Export my Data From Zendesk Sell

 

Can I export my data from Zendesk Sell?

Absolutely! You can always export your data from Sell - anytime you wish, as many times as you want. Exporting will give you your Leads, Contacts, Deals, Notes, Documents, and Tasks. Keep in mind that activity history, appointments, emails or call logs cannot be exported.

NOTE: Only an Account Admin can export data.

To export your data, follow these steps:

1. Go to Settings
2. Click the Export tab under Tools


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3. Click the Export button.

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Et Voilà! An email with a link to download all your data in a nicely crafted CSV file.

NOTE: You can always go back to the Export panel to review and download all Exports on your account from the last 30 days.
NOTE: Documents will be available as links to the uploaded files. For security purposes, these links will expire after 24 hours of the export being generated.

Looking for details on how to export a Smart List? Check out this help guide