pipeline using Airbyte Open Source or have it managed for you with Airbyte Cloud.

This tutorial’s purpose is to show you how.

What is Freshdesk

Freshdesk is a service provided by Freshworks for handling the entire spectrum of customer engagement. A customer support software based in the Cloud, Freshdesk provides a scalable solution for managing customer support simply and efficiently. Freshdesk enables teams to track incoming tickets from a variety of channels; provide support across multiple platforms including phone, chat, and other messaging apps; categorize, prioritize, and assign tickets; prepare preformatted answer to common customer support questions; and much more.

What is MongoDB

MongoDB is a database that powers crucial applications and systems for global businesses. Designed for developers and specializing in the areas of open source, software development, and databases, it offers functionality such as horizontal scaling, automatic failover, and the capability to assign data to a location.

Integrate Freshdesk with MongoDB in minutes

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Prerequisites

A Freshdesk account to transfer your customer data automatically from.
A MongoDB account.
An active Airbyte Cloud account, or you can also choose to use Airbyte Open Source locally. You can follow the instructions to set up Airbyte on your system using docker-compose.

Airbyte is an open-source data integration platform that consolidates and streamlines the process of extracting and loading data from multiple data sources to data warehouses. It offers pre-built connectors, including Freshdesk and MongoDB, for seamless data migration.

When using Airbyte to move data from Freshdesk to MongoDB, it extracts data from Freshdesk using the source connector, converts it into a format MongoDB can ingest using the provided schema, and then loads it into MongoDB via the destination connector. This allows businesses to leverage their Freshdesk data for advanced analytics and insights within MongoDB, simplifying the ETL process and saving significant time and resources.

Step 1: Set up Freshdesk as a source connector

1. Open the Airbyte dashboard and click on "Sources" on the left-hand side of the screen.

2. Click on the "Add Source" button and select "Freshdesk" from the list of available connectors.

3. Enter a name for the connector and click on "Next".

4. Enter your Freshdesk credentials, including your Freshdesk domain, API key, and password.

5. Click on "Test Connection" to ensure that the credentials are correct and the connection is successful.

6. Once the connection is successful, select the data you want to replicate from Freshdesk, including tickets, contacts, and companies.

7. Choose the replication frequency and the destination where you want to store the data.

8. Click on "Create Source" to save the configuration and start the replication process.

9. Monitor the replication process on the Airbyte dashboard and troubleshoot any errors that may occur.

10. Once the replication is complete, you can use the data in your destination of choice for analysis and reporting.

Step 2: Set up MongoDB as a destination connector

Step 3: Set up a connection to sync your Freshdesk data to MongoDB

Once you've successfully connected Freshdesk as a data source and MongoDB as a destination in Airbyte, you can set up a data pipeline between them with the following steps:

Create a new connection: On the Airbyte dashboard, navigate to the 'Connections' tab and click the '+ New Connection' button.
Choose your source: Select Freshdesk from the dropdown list of your configured sources.
Select your destination: Choose MongoDB from the dropdown list of your configured destinations.
Configure your sync: Define the frequency of your data syncs based on your business needs. Airbyte allows both manual and automatic scheduling for your data refreshes.
Select the data to sync: Choose the specific Freshdesk objects you want to import data from towards MongoDB. You can sync all data or select specific tables and fields.
Select the sync mode for your streams: Choose between full refreshes or incremental syncs (with deduplication if you want), and this for all streams or at the stream level. Incremental is only available for streams that have a primary cursor.
Test your connection: Click the 'Test Connection' button to make sure that your setup works. If the connection test is successful, save your configuration.
Start the sync: If the test passes, click 'Set Up Connection'. Airbyte will start moving data from Freshdesk to MongoDB according to your settings.

Remember, Airbyte keeps your data in sync at the frequency you determine, ensuring your MongoDB data warehouse is always up-to-date with your Freshdesk data.

Use Cases to transfer your Freshdesk data to MongoDB

Integrating data from Freshdesk to MongoDB provides several benefits. Here are a few use cases:

Advanced Analytics: MongoDB’s powerful data processing capabilities enable you to perform complex queries and data analysis on your Freshdesk data, extracting insights that wouldn't be possible within Freshdesk alone.
Data Consolidation: If you're using multiple other sources along with Freshdesk, syncing to MongoDB allows you to centralize your data for a holistic view of your operations, and to set up a change data capture process so you never have any discrepancies in your data again.
Historical Data Analysis: Freshdesk has limits on historical data. Syncing data to MongoDB allows for long-term data retention and analysis of historical trends over time.
Data Security and Compliance: MongoDB provides robust data security features. Syncing Freshdesk data to MongoDB ensures your data is secured and allows for advanced data governance and compliance management.
Scalability: MongoDB can handle large volumes of data without affecting performance, providing an ideal solution for growing businesses with expanding Freshdesk data.
Data Science and Machine Learning: By having Freshdesk data in MongoDB, you can apply machine learning models to your data for predictive analytics, customer segmentation, and more.
Reporting and Visualization: While Freshdesk provides reporting tools, data visualization tools like Tableau, PowerBI, Looker (Google Data Studio) can connect to MongoDB, providing more advanced business intelligence options. If you have a Freshdesk table that needs to be converted to a MongoDB table, Airbyte can do that automatically.

Wrapping Up

To summarize, this tutorial has shown you how to:

Configure a Freshdesk account as an Airbyte data source connector.
Configure MongoDB as a data destination connector.
Create an Airbyte data pipeline that will automatically be moving data directly from Freshdesk to MongoDB after you set a schedule

With Airbyte, creating data pipelines take minutes, and the data integration possibilities are endless. Airbyte supports the largest catalog of API tools, databases, and files, among other sources. Airbyte's connectors are open-source, so you can add any custom objects to the connector, or even build a new connector from scratch without any local dev environment or any data engineer within 10 minutes with the no-code connector builder.

We look forward to seeing you make use of it! We invite you to join the conversation on our community Slack Channel, or sign up for our newsletter. You should also check out other Airbyte tutorials, and Airbyte’s content hub!

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How to Sync Freshdesk to MongoDB Manually

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Step 8:

FAQs

What is ETL?

ETL, an acronym for Extract, Transform, Load, is a vital data integration process. It involves extracting data from diverse sources, transforming it into a usable format, and loading it into a database, data warehouse or data lake. This process enables meaningful data analysis, enhancing business intelligence.

What is Freshdesk?

What data can you extract from Freshdesk?

Freshdesk's API provides access to a wide range of data related to customer support and service management. The following are the categories of data that can be accessed through Freshdesk's API:

1. Tickets: Information related to customer support tickets, including ticket ID, status, priority, and requester details.

2. Contacts: Data related to customer contacts, including contact ID, name, email address, and phone number.

3. Agents: Information about support agents, including agent ID, name, email address, and role.

4. Companies: Data related to companies that use Freshdesk for customer support, including company ID, name, and domain.

5. Conversations: Information related to customer conversations, including conversation ID, status, and participants.

6. Knowledge base: Data related to the knowledge base, including articles, categories, and folders.

7. Surveys: Information related to customer satisfaction surveys, including survey ID, status, and responses.

8. Time entries: Data related to time entries for support agents, including time spent on tickets and activities.

9. Custom fields: Information related to custom fields created in Freshdesk, including field ID, name, and value.

Overall, Freshdesk's API provides access to a comprehensive set of data that can be used to improve customer support and service management.

How do I transfer data from Freshdesk?

This can be done by building a data pipeline manually, usually a Python script (you can leverage a tool as Apache Airflow for this). This process can take more than a full week of development. Or it can be done in minutes on Airbyte in three easy steps:
1. Set up Freshdesk to MongoDB as a source connector (using Auth, or usually an API key)
2. Choose a destination (more than 50 available destination databases, data warehouses or lakes) to sync data too and set it up as a destination connector
3. Define which data you want to transfer from Freshdesk to MongoDB and how frequently
You can choose to self-host the pipeline using Airbyte Open Source or have it managed for you with Airbyte Cloud.

What is ELT?

ELT, standing for Extract, Load, Transform, is a modern take on the traditional ETL data integration process. In ELT, data is first extracted from various sources, loaded directly into a data warehouse, and then transformed. This approach enhances data processing speed, analytical flexibility and autonomy.

Difference between ETL and ELT?

ETL and ELT are critical data integration strategies with key differences. ETL (Extract, Transform, Load) transforms data before loading, ideal for structured data. In contrast, ELT (Extract, Load, Transform) loads data before transformation, perfect for processing large, diverse data sets in modern data warehouses. ELT is becoming the new standard as it offers a lot more flexibility and autonomy to data analysts.

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Databases

Sales & Support Analytics

How to load data from Freshdesk to MongoDB

Learn how to use Airbyte to synchronize your Freshdesk data into MongoDB within minutes.

Try Airbyte Cloud free

Deploy Airbyte Open Source

Step 1: Setup Freshdesk

Step 2: Setup MongoDB

Step 3: Setup a connection Use Cases Wrapping Up

Example H2

Example H3

Sync data between Freshdesk and MongoDB

Get your data syncing in minutes

Try Airbyte free

TL;DR

set up Freshdesk as a source connector (using Auth, or usually an API key)
set up MongoDB as a destination connector
define which data you want to transfer and how frequently

You can choose to self-host the pipeline using Airbyte Open Source or have it managed for you with Airbyte Cloud.

This tutorial’s purpose is to show you how.

What is Freshdesk

What is MongoDB

Integrate Freshdesk with MongoDB in minutes

Try for free now

Prerequisites

A Freshdesk account to transfer your customer data automatically from.
A MongoDB account.
An active Airbyte Cloud account, or you can also choose to use Airbyte Open Source locally. You can follow the instructions to set up Airbyte on your system using docker-compose.

Step 1: Set up Freshdesk as a source connector

1. Open the Airbyte dashboard and click on "Sources" on the left-hand side of the screen.

2. Click on the "Add Source" button and select "Freshdesk" from the list of available connectors.

3. Enter a name for the connector and click on "Next".

4. Enter your Freshdesk credentials, including your Freshdesk domain, API key, and password.

5. Click on "Test Connection" to ensure that the credentials are correct and the connection is successful.

6. Once the connection is successful, select the data you want to replicate from Freshdesk, including tickets, contacts, and companies.

7. Choose the replication frequency and the destination where you want to store the data.

8. Click on "Create Source" to save the configuration and start the replication process.

9. Monitor the replication process on the Airbyte dashboard and troubleshoot any errors that may occur.

10. Once the replication is complete, you can use the data in your destination of choice for analysis and reporting.

Step 2: Set up MongoDB as a destination connector

Step 3: Set up a connection to sync your Freshdesk data to MongoDB

Once you've successfully connected Freshdesk as a data source and MongoDB as a destination in Airbyte, you can set up a data pipeline between them with the following steps:

Create a new connection: On the Airbyte dashboard, navigate to the 'Connections' tab and click the '+ New Connection' button.
Choose your source: Select Freshdesk from the dropdown list of your configured sources.
Select your destination: Choose MongoDB from the dropdown list of your configured destinations.
Configure your sync: Define the frequency of your data syncs based on your business needs. Airbyte allows both manual and automatic scheduling for your data refreshes.
Select the data to sync: Choose the specific Freshdesk objects you want to import data from towards MongoDB. You can sync all data or select specific tables and fields.
Select the sync mode for your streams: Choose between full refreshes or incremental syncs (with deduplication if you want), and this for all streams or at the stream level. Incremental is only available for streams that have a primary cursor.
Test your connection: Click the 'Test Connection' button to make sure that your setup works. If the connection test is successful, save your configuration.
Start the sync: If the test passes, click 'Set Up Connection'. Airbyte will start moving data from Freshdesk to MongoDB according to your settings.

Remember, Airbyte keeps your data in sync at the frequency you determine, ensuring your MongoDB data warehouse is always up-to-date with your Freshdesk data.

Use Cases to transfer your Freshdesk data to MongoDB

Integrating data from Freshdesk to MongoDB provides several benefits. Here are a few use cases:

Advanced Analytics: MongoDB’s powerful data processing capabilities enable you to perform complex queries and data analysis on your Freshdesk data, extracting insights that wouldn't be possible within Freshdesk alone.
Data Consolidation: If you're using multiple other sources along with Freshdesk, syncing to MongoDB allows you to centralize your data for a holistic view of your operations, and to set up a change data capture process so you never have any discrepancies in your data again.
Historical Data Analysis: Freshdesk has limits on historical data. Syncing data to MongoDB allows for long-term data retention and analysis of historical trends over time.
Data Security and Compliance: MongoDB provides robust data security features. Syncing Freshdesk data to MongoDB ensures your data is secured and allows for advanced data governance and compliance management.
Scalability: MongoDB can handle large volumes of data without affecting performance, providing an ideal solution for growing businesses with expanding Freshdesk data.
Data Science and Machine Learning: By having Freshdesk data in MongoDB, you can apply machine learning models to your data for predictive analytics, customer segmentation, and more.
Reporting and Visualization: While Freshdesk provides reporting tools, data visualization tools like Tableau, PowerBI, Looker (Google Data Studio) can connect to MongoDB, providing more advanced business intelligence options. If you have a Freshdesk table that needs to be converted to a MongoDB table, Airbyte can do that automatically.