How to Export Agents in BoldDesk
BoldDesk lets you export agent data directly from the Agents page. This is useful for administrators who need to analyze agent information, maintain records, or share data with stakeholders.
Exporting the agents list supports reporting, auditing, and bulk updates. You can export selected columns to Excel (.xlsx) or CSV, and the file is generated from your current filters and tab selection, then emailed to the exporting agent’s email address. Each export includes up to 5,000 records, and the exporting agent must have the Manage agents permission.
Steps to Export Agents
-
Go to Admin from the left sidebar.
-
Under Users and Permissions, select Agents.
-
On the Agents listing page, (optionally) select a tab (e.g., Active, All, Verified, Unverified, or Deactivated) or apply filters to scope your export.
-
Click Export.
In the Export Agents dialog:
-
Use Select All to export all available fields, or tick only the fields you need.
-
You can quickly find fields using the Search bar.
-
Click Next.
-
Configure export settings:
- Export as: Choose Excel (.xlsx) or CSV.
- Email Subject (optional): Add a subject to help identify the export email.
- CCs (optional): Add up to 48 CC recipients (e.g., team leads).
- Time Zone: Select the time zone for time-based fields (e.g., UTC+03:00 – Nairobi).
- (Optional) Export time fields in minutes format if you need durations as numeric values.
- Click Export.
BoldDesk generates the file using your current filters and emails a download link to exporting agent’s email address.
Large exports may take a few minutes to arrive, depending on the number of records and selected columns.
- Each export is limited to 5,000 records.
- The export file is generated with your currently selected filter and is emailed to your support address.
- Your tab selection (Active, Verified, Unverified, Deactivated), search, and filters determine which agents are exported.
- Exporting agents requires the Manage agents permission enabled.
Frequently Asked Questions (FAQs)
1. Where is the agents export option?
On the Agents page under Admin → Users and Permissions → Agents, click Export.
2. What is the record limit for an agents export?
Each agents export includes up to 5,000 records.
3. Which file formats does the agents export support?
Excel (.xlsx) and CSV.
4. Who receives the agents export email?
The export email goes to the exporting agent’s email address and the cc’d recipients.
5. Does the agents export include my current filters and tab?
Yes, the export uses your current filters, search, and tab selection.
6. Do I receive an attachment or a link for the agents export?
BoldDesk emails a download link.
7. What permission is required to export agents?
The exporting user must have Manage agents enabled.
8. Can non‑admins perform an agents export?
No, only agents with the Manage agents permission can export agents.
9. How can I export more than 5,000 agents?
Export in batches by narrowing with tabs, filters, or search, and run multiple exports.
