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Exporting data from Zendesk Sell

Nova Dawn
  • Edited
Zendesk Documentation Team

What's my plan?

all Sell plans

You can export a lot of data with Zendesk Sell, including data that relates to:

Note:You cannot export: Activity history, appointments, emails, call logs, and documents. If your export includes a Company ID field that contains a value different to the value for the Contact person, then the Company ID value will not be included in the export.

By default, the Parent Company and Parent Company ID system fields aren't included when you implement a full export. However, you can get these fields by exporting a smart list, see Exporting a smart list.

This article covers the following topics:

How to export your data

By default, admins can export data from Sell, but if granted, all users can export data (seeGranting permission to export in Sell).

To export your data

  1. On the Sell sidebar, click theSettings() icon, then clickData > Export.
  2. InAccount Export, clickExport.

电子邮件链接下载all your data is provided in CSV format. You can go back to the Export panel to review and download all Exports on your account from the last 30 days.

Granting permission to export in Sell

If your users don’t see the option to export in Sell, you must enable the account for export. You need admin rights to enable exporting in Sell.

使出口

  1. On the Sell sidebar, click theSettings() icon, then clickData > Export.
  2. SelectExport Options.
  3. Click the dropdown menu to enable smart list exports and selectAll Users.
  4. ClickSave.

All users can now export data in Sell.

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    17 Comments

    • Rodger Bradford

      Is there a way to export activity logs? I know that there is statical reporting available for activity logs but I was hoping to see more details in a report format.

      1
    • Roland Hill

      Hi,

      Now that the full export excludes "documents" how do you propose we download the time-bound links in bulk?

      The API only allows for one Resource ID at time (and one Resource Type)

      I need all URLs to feed into a script that backups our documents stored in Zendesk. Doing this one Resource ID at a time is not efficient.

      Thanks.

      0
    • Bianca Jolly

      how do I export emails? I have been told this is not possible but it is our data so I am unsure as to why Zendesk won't give this option?

      0
    • Laura Hippert

      Hi Rodger! While the full account export will just export everything - you might be able to export a Smart List with any filter you like applied, to achieve what you are looking for. I would take a look at this article to see if that would be the right solution for you:https://support.亚博zendesk.com/hc/en-us/articles/360041516613-Exporting-a-smart-list.

      0
    • Bri Fitzgerald
      Zendesk Customer Care
      Hey Roland! Grateful for your patience. This is out of scope for the support we can provide. I would ask that you review the documentation for Sell'sDocuments API. There's not a simple action in place to obtain the documents in bulk. But you and your team should be able to create a script to loop through the resource types and IDs, and then feed that into the existing documents endpoint.
      0
    • Dane
      Zendesk Engineering
      Hi Rodger,

      I have personally tried it and the best option is to export the entire account. The names will be automatically separated by first and last names. I understand that you cannot perform it due to timeout errors. However, you can still use the smart lists but you will have to use a split name tool or function in a spreadsheet app like Excel.
      0
    • Rodger Bradford

      Hello, I noticed that the Export takes quite a long time to complete. Is there any way to set some parameters? For example, I only need to see the activity from the past 7 days. If I could enter a date range, it would probably speed up the export.

      0
    • Roland Hill

      Hi,

      I'm trying to download a large batch of "documents" from Sell. The download links have a time bound token which is meant to be for 90min, yet I'm having my downloads cancelled, sometimes after only 15mins. The reason being "token expired". How can this be?

      Many thanks.

      0
    • Dane
      Zendesk Engineering
      Hi Roger,

      As mentioned above,activity historyis not yet available for export.
      0
    • Rodger Bradford

      Laura Hippert. One problem with exporting from a smart list is that smart lists do not have a field for first name. They have "contact" which is a single field that contains the first and last name. I want to export first names to an email database so that each email can be personalized. Other than exporting the entire account, which doesn't seem to work because it times out, how do I export this field with my contact info?

      0
    • Austine Hipol

      Hi Thomas,

      You can export through our API endpoints listed here:https://developers.getbase.com/

      Let us know if you have further questions.

      Best,

      Austine

      0
    • Thomas Tierney

      Hello I was wondering if I could use the Sell API to pull data from Zendesk Sell. Is this possible on this platform?

      0
    • Anne Ronalter
      Zendesk Customer Care
      Hello Shannon,

      this is unfortunately currently not possible.


      0
    • Rodger Bradford

      Dane. The issue is that the Smartlist does not contain the field that I need and the complete Account Export doesn't work because it never stops running. I have let it run for 30-60 minutes and it is still exporting. So how can I export the data that I need?

      0
    • Kaja

      Hi Bianca, We don't really store any emails on our end. Sell only "mirrors" what is in your email server and maps based on email address. The best idea would be to use your email server to export all emails. If you delete an email in your external email the email will also disappear in your Sell (but when you delete in Sell it won't be deleted in your email.)

      Warm Regards

      Kaja Błachowicz | Zendesk Sell | Technical Support EngineerVisit our Support Center

      0
    • Shannon Simmons

      Am I able to export a single deal and all of the notes and communication within that one deal?

      0
    • Rodger Bradford

      So does anyone have any clues how to export first names from a Smart list because First Name is not a field option.

      0

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