1. Upload your Excel File to SpreadsheetWeb

Assume we have complex Excel file that can calculate shipping costs for a specialized equipment delivery. Salespeople run this Excel file to calculate shipping cost and add it to their quotes. They enter the address and get the shipping cost. Instead of running these calculations in Excel, we want this application running inside Zendesk and pull data from a contact in Zendesk.

First, upload the Excel file to your SpreadsheetWeb account. These steps are for a trial account. Login to your account and press Create Application button. Drag and drop the Excel file and press Next.

2. Install SpreadsheetWeb from Zendesk App Marketplace

On Zendesk, go to App Marketplace, search and install "SpreadsheetWeb", and authorize when prompted. SpreadsheetWeb will be added to side panel widgets.

3. Create your Zendesk Application

Select a lead and find the SpreadsheetWeb widget.

Press the Add New Application button to start. Enter a name for your application, and then copy and paste the Application Link and Application Id fields from the first step.

Next step is to add inputs and outputs and map them to the Excel file. Press Add Input and enter a name as Zendesk Name. Then, enter the cell name from the Excel file as SpreadsheetWeb Name. Alternatively, you can also enter the cell reference i.e. Input!B2, but make sure the cells match the Excel file.

Once you are done creating inputs, press the Add Output button to select which fields are to display the results. Enter a Zendesk Name. As SpreadsheetWeb name, make sure to enter that formula cell's name i.e. cost, or its cell reference Input!B7. If you want to store this data in Zendesk, you can add those fields into Mapped Outputs.

4. Run your Zendesk Application

Click Run under the SpreadsheetWeb widget.

When you enter data, the inputs will be sent to SpreadsheetWeb and the calculated cost will be populated in the Cost box.

The saved data will be available under the Lead data. Only fields selected as Outputs will be stored.