Connect Help Scout to Microsoft Excel
Send Help Scout customers, users, conversations and 8 more data types to Microsoft Excel on a schedule. Filter by date. Refresh as often as every 15 minutes.
Help Scout reporting
How to connect Help Scout and Microsoft Excel
4 steps. You can preview the Help Scout data in Coupler.io before anything reaches Microsoft Excel.
Step 1 of 4
Connect Help Scout
Sign in to Help Scout and authorize Coupler.io. There's no API key to copy.
Sign in with Help Scout
Step 2 of 4
Choose what to export
Pick the Help Scout data you want in Microsoft Excel.
Show 3 more data types Show fewer data types
Step 3 of 4
Connect Microsoft Excel
Sign in with your Microsoft account, then pick the workbook in OneDrive and the sheet for the Help Scout data.
Step 4 of 4
Choose a write mode and schedule
Every run either replaces or appends the data in Microsoft Excel. Run it as often as every 15 minutes.
Each run wipes the previous data and writes fresh Help Scout data.
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11 data types, including Customers, Users, Conversations, Conversation threads and Inboxes.
You sign in to Help Scout and authorize Coupler.io. There's no API key to copy.
Yes. Set the start date to cover the period you need.
An .xlsx workbook in OneDrive or OneDrive for Business, under 25 MB, that your Microsoft account can edit. Macro-enabled .xlsm files aren't supported.
Up to 1,048,576 rows per sheet. With Append, a run fails once the sheet reaches that limit, so filter Help Scout by date or switch to Replace.
On a schedule you choose, from monthly down to every 15 minutes, depending on your Coupler.io plan.
Yes. Add more sources to the same data flow, for example GoHighLevel or Pipedrive, and join or append them before the data reaches Microsoft Excel.
