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Connecting with freshdesk.com

Connecting with freshdesk: This video is shows connecting the freshdesk with the aiv using the airbyte.

The goal of this document​

Here, we are going to connect the vendor called freshdesk.com to the Airbyte then it will redirect the data using the destination of MySQL, User can choose the format of the destination as required, For example from MySQL/ PostgreSQL, etc.

Useful Resources of Airbyte​

Requirements to get the ‘freshworks.com’ source​

• User should have an account on freshworks.com, if not then signup from the link: https://www.freshworks.com/crm/signup/

• User should have the API key of freshworks.com

Steps to Fetch the Personal API Token from freshworks.com​

  1. Go to Monday signup and make a user account: https://www.freshworks.com/crm/signup/

  2. Login with your credentials, as shown in figure the below:

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  1. Click on profile icon from top-right corner, select the Profile settings option, As shown in figure below:

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  1. On top-right corner you can find your API key, also you can reset from here also. see the below figure for more:

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Steps to Connect Monday.com with aiv​

  1. Go to the Airbyte using the below link: https://airbyte.com/

  2. The Airbyte landing screen looks like below:

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  1. Here We have 3 options on the left, which contain Connections, Sources, and Destination. As per continuing the steps click on the Sources option.

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  1. To add the Monday.com source, click on the New Source button from the Top-right corner.

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  1. To add Any of the sources here, the user needs to add the properties which are needed from the Airbyte, every source has its own individual properties.

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Note: Here every source demands a different type of property, where Client DI, Client Secret, and Refresh Tokens are common in most sources. on that we can say, all the sources are different from each other.

  1. Set up source Form overview:
  1. Name: Users can add the name of the source as per their requirements.
  2. Source Type: The user has to select the source type from the provided list by airbyte.
  3. Domain: Add Freshdesk domain e.g. myexample.freshdesk.com
  4. API key: Add Freshdesk API Key.
  5. Start Date: You can add current date here.
  6. Requests per minute: The number of requests per minute that this source allowed to use. There is a rate limit of 50 requests per minute per app per account.

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  1. Now, click on Set up Connection, it will test the connection here, then it will redirect to add destination of the source, as per figure below:

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  1. After testing the connection successfully add the destination here.

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Here, on the source adding screen,

  • The top-menu bar shows two buttons where 1. for Overview of the source and 2. for the settings of the source.
  • Overview: The overview screen shows the details related to the source; it may be empty as per the above screen.
  • Settings: From settings, the user can edit the form details of the added source.
  • Add destination button leads us to the destination page from this source page.
  1. Click on the Destination from the Top-right corner, as shown in the figure below:
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It’s will show the available destinations, here user can add the new destination as per required.

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To know more about adding the required destination in Airbyte go to the Destination

  1. Click on the MySQL Training here. it may take some time to fetch the stream names, as shown in figure below:

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  1. After loading all the Streams form the Vendor’s to the destination, the destination page looks as shown in the figure below:

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  1. After loading all the data streams user need to add Sync frequency and Table Prifix, as shown in the figure below:
  • Add Sync Frequency: Every Hour
  • Add Table Prefix: freshdesk_
  • As shown in the figure below:

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• When the user add the prefix, it gets added on Destination stream name automatically, as shown in the figure below:

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  1. At the bottom of the destination page, we have two radio buttons, which contain the Normalization option. Keep the Basic Normalization selected.

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  1. Now, click on the setup connection to complete the connection. it will test the connection again which may take some time.
  2. Now, to validate the data is synced by the Airbyte, Go to the Connection from the Left menu bar of the screen:

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  1. Find the Added connection of the Monday.com from the list,

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Here, the Data isn’t synced yet, for that it shows the icon of non-sync at the start of the row. click on the row to see the details.

  1. Here the Monday connection page will show the Status of the data sync and sync history.

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  1. The title of the source and destination name.
  2. Status and settings page top menu bar.
  3. Enable button: from this button, the user can enable/disable the source from the destination.
  4. Reset your data and Sync button: the user can reset their data and only sync the updated data from the vendor.
  1. Click on the sync button to sync the data manually, after clicking on the sync button it will start the process which will indicate the status under the history grid.
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Once it gets completed it will indicate as the Succeeded under the history, as it will also indicate the size of data records number and time of sync. Here we have added the sync time as every hour, on that the Airbyte will sync the data in every hour automatically which will be shown as the figure below:

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