Freshdesk Sync integration

Sync all ticket updates between ClickUp and Freshdesk, so you don't have to leave ClickUp to see and manage your tickets. The sync automatically generates tasks for all your tickets in an organized ClickUp Space, so you can update them and see the changes reflected in Freshdesk automatically.

Sync integrations are in beta.

What you'll need

What is synced

The table below shows which ticket fields sync two ways with ClickUp:

Freshdesk ticket field ClickUp task field
Subject Name
Status Status
Description Description
Priority Priority
ID Text Custom Field
URL Text Custom Field
Due date Due date

Start the sync

We recommend creating a new admin account in your Workspace to set up the sync. A service account with admin access is preferred.

To start the sync:

  1. Using a ClickUp account with the same email as the Freshdesk account with necessary permissions, open the App Center.

  2. Search for and select Freshdesk Sync.

  3. Select Manage.
  4. Click Sign In with Freshdesk.
  5. Input your API key and helpdesk name.

    Read Freshdesk's documentation on locating your API key.

  6. Click Connect.
  7. After authentication finishes, click Start Sync to sync all of your Freshdesk tickets. Do not close ClickUp while the sync is in progress.

Depending on the number of tickets you have, the sync could take several hours. You can continue working in ClickUp and check the progress of the sync any time from the App Center.

If a task fails the sync, open the task to see why. Errors are displayed as task comments from the admin who set up the integration.

Use the integration

After the set up is complete, you'll see a new Space called Freshdesk that contains tasks for all the synced tickets.

You can add a task to a new location using Tasks In Multiple Lists and the sync will continue unless the original Freshdesk List is deleted.

Pause the sync

You can pause the sync at any time.

From the App Center:

  1. Search for and select Freshdesk Sync.
  2. Select Manage.
  3. Click Stop Sync. You can resume any time by clicking Start Sync.

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