Contacts

A contact is a customer or a potential customer who has raised a support ticket through any channel.

The Contacts pipeline can be used to request and retrieve details of a contact in your help desk. Read more about this here

Configuring the Credentials

Select the account credentials which has access to relevant Freshdesk data from the dropdown menu & Click Next

Credentials not listed in dropdown ?: Click on + Add New for adding new credentials

Data Pipelines Details

Data Pipeline: Select Contacts from the dropdown

Setting Parameters

Parameter	Description	Values
Delete or Append	*Required* This refers to the manner in which data will get updated in the data warehouse, with 'Delete' selected, the data will be upserted (only new records or records with changes) and with 'Append' selected, all data fetched will be inserted. Recommended to use "Delete" option unless there is a specific requirement.	{Delete, Append} *Default Value:* Delete

Parameter

Description

Values

Delete or Append

Required

This refers to the manner in which data will get updated in the data warehouse, with 'Delete' selected, the data will be upserted (only new records or records with changes) and with 'Append' selected, all data fetched will be inserted. Recommended to use "Delete" option unless there is a specific requirement.

{Delete, Append}

Default Value: Delete

URL Parameters

Click on + Add New for setting up a new URL Parameter

Available URL Parameters are as under:-

Filter	Description	Values
Updated Since	*Optional* By default, only contacts that have been created within the past 30 days will be returned. For older contacts, use the this filter. Enter the number of days since the last update for which you wish you get the data in each run.	'NUMBER'

Filter

Description

Values

Updated Since

Optional

By default, only contacts that have been created within the past 30 days will be returned. For older contacts, use the this filter. Enter the number of days since the last update for which you wish you get the data in each run.

'NUMBER'

Datapipeline Scheduling

Scheduling specifies the frequency with which data will get updated in the data warehouse. You can choose between Manual Run, Normal Scheduling or Advance Scheduling.

Manual Run: If scheduling is not required, you can use the toggle to run the pipeline manually.
Normal Scheduling: Use the dropdown to select an interval-based hourly, monthly, weekly, or daily frequency.
Advance Scheduling: Set schedules fine-grained at the level of Months, Days, Hours, and Minutes.

Detailed explanation on scheduling of pipelines can be found here

Dataset & Name

Dataset Name: Key in the Dataset Name(also serves as the table name in your data warehouse).Keep in mind, that the name should be unique across the account and the data source. Special characters (except underscore _) and blank spaces are not allowed. It is best to follow a consistent naming scheme for future search to locate the tables.
Dataset Description: Enter a short description (optional) describing the dataset being fetched by this particular pipeline.
Notifications: Choose the events for which you’d like to be notified: whether "ERROR ONLY" or "ERROR AND SUCCESS".

Once you have finished click on Finish to save it. Read more about naming and saving your pipelines including the option to save them as templates here

Still have Questions?

We’ll be happy to help you with any questions you might have! Send us an email at info@datachannel.co.

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