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How to Export Contacts from the Agent Portal

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BoldDesk offers the capability to export contacts from the contact listing page. The contact page filter determines the export process. You can choose the system and custom fields to include in the export. Once you initiate the export, it will be placed in a queue for processing, and you will receive an email containing a link to download the exported file from your support email address.

Note:

  • Based on the subscription plan, the number of records will be exported.
  • Only the requested user and the user in the CC can download the file.
  • The generated link will be valid for two days from the generation date.

Exporting the contacts from agent portal

Follow the given steps to export the contacts from the agent portal:

  1. Navigate to the contact listing page in the agent portal and click Export from the top panel.

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Note: The export file is generated using the current page filter.

  1. Click Next in the pop-up after selecting the export file fields.

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  1. Click Export in the pop-up after selecting the export file format, CCs, and Time Zone.

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Include the required agents in the CCs field to receive an email with the download link for the export.

After the export is successfully queued, you will receive the following toast message.

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The request will be queued and processed. When the export process is completed, you will receive an email with a download link to the export file from your support email address.

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  1. Click the Download Link to download the desired file directly.

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  1. When you try to open another user’s download link, you will end with the following error page.

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FAQs

  1. Can we share the received export links with other users?

    Yes, the file is available for download to the requested and required agents listed in the CCs field. They will receive an email containing the download link for the export.

  2. Can we export the system’s predefined view?

    Yes, we can export.

  3. How long the export link will be active?

    The export link will be valid for two days from the generation date.

  4. Is it possible to receive an export instantly?

    It depends on the number of requests created at a time. When more users are requested at the same time, it will be queued and processed. So, you will receive the file with some delay.

  5. In the agent portal, whether all user roles able to export?

    Yes, the export is available for all user roles in the agent portal.

  6. In which mailbox will I receive the export link?

    You will receive an email from your configured support email address.

  7. What is the maximum number of records to be exported in a single export?

    A maximum of 5000 records can be exported. If records exceed active? The 5000 you can split them by applying date filters and downloading them as multiple files.

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