Import & Export

SalesRep App allows importing and exporting tickets and KB articles from outside sources.

Import Tickets from CSV

Upload a CSV file with the following columns:

Subject, Body, Email, Category-name or ID, [Company-name, Assignee-username, Ticket-date, Custom-field-1, Custom-field-2...]

• No header row.
• Optional fields are in brackets. Non-existing user-accounts will be created automatically.
• Escape double quotes by adding another quote (replace " with "").
• Enclose subject and body in double quotes.
• Imported tickets will be marked as "closed".

Import Tickets from Zendesk

Connects to your Zendesk account via the API and downloads all tickets automatically.

Import Tickets from Freshdesk

Connects to your Freshdesk account via the API and downloads all tickets automatically.

Import Users from CSV

CSV format: Username, Password, Email, FirstName, LastName, Company, Phone, Location, Department. No header row. Existing user attributes will be updated by email addresses. Everything after "email" is optional.

Import KB from CSV

Format: subject, body, category name. Check the Markdown checkbox if necessary.

Export to CSV

Export tickets, KB articles, or users to CSV files for backup and analysis.