How to Export Contact Groups from the Agent Portal

BoldDesk provides an option to export the Contact Groups from the contact groups listing page. You have the option to select the system and custom fields for exporting. When you have given export, it will be queued and processed via automation, following which you will receive an email with a file download link from your support email address.

Exporting the contact groups from agent portal

Follow the given steps to export the contact groups from the agent portal:

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

   
   
   

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

   
   
   

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

   
   
   

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

• 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.

  
  
  

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

   

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

   
   
   

How to export contacts of a specific contact group.

If you want to export details of a specific contact group, we recommend using the Contact List Page Export feature. Here’s how:

• Navigate to the Contact List page.
  

  
  
  

• Use the Advanced Filter option to display contacts from a specific group. In the filter settings, choose the field Contact Group Name, set the condition to Is, and then select the desired contact group from the list.

  
  
  

• Export the filtered contacts displayed on the page.
  

  
  
  

This method ensures you only export the relevant contact details instead of the entire group listing.

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. How long will the export link be active?
   The export link will be valid for two days from the generation date.

3. Is it possible to receive an export instantly?
   It depends on the number of requests created at a time. When more users request at the same time, it will be queued and processed. So, you will receive the file with some delay.

4. In the agent portal, are all user roles able to export?
   Yes, the export is available for all user roles in the agent portal.

5. In which mailbox will I receive the export link?
   You will receive an email from your configured support email address.