How to Export CSV Data from Zoho Desk and Import It into clariBI

Zoho Desk provides a full-featured help desk with multi-channel support and detailed analytics. Exporting your Zoho Desk data as CSV and importing it into clariBI lets you harness AI to analyze ticket trends, measure team performance, and improve customer satisfaction.

What You Can Export from Zoho Desk

• Ticket details (subject, status, priority, channel, assignee, due date)
• Contact and account information
• Agent performance and workload metrics
• SLA compliance and escalation data
• Customer happiness ratings
• Time tracking entries on tickets
• Knowledge base article performance
• Department and team-level summaries

Export CSV Data from Zoho Desk

Method 1: Export Tickets

1. Log in to your Zoho Desk account
2. Click the Setup gear icon in the top navigation bar
3. Under Data Administration, click Import/Export
4. Click the Export tab
5. Select Tickets as the module to export
6. Choose the view that contains the tickets you want (e.g., "All Tickets," "Overdue Tickets") or specify filters
7. Select the fields to include and click Export
8. Download the CSV file when ready

Note: Only users with the "Export Data" permission can perform exports. Tickets shared from other departments are excluded from exports.

Method 2: Export from Reports

1. Click Analytics (or Reports) in the top navigation
2. Select an existing report or create a custom report
3. Set the date range and any required filters
4. Click the Export icon at the top-right of the report
5. Choose CSV format
6. Download the exported CSV file

Method 3: Export Contacts or Accounts

1. Click the Setup gear icon in the top navigation bar
2. Under Data Administration, click Import/Export
3. Click the Export tab
4. Select Contacts or Accounts as the module to export
5. Choose the view and select the fields to include in the export
6. Click Export and download the file when ready

Tips for Clean Exports

• Use Zoho Desk's custom views to pre-filter tickets by department or priority before exporting
• Export reports by department separately if you manage multiple support teams
• Include custom fields in your export selection for a complete dataset

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., "Zoho Desk - Ticket Export 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 the SLA breach rate by department and which ticket priorities are most affected?"
- "Show me agent workload distribution and compare resolution times across team members."
- "How has our customer happiness rating changed over time and which channels have the best scores?"

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