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Freshdesk Integration

Setup your Freshdesk integration effortlessly and get valuable usage insights

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Written by Marta Droneva
Updated over 2 weeks ago

Connect your Freshdesk account to Viio to track agents, real ticket activity, and licence usage—so you never overpay.

Capabilities

Capability

What it means in Viio

Users

Syncs every active Freshdesk agent so you can map ownership and cost.

Usage

Pulls the Last ticket activity date for each agent to surface dormant accounts (requires daily ticket export).

Plans & Licences

Imports your purchased‑seat total and compares it with seats actually used.

Prerequisites

  • You must be an Admin or Account Admin in Freshdesk.

  • Enable Daily ticket export in Freshdesk so Viio can access usage data. See Freshdesk’s guide here.
    Path: Admin → Account → Plan and billing → Daily ticket export.

  • Generate an API Token from your Freshdesk profile.

  • Note your Freshdesk Site URL (e.g. https://your‑org.freshdesk.com).

Setup

  1. Go to Viio → Integrations and choose Freshdesk.

  2. In a new tab, log in to Freshdesk and click your avatar → Profile settings.

  3. Scroll to Your API key and click Regenerate (if needed). Copy the 32‑character token.

  4. Copy your Site URL from the browser address bar.

  5. Back in Viio, paste the API Token and Site URL into the fields provided.

  6. Click Validate. If the test succeeds, select Install to start the first sync.

  7. Wait a few minutes; Viio will notify you when the initial import is complete.

Troubleshooting & FAQ

Issue

How to resolve

“Invalid credentials” error

Ensure you copied the full API Token with no extra spaces and that the user is still an Admin.

No data after 24 h

Confirm Daily ticket export is enabled and the token hasn’t been revoked.

Seats don’t match Freshdesk billing portal

Freshdesk counts all agents; Viio ignores agents set to Inactive. Reactivate or delete duplicates.

Activity looks outdated

Viio bases activity on ticket updates; if agents only read tickets, activity may appear lower than expected.

Technical Details

  • Auth method: API Token + site URL (Basic Auth; token used as username, password left blank).

  • Key endpoints called (Freshdesk REST API v2):

    • GET /api/v2/agents – fetch agent list

    • GET /api/v2/tickets?updated_since={timestamp} – pull ticket updates for last‑seen calculation

    • GET /api/v2/account – seat and plan data

  • Viio operates read‑only; the Deactivate agent scope is requested but never invoked automatically.

  • Data refresh cadence: every 24 hours

Additional resources


Need more help? Chat with Viio Support or email [email protected].

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