The Team members page in Zendesk Admin Center provides a central place for administrators to add and manage team members (your staff, agents, and admins). This article describes how admins can export team-member data to a CSV file.
Exporting team-member data to a CSV file allows you to manage your team members in a common format used by many other systems. You might want to use this information to reconcile your agent seat usage and team structure, or manage licenses.
Activating data exports isn’t required to export team-member data.
Generating an export of team members
You can generate an export of all team members’ data from the Team members page in Admin Center.
- In Admin Center, click People in the sidebar, then select Team > Team members.
- Click the Actions menu, then select Export team
The export starts to generate.
You can continue to work in your account while it generates. Zendesk sends you an email with a link to download your CSV file when the export is complete.
The length of time to generate the export varies based on the number of team members in your account and other data in their profiles, such as the length of their names and email addresses.
Team member data included in CSV file
The following table lists the fields included in the CSV file.
|ID||The team member’s numeric ID.|
|Name||The team member’s full name.|
|The team member’s primary email address.|
|Suspended||Displays either TRUE or FALSE depending on whether the team member has been suspended.|
|Date created||The date when the team member’s profile was created.|
|Last updated||The date the team member’s profile was last updated.|
|Last sign-in||The date the team member last signed in.|
|Time zone||The time zone in which the team member is located.|
|Language||The language set in the team member’s profile.|
|Primary Group||The team member's default group.|
|Groups||A list of all the groups the team member is part of. Group names are separated by a pipe ( | ).|
|Tags||A list of all tags added to the team member. Tag names are separated by a pipe ( | ).|
|Organization||The organization to which the team member belongs.|
|Notes||Any notes added to the team member’s profile.|
|Details||Additional details added to the team member’s profile. For example, an address.|
|Chat role||The team member's assigned role in Chat.|
|Explore role||The team member's assigned role in Explore.|
|Guide role||The team member's assigned role in Guide.|
|Sell role||The team member's assigned role in Sell.|
|Support role||The team member's assigned role in Support.|
|Talk role||The team member's assigned role in Talk.|
Note: All product roles appear in the export. If your account doesn’t have a product or a team member has not been assigned a role in a product, "No role" appears.
Does this mean you will not be able to see the "Custom Role" in this export, that is visible on the Team Members page as a column?
Hi CJ Johnson,
Custom roles are displayed in the export file with the name you have chosen. If they are Support custom roles they will be in the Support role column, Chat in the Chat role column.
Zendesk Product Manager
How long should this take? I tried this earlier with less than 100 users and 4 hours later I am still awaiting the link? Is this normal?
I tried to replicate this on my end and I received the email with the link to download the report in less than an hour.
If you still haven't received the email until now, kindly raise a ticket to our support team directly and we'll look into our logs to confirm if the email was sent on our side. See Option 2: Contacting Zendesk Customer Support from within your product. Thank you!
Our average file generation time is less than 30 seconds so seems there is another problem happening here. As Christine mentioned, please raise a Support ticket if the problem continues and we'll investigate.
Can this be obtained via an API request?
I'd like to setup a daily/weekly export to monitor changes and to serve as a backup in the event we see group resets due to Okta issues.
You can utilize the Rest API Users endpoint.
Hi Christine Felicia,
We have code that pulls in data from the Users API and it does what we need, however, I'm more so looking for a way to automate generating this team-member data export.
Our current approach has a lot of moving parts, where as this approach looks like it could be one API call to generate the data and another to download the data after a period of time.
Is this do-able or is it on the road-map?
There's no available endpoint for the team member data export. As a workaround, you can use the following endpoint:
https://[subdomain].zendesk.com/api/admin/private/team_memberswhich will provide you your agent's product access, but won't display their product roles.
If you have some time, I recommend that you start a feature request in our Feedback - Ticketing System (Support) our Product Managers actively monitor our feedback threads and posts with high user engagement ultimately flagged for roadmap planning. Thank you!
Thank you Christine Felicia I've opened API Access to Export Team-Member Data.
This is awesome! Thank you for listening to client feedback!
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