How to export Zendesk macros into a spreadsheet

58 Kommentare

  • Brett Bowser
    Zendesk Community Team

    Hi CSM Zendesk,

    Could you clarify what sort of data you're looking to export in regards to macros?

    Just want to make sure we're both on the same page here :)

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  • Mary Paez

    WOW!  This was fast and easy!  Thank you for this post.  It was very helpful.

     

    Do you have something similar for exporting a report from the Zendesk Manage articles UI based on applying a filter?

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  • Brett Bowser
    Zendesk Community Team

    Hey Mary,

    There are are a couple of options for exporting Help Center content as mentioned here: Help Center data export

    The most common method I've seen is through Kbackup integration that was developed in our App Marketplace: kBackup

    If you have any questions regarding the integration you'll want to reach out to the developer directly.

    Hope this helps!

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  • Kelly Scarbrough

    Thank you so much for this.  You probably just saved me HOURS of typing!

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  • Syd S.

    We've been using the https://XYZ.zendesk.com/api/v2/macros.json?group_id=XXXXX option to download macros based on the group, but cannot figure out how to get the next page of macros for that specific group. Does anyone know how to do that?

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  • Graeme Carmichael
    Community Moderator

    Syd S

    Try this:

    https://XYZ.zendesk.com/api/v2/macros.json?group_id=XXXXX&page=2

    Or look for the 'next page:' url near the end of your output:

     

    1
  • Syd S.

    Thank you so much Graeme! Worked like a charm. 

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  • Mugeni Mukanga

    Worked perfectly first time. 

     

    Thank you!

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  • Rebekah McKinney-Perry

    Super helpful, thanks a mil! :) 

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  • Vladan Jovic
    Community Moderator

    Thanks for the feedback, Rebekah. Very glad to hear that! 

    I just spotted this post is created precisely 3 years ago :O 
    The days are long and the years are short. :)

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  • Matthew Watts

    Thanks to OP.

    I am just not clear on point 2a and 2b

     

    "2. open this link XYZ.zendesk.com/api/v2/macros.json?per_page=99 (but change XYZ to your zendesk account name)
    2a. If you have more than 100 macros, you should export one more JSON file cause it's up to 100 macros per export. Second file is on this url https://XYZ.zendesk.com/api/v2/macros.json?per_page=99&page=2  (replace XYZ to your ZD name)

     

    My understanding is that point 2 is for less than 100 macros?

    We have over 200, so I used point 2a, but I did not understand the logic behind "the 2nd file?" What is a 2nd file?

    I used both points, and both times it extracted over 200 macros, so I am not sure what the "more than 100 macros" has to do with anything?

    Thanks to clarify.

    1
  • Vladan Jovic
    Community Moderator

    Hey Matthew, the key is that number of macros per an API call/request is limited to max 99 macros. 

    So, if you have eg 250 macros, you will have to do the call 3x.
    How to do that? Just replacing the last part of the URL "page=2". So you should call it with: page=1, page=2, page=3. Let me know if anything still isn't clear. Best.

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  • Pradeep P

    These links are not working. I changed the Domain name

    XYZ.zendesk.com/api/v2/macros.json?per_page=99 

    https://XYZ.zendesk.com/api/v2/macros.json?per_page=99&page=2 

     

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  • Vladan Jovic
    Community Moderator

    Hey Pradeep, I just checked and they seem to work. Please note you should remove XYZ from the links and put there your ZD subdomain. Sure, you need to be logged in as admin in your ZD. 

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  • Juan Espinosa

    Hi There, 

    What is the best way to export by usage in the last 30 days; 

    I tried

    https://(MyCompany).zendesk.com/api/v2/macros.json?per_page=99&sort_by=usage=30d


    but was unable to do so

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  • Matteo
    Zendesk Community Team

    Hello Juan,

    You can try using sideload instead (if your plan is Enterprise)

    /api/v2/macros.json?include=usage_30d&sort_order=asc

    Or the standard usage for macros:

    /api/v2/macros.json?sort_by=usage_30d&sort_order=asc

    You can change asc to desc.

    Hope this helps!

     

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  • Jed Ephan

    Is this link, http://xyz.zendesk.com/api/v2/macros.json?per_page=99, still functional? I tried it but it does not work. I'm getting the error message below.

      "error": {
        "title": "No help desk at jedbonillaephan.zendesk.com",
        "message": "There is no help desk configured at this address. This means that the address is available and that you can claim it at http://www.zendesk.com/signup"
    0
  • Nicole Saunders
    Zendesk Community Team

    Hi Jed - Yes, that API call should still work. However, I clicked through to your account and it looks like you have a different subdomain listed there from the one you indicated in your comment above. 

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  • Mateusz Pietrzak

    Hi, thanks for the tip how to export macros, it's very useful.

    Is there a way to export the JSON file back to Zendesk with some changes? I want to add descriptions to macros and it would be very convenient if I could do it this way. 

     

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  • Brett Bowser
    Zendesk Community Team

    Hey Mateusz,

    You would need to use the api to bulk import macros and make changes to the descriptions. The link I attached should provide some additional information for you.

    Cheers!

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  • Beth Rufener

    This works beautifully! It also helps if you want to find a specific word occurring in more than one Macro that needs to be changed. I recently had to change voice and tone for a specific term throughout our 500+ macro library and this saved me so much time.

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  • Nicole Saunders
    Zendesk Community Team

    Glad you found this so useful, Beth! Thanks for sharing. :)

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  • Christian Torres

    Hi ZD team,

    Thanks for your information, but, how can I to get personal macros? 

    Regards.

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  • Jason Schaeffer
    Zendesk Customer Advocate

    Hi Christian!

    You can find your Personal Macros by going to Admin>Manage>Macros from there you can change the dropdown to Personal Macros. There is more information on tin this article: 

    Organizing and managing your macros

     

    Have a great day!

     

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  • Magda

    Hi, is there a way to upload the macros again after making some changes??

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  • JJ
    Zendesk Customer Advocate

    Hello Magda,

    We would have to convert the CSV file back to a .json file and import it back to the Zendesk account.

    For more info:

    Community post: How to re-Import Macros in CSV to Zendesk
    API create macro

    Hope that helps!

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  • Joshua Bentley

    Why are the columns in a different order between files? I've been working on writing macros for two days in Excel to do formatting and get rid of information I don't need only to discover that they won't work on every sheet because the columns are in a different order!

    Here is an image of the rows copied and pasted from two different files with the different column titles highlighted. I'm only including the last few columns so as not to break the page width here. :)

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  • Peter Hochstrasser

    I just discovered that Powershell, while being a great platform for quickly creating little helpers, has some rough edges, i.e.

    ConvertTo-Json commandlet:

    • if you use Windows Powershell version 5.1 as delivered with Windows 10 or earlier, PS does not reliably serialize deep objects - if your object goes beyond 2 levels, it actually does not serialize the deeper parts. The Problem is that there is no error message, just incomplete objects.
    • if you use PS 7, it gives you a warning message that serialization is not correct because of the greater depth of your objects. In addition, it allows you to specify parameter -Depth, which then allows you to write complete serialized objects.

    So, if you use PowerShell, switch to PS7 to avoid problems.

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