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Exporting team-member data



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Colleen Hall

Zendesk Documentation Team

Edited Jun 21, 2024


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15 comments

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? 

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Tom Dupuche

Zendesk Product Manager

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.

Regards,

Tom Dupuche

Zendesk Product Manager

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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?

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Christine

Zendesk Engineering

Hi John-Paul,

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!

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Tom Dupuche

Zendesk Product Manager

Hi John-Paul,

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.

Regards,

Tom.

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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.

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Christine

Zendesk Engineering

Hi Anthony,

You can utilize the Rest API Users endpoint.

Thanks,
Christine

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Hi @...,

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?

Thanks,

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Christine

Zendesk Engineering

Hi Anthony,

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_members which 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!

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Thank you @... I've opened API Access to Export Team-Member Data.

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This is awesome!  Thank you for listening to client feedback!

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Is there a way to see the "Last sign-in" data for suspended team members?

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Gab

Zendesk Customer Care

Hi Danielle, 
 
There are several options you can use to generate a list of users' last login dates.
 
Take a look at this article for your reference: How do I generate a user's last login date list?
 
I hope this helps. 

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Could I get a clearer definition of the Roles themselves? Like what is the Explore role, Guide role, Support role, or Talk role…

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Tom Dupuche

Zendesk Product Manager

Hi Ashton Diop 

 

You can find those details in this article.

 

Regards,

Tom.

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