With Zendesk Sell, you can export data relating to:
- Leads
- Contacts
- Deals
- Notes
- Documents
- Tasks
- Smart lists
- Your full account
- The Total Sales Report
Currently, you cannot export: activity history, appointments, emails, and call logs.
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 (see Granting permission to export in Sell).
To export your data
- Click the Settings icon (
), then select Data > Export.
- In Account Export, click the Export button.
An email with a link to download 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.
Note: Documents are available as links to the uploaded files. For security purposes, these links expire after 24 hours of the export being generated.
Granting permission to export in Sell
If your users don’t see the option to export in Sell, the account needs to be enabled for export.
You need admin rights to enable exporting in Sell.
To enable export
- Click the Settings icon (
), then select Data > Export.
- Select Export Options.
- Click the dropdown menu to enable Smart List exports and select All Users.
- Click Save.
All users can now export data in Sell.
4 Comments
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.
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.zendesk.com/hc/en-us/articles/360041516613-Exporting-a-smart-list.
Laura Hippert | Zendesk Sell Specialist | Senior Customer Advocate
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Call us at +1 888-670-4887 (press 1 for Zendesk Sell), Mon-Fri, 8am-5pm, Pacific Time
Hello I was wondering if I could use the Sell API to pull data from Zendesk Sell. Is this possible on this platform?
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
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