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How Do I Export Fresh Desk Contacts

 

Exporting Data

You can export your customer data as a CSV file at any time. To start exporting:

  • Go to the Contacts tab in your helpdesk.
  • Click on Export.
  • Select the fields you wish to export. (Custom fields that you’ve created will also be seen.)
  • Click on the Export button.
  • A file containing all the data that you selected will be sent to your helpdesk’s associated email address.

You can export company information by clicking on the Companies option from the left corner of the Contact page (using the hamburger icon) and then follow the same procedure. Exported data will be sent to you through email.

Note: Exporting based on the tags added for each contact is currently not an option. It can be filtered through the UI but, upon exporting, the entire contact list will be exported and not just the contacts associated with the chosen tag.

Generating a sample file: In order to make sure all the fields (default and custom) are available in your CSV import file, you can trigger a sample Contacts/Companies export, edit the file and then use this file for your import.