Overview
If your ticketing platform has no API or webhook support, export your tickets as CSV and upload to Fincelo. Works with any platform that can produce a table of data.Supported Platforms (CSV Export)
| Platform | Export Path |
|---|---|
| Zendesk | Admin → Reports → Overview → Export → CSV |
| Freshdesk | Analytics → Reports → Ticket Lifecycle → Export → CSV |
| Jira | Issues → Your filter → Export CSV → All fields |
| Kayako | Reports → Conversations → Export |
| HappyFox | Reports → Ticket Export → Select date range |
| ServiceNow | Incident List → Right-click column header → Export → CSV |
| Salesforce Service Cloud | Reports → Run Report → Export Details Only |
| Any custom system | Any database query or report exported as CSV |
How to Import
- Fincelo → Intelligence → Support → Import from CSV
- Select your platform (shows export instructions for each)
- Upload CSV file (drag and drop or browse, max 10MB)
- Fincelo auto-detects column names — works with any naming convention
- Review column mapping — adjust if needed
- Preview first 5 rows
- Click Start Import
Column Auto-Detection
Fincelo recognises column names across all major platforms automatically:| Fincelo Field | Recognised Column Names |
|---|---|
| Ticket ID | id, ticket_id, #, case_id, number |
| Subject | subject, title, summary, issue |
| Customer Email | email, requester_email, customer_email, from |
| Status | status, state, ticket_status |
| Priority | priority, urgency, severity |
| Created Date | created_at, date_created, opened_at |
| Category | category, type, ticket_type |
| Tags | tags, labels |
After Import
Once imported:- AI sentiment analysis runs automatically on all tickets
- Customers are matched to Fincelo records by email domain
- Churn predictor updated for matched customers
- CFO morning brief updated
- Customer playbooks generated for at-risk accounts