How to install the Process Excel app – KNOTS

1. Install the app

Click this link to open the app in the Zendesk Marketplace.
Click the Install button on the right.
Select the Zendesk instance where you want to install the app.
Follow the redirection to your Zendesk Admin space. (Make sure you have admin rights.)
(Optional) Rename the app (default: "Process Excel") or set role/group restrictions as needed.
Click Install to finish the setup.

2. Access the app

Open your Agent Workspace:
- Click the four squares icon at the top-right, then select Support.
In the Support Workspace, find the Process Excel app icon on the left panel.
- If it's not visible, click the three dots at the bottom-left to locate hidden apps.

3. Log in or create a Knots account

On the Settings page click Login to either:

Create a new Knots account.
Log in if you already have a Knots account.

4. Set up the app

1. After logging in to your Knots account, the app will prompt you to connect to Zendesk.
  - If you’ve previously used Zendesk with other Knots apps, select the existing connector from the list.
  - If this is your first time setting up Zendesk with Knots, you’ll need to create a new connector. Click on Create new connector and follow the on-screen instructions to authenticate your Zendesk account.
Once Zendesk is connected, select the ticket field where the content of the Excel file should be added.
After selecting the target ticket fields, proceed to the final setup page. Click Get Started to finish.

Note: For the module to function correctly, Knots Studio must also be activated. If it is not activated, you will receive an error notification.

To activate Knots Studio: Go to your Knots Profile. There, locate the Studio module and click Activate.
After clicking Get Started, you will be redirected to the backend of the app.
- Navigate to How to deploy? in the upper-right corner and click it.
- In the pop-up menu, under the second point (Triggers), click Create New. A new trigger will be generated immediately.
The app is now fully set up and ready to use!

5. Create and manage the tickets

Create a new ticket (either via email or directly from your Zendesk instance for quicker processing).
Attach an Excel file from legacy systems that do not have an API.
The app will read the file and fill the selected ticket field with extracted data.

Process Excel use cases and workflow examples

What does the app do?

The app processes Excel files, extracts relevant data, and fills a designated ticket field. This allows for better searchability within Zendesk using order IDs or other identifiers.

What are the main use cases for this app?

Extracting structured data from Excel files into designated ticket fields.
Enabling search functionalities using order ID or other identifiers.
Integrating with other Knots apps like AI Auto Fill for automated data processing.

Can the app be customized?

Yes, since it is a Knots Studio Template app, you have full customization options. You can modify the app to:

Call APIs of third-party systems.
Utilize extracted data for further processing.
Integrate with other automation tools as needed.

For more information about the app visit Process Excel.

If you have any questions or suggestions regarding this app, please reach out to us at support@knots.io or through our contact form.