Follow

Exporting data from Zendesk Sell

all Sell plans

You can export data relating to Leads, Contacts, Deals, Notes, Documents, and Tasks. Activity history, appointments, emails, and call logs can't be exported.

You need admin permissions to export data.

To export your data

  1. Go to Settings > Export.

    Profile___Zendesk_Sell_2018-10-29_12-09-24.png
  2. In Account Export, click the Export button.

Export___Zendesk_Sell_2018-10-29_12-10-05.png

An email with a link to download all your data is provided in CSV format. You can go back to the Export panel to review and download all Exports on your account from the last 30 days.

Note: Documents are available as links to the uploaded files. For security purposes, these links expire after 24 hours of the export being generated.

For details on how to export a Smart List, see the Smart List help guide.