How to Export CSV Data from Zendesk and Import It into clariBI

Zendesk stores a wealth of customer support data including ticket histories, agent performance metrics, and SLA compliance records. Exporting this data as CSV and importing it into clariBI lets you uncover trends and optimize your support operations with AI-driven insights.

What You Can Export from Zendesk

• Ticket data (status, priority, assignee, tags, created/updated dates)
• SLA policy compliance and breach reports
• Agent activity and performance metrics
• Customer satisfaction (CSAT) survey results
• Custom field values attached to tickets
• Group and organization-level ticket summaries
• First response time and resolution time metrics
• Channel distribution data (email, chat, phone, social)

Export CSV Data from Zendesk

Method 1: Export from Zendesk Explore (Analytics)

1. Log in to your Zendesk account and click the Explore icon (bar chart) in the left sidebar
2. Navigate to Reports or open an existing dashboard
3. Select the report or query you want to export
4. Click the Export button in the top-right corner of the report
5. Choose CSV as the export format
6. Wait for the file to generate and download automatically

Method 2: Export Tickets from a View

1. In Zendesk Support, click Views in the left sidebar
2. Select the view containing the tickets you want to export (e.g., "All unsolved tickets")
3. Click the Actions menu (three-dot icon) in the top-right corner of the view and select Export as CSV
4. Zendesk will email you a download link when the export is ready
5. Open the email and click the link to download your CSV file

Method 3: Bulk Export via Admin Center

Note: Bulk data export via Admin Center requires a Growth, Professional, Enterprise, or Enterprise Plus plan. This feature is not available on the Team plan.
1. Click the Admin Center gear icon in the left sidebar
2. Go to Account > Tools > Reports
3. Click Export and select your export type (tickets, users, or organizations)
4. Choose your date range and click Export
5. Download the CSV file from the link sent to your email

Tips for Clean Exports

• Filter your views before exporting to limit the data to what you actually need for analysis
• Use Zendesk Explore queries with date filters to keep file sizes manageable
• Ensure custom fields are included in your views so they appear in the CSV export

Import Your Data into clariBI

1. Log in to your clariBI account at claribi.com
2. Click Data Sources in the left sidebar
3. Click the + Add Source button (top right)
4. Under Direct Upload, select CSV File
5. Enter a descriptive name (e.g., "Zendesk - Ticket Data Q1 2025")
6. Click the upload area or drag and drop your CSV file
7. Click Create Data Source

Once imported, you can ask clariBI questions like:
- "What is our average first response time by ticket priority over the last 6 months?"
- "Which agents have the highest CSAT scores and what is their average resolution time?"
- "Show me the trend of ticket volume by channel and identify peak support hours."

clariBI's AI will automatically analyze your data and suggest relevant insights.