Guide to Exporting Users, Modules, and Menu Options Before Organizational Merges

Introduction

This guide explains how to export users, modules, and menu options from Zendesk before performing organizational merges. Proper export ensures that valuable data is preserved and helps facilitate a smooth transition during the merge process.

Prerequisites

Before starting the export process, ensure you have the necessary admin permissions to access user data, custom objects, and configuration settings within your Zendesk account.

Exporting Users and Their Information

To export user data in bulk from Zendesk, use the built-in bulk user export feature as follows:

1. Navigate to the Admin Center in Zendesk.
2. Go to the 'People' section and select 'Users'.
3. Choose the 'Bulk User Export' option.
4. Select the format for export (e.g., CSV) and the user data fields required.
5. Start the export process and download the file once ready.

Accessing Module Information

Module information associated with each organization can be found in two key places:

• Custom Objects Section: Access module details via the Custom Objects feature within Zendesk Admin Center.
• Scoping Document: Review the original scoping document provided during the system launch for detailed documentation on modules configured per organization.

Exporting Menu Options

Menu options and custom configurations need to be documented or exported separately depending on your Zendesk setup. It is recommended to:

• Review the current menu configurations within Zendesk Admin Settings.
• Extract or document menu layouts and options manually or via API if available.
• Confirm that all custom menus are recorded in the scoping documentation to support accurate reconstruction post-merge.

Tips and Best Practices

• Perform exports well in advance of the organizational merge date to allow time for verification.
• Validate exported data files for completeness and accuracy before proceeding with merges.
• Maintain version control of exported documents and files to track changes.
• Keep all stakeholders informed about export timelines and data handling procedures.

Next Steps After Export

Once exports are complete, use the exported data to assist with configuring the merged organizational environment, ensuring consistency and integrity of user profiles, modules, and menu structures.

Additional Resources

For detailed instructions on using Zendesk features, please consult the Zendesk Admin Center guides or contact the CX Experts support team for personalized assistance.

Contact Support

If you encounter issues with exporting or need expert guidance on managing organizational merges, reach out to CX Experts support at [Insert contact email] or call [Insert contact number]. Our team is dedicated to helping you achieve a seamless and efficient transition.