Exporting WFM team member data

TheTeam members pagein Zendesk Workforce management (WFM) provides a central place for admins to view their team members’ information, such as their role, teams, assigned workstreams, and so on. This article describes how admins can export WFM team-member data to a comma-separated values (CSV) file.

What's my plan?

Add-on

Workforce Management (WFM) or Workforce Engagement Management (WEM)

Summary: ◀▼

You can export your team's data to a CSV file to analyze roles, teams, workstreams, shifts, and status. This export helps you review agent information, identify improvement areas, or keep a backup. The CSV includes details like team member ID, name, email, role, default group, location, and task lock status, providing a comprehensive overview of your workforce management setup.

The Team members page in Zendesk Workforce management (WFM) provides a central place for admins to view their team members’ information, such as their role, teams, assigned workstreams, and so on. This article describes how admins can export WFM team-member data to a comma-separated values (CSV) file.

By exporting team member data into a spreadsheet you can analyze your agents information, pinpoint areas for improvement, or use it as a backup file

This article includes the following sections:

• Generating an export of WFM team members
• WFM team member data included in CSV file

Generating an export of WFM team members

You can export all team members’ data from the Team members page in Zendesk WFM.

To generate an export of team members

1. In Workforce management, click People in the sidebar, then select Team members.
2. Click Export CSV.

   

   You’ll receive an email with a link to download your CSV file when the export is complete.

WFM team member data included in CSV file

The following table lists the fields included in the CSV file.

Data	Description
WFM ID	The team member’s numeric ID.
Name	The team member’s full name.
Email	The team member’s primary email address.
Role	The team member’s assigned WFM role. For example, Agent.
Zendesk Default Group	The team member's default group in Zendesk.
Teams	The teams the team member is assigned to.
Workstreams	The workstreams the team member is assigned to.
Location	The team member’s assigned location. The team member can be assigned to only one location.
Shift	The team member’s assigned shift.
Status	The team member’s WFM status. The value can be either active or inactive.
Tracking	If task lock is turned on or off for the team member. Note: You will only see Task lock listed here for users who had this setting activated manually by an admin. Users who have task lock activated via account settings are not listed here. See Activating task lock.