Process Excel

Automatically extract and use data from Excel files in Zendesk

Almost every company relies on Microsoft Excel, but Zendesk has no native functionality to handle Excel files effectively: Agents must download files, search for relevant data, and manually copy and paste it into Zendesk or other systems. Additionally, Excel attachments are not searchable in Zendesk, making data retrieval inefficient.

Process Excel solves this problem by automatically processing Excel files and integrating their data into Zendesk, enabling automatically updating ticket fields and finding the Excel data in Zendesk search. Add an API integration and it connects Zendesk to other systems for complete data synchronization.

Key Features

• Import Excel data: Easily transfer Excel data between Zendesk and other platforms, human-readable AND machine-readable.
• AI-powered data extraction: Automatically extract, analyze, and structure Excel data for easy integration. We never store your data!
• Automate ticket updates: Populate Zendesk ticket fields with extracted Excel data.
• Sync with third-party systems: Keep data updated across platforms.
• Searchable data: Index Excel files so agents can find relevant information within Zendesk's native search.
• Enable legacy system integrations: Process Excel attachments sent via email and bridge gaps between disconnected platforms.

Real-world applications

• Customer data management: Import and update customer details from Excel, ensuring accuracy across platforms.
• Inventory and order processing: Sync stock levels, order details, and pricing automatically from Excel files.
• Survey & feedback processing: Extract structured data from survey results stored in Excel and trigger automated follow-ups.
• Legacy system integration: Allow non-API systems to push Excel data into Zendesk for automated processing.
• Finance & accounting: Automate financial data processing by extracting key figures from Excel reports and syncing them with accounting software.
• HR & employee management: Upload Excel-based employee records, shift schedules, or payroll data and sync it with HR systems.
• Event management: Process attendee lists, schedules, and registration data from Excel and convert them into actionable Zendesk tickets.

Technical capabilities

• reads all Excel formats (.xlsx, .xls)

• handles formatted cells, formulas, and complex layouts

• updates any system with an API (Salesforce, HubSpot, etc.)

• processes Excel files received via email attachments

Built to handle common Excel challenges

• works even when Excel files aren't perfectly structured

• handles files with explanation text and breaks between data

• adapts to different date formats and number styles

• maintains data accuracy during conversion

Getting started

1. Start a free 14-day trial

2. Connect Process Excel to your Zendesk account

3. Choose which Excel data should go into which Zendesk fields

4. Test with your actual Excel files

Try Process Excel free for 14 days and see how much time you save by automating Excel file processing in Zendesk!