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Documentation

Guides to every part of nabudesk, written for the people who use it every day.

Set up your workspaceWhat is a ticket?Connect your support email
Browse documentation
  • Get started

    • Welcome to nabudesk
    • Set up your workspace
  • Tickets

    • What is a ticket?
    • Ticket properties
    • Work the ticket inbox
    • Reply, forward, and add notes
    • Assign and route tickets
    • Merge tickets and set reminders
  • Customers and Help Center

    • Contacts and organizations
    • Help Center articles
  • Service levels

    • Service level agreements (SLAs)
    • Business hours and holidays
  • Automation and integrations

    • Automation workflows and round robin
    • API and webhooks
    • AI assistant
  • Email

    • Connect your support email
    • Email notifications and templates
  • Team and access

    • Users, invitations, and groups
    • Roles and permissions
  • Insights and data

    • Dashboard, reports, and the activity log
    • Import and export your data
  • Account and billing

    • Your account and sign-in security
    • Plans, seats, and billing
  • Get started

    • Welcome to nabudesk
    • Set up your workspace
  • Tickets

    • What is a ticket?
    • Ticket properties
    • Work the ticket inbox
    • Reply, forward, and add notes
    • Assign and route tickets
    • Merge tickets and set reminders
  • Customers and Help Center

    • Contacts and organizations
    • Help Center articles
  • Service levels

    • Service level agreements (SLAs)
    • Business hours and holidays
  • Automation and integrations

    • Automation workflows and round robin
    • API and webhooks
    • AI assistant
  • Email

    • Connect your support email
    • Email notifications and templates
  • Team and access

    • Users, invitations, and groups
    • Roles and permissions
  • Insights and data

    • Dashboard, reports, and the activity log
    • Import and export your data
  • Account and billing

    • Your account and sign-in security
    • Plans, seats, and billing
Docs/Insights and data

Import and export your data

Bring existing data in from a CSV file, and download your data when you need it.

Available on Pro and Enterprise plans

Import and export are under Admin → Import & export, and are part of Pro and Enterprise.

Import

Import one kind of data at a time from a CSV file: tickets, Help Center articles, contacts, or organizations.

  1. 1Choose Import and pick what you are importing. Download the template if you are unsure which columns to use.
  2. 2Upload your CSV file.
  3. 3Match your columns to nabudesk's fields. Obvious names are matched for you, and you can change the separator or encoding if the preview looks wrong.
  4. 4Start the import and follow the progress bar.
  • Rejected rows are listed with their row number and the reason, so you can fix them and try again.
  • Existing records are not duplicated. Contacts are matched by email, organizations by domain, articles by title, and tickets by number.
  • Imports do not send emails or trigger automation.

Export

Export one kind of data at a time: tickets, agents, contacts, or organizations. Choose a created-date range and a format: CSV for a spreadsheet, JSON for a script, or XML for another system. Tickets come with their comments, tags, categories, and subcategories.

  • When the file is ready, you get a one-time download link. The file is deleted after you download it.
  • Agent exports never include passwords.

To export just a few tickets, select them in the inbox and use the export option in the bulk bar.

Keep the page open while an import or export runs. Progress is made while it is open.

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Every page in nabudesk has a Page guide button that explains its controls. You can replay the welcome tour any time from your account menu.

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On this page

  • Import
  • Export

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