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Automate & schedule Smart List Exports



Posted Mar 18, 2021

Please consider adding the ability to automate smart list export to run on a regular schedule (e.g., every day at 5 pm).  We would use this for troubleshooting data issues.  It could also be used for non-API based integrations with other applications.

Thanks.


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2 comments

Yes, agree with this suggestion! This would be a great feature for our management team to make use of.

We'd like to be able to export or Sell data at midnight so we can clearly map out which Deals have been created/moved/amended/paid each day — it would also help us pick up mistakes or issues in our Custom Fields daily. There's also some stuff we'd like to automatically export weekly or monthly.

 

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Marie Laurenza

Zendesk Engineering

Hello Stephanie and Jordan,

Sell just launched our first dataset in Explore (Zendesk's advanced reporting tool) and it provides the ability to schedule exports! We are committed to continuing to expand the dataset that is available to be reported on within Explore as well. 

If you have not already checked it out more information here (including how you can get access to Explore for Sell) and information on how to schedule exports within Explore here.

-Marie

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