Help Scout

A guide on how to integrate Help Scout with Plecto.

Last updated: Oct. 31, 2022

For each data type you import, Plecto will create one data source. Find the list of data sources under Data management > Data sources. Our integration with Help Scout currently allows you to import the following data types:

  • Conversations
Integration technical details

Visit our Help Scout integration page to see the technical details, such as the update frequency, custom field support, and more.

  1. Go to Data management > Data sources > + New data source > Help Scout.
  2. Click Next and log in to your Help Scout account.
  3. Click Authorize to give Plecto read access to your Help Scout data.
  4. (Optional) Expand the Advanced settings to change the data source title, default date field used in formulas, or other settings. You can access the settings also after you've created the data source.
  5. Click Next to finish and import your data.
Need help building formulas?

Read our help articles Introduction to the Formula Editor and How to Build a Formula.

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