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How to export Zendesk macros into a spreadsheet

  • April 20, 2017
  • 71 replies
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71 replies

  • February 2, 2021

This works beautifully! It also helps if you want to find a specific word occurring in more than one Macro that needs to be changed. I recently had to change voice and tone for a specific term throughout our 500+ macro library and this saved me so much time.


Nicole17
  • February 2, 2021

Glad you found this so useful, Beth! Thanks for sharing. :)


Hi ZD team,

Thanks for your information, but, how can I to get personal macros? 

Regards.


Jason109
  • February 19, 2021

Hi Christian!

You can find your Personal Macros by going to Admin>Manage>Macros from there you can change the dropdown to Personal Macros. There is more information on tin this article: 

Organizing and managing your macros

 

Have a great day!

 


  • March 1, 2021

Hi, is there a way to upload the macros again after making some changes??


  • March 4, 2021

Hello Magda,

We would have to convert the CSV file back to a .json file and import it back to the Zendesk account.

For more info:

Community post: How to re-Import Macros in CSV to Zendesk
API create macro

Hope that helps!


Joshua11
  • March 11, 2021

Why are the columns in a different order between files? I've been working on writing macros for two days in Excel to do formatting and get rid of information I don't need only to discover that they won't work on every sheet because the columns are in a different order!

Here is an image of the rows copied and pasted from two different files with the different column titles highlighted. I'm only including the last few columns so as not to break the page width here. :)


Peter11
  • July 2, 2021

I just discovered that Powershell, while being a great platform for quickly creating little helpers, has some rough edges, i.e.

ConvertTo-Json commandlet:

  • if you use Windows Powershell version 5.1 as delivered with Windows 10 or earlier, PS does not reliably serialize deep objects - if your object goes beyond 2 levels, it actually does not serialize the deeper parts. The Problem is that there is no error message, just incomplete objects.
  • if you use PS 7, it gives you a warning message that serialization is not correct because of the greater depth of your objects. In addition, it allows you to specify parameter -Depth, which then allows you to write complete serialized objects.

So, if you use PowerShell, switch to PS7 to avoid problems.


Lateesha
  • September 8, 2021

This was so helpful and REALLY easy to use. THANK YOU THANK YOU THANK YOU


Fanis
  • November 1, 2021

Hello,

really nice workaround, any thoughts of how to export the Agents instead of all Users in a list?

ty


Eric27
  • November 1, 2021
Hey Φάνης,

You can do this by using the roles parameter in the url: https://{subdomain}.zendesk.com/api/v2/users.json?role[]=agent

Hope this helps!

Steve15
  • February 5, 2022

How sad is it that the ability to Export macros had to be developed by an extremely helpful USER and not by Zendesk Dev? Although this way is helpful (Thanks Vlad!), my organization uses close to 900 macros, across multiple departments, this way is extremely cumbersome and way too time consuming, especially since we add and remove macros weekly.  

An Export button is ESSENTIAL and takes minimal development time!

Come on Zen Desk, do better!!!


Pablo12
  • July 11, 2022

Hi everyone,

We have a free and open-source app that allows you to export all your Zendesk macros into simple text files. You don't need any scripts or knowledge about the Zendesk API.

You can then make changes to those text files (such as fine and replace) and then bulk import the configuration with a simple command.

This supports macros, triggers, views, fields, and anything in between.

You can check it out here How to export Zendesk macros and bulk import them with Salto’s free app

And here's a video as well on how to do it https://youtu.be/smiolaVsIJU


lais13
  • May 10, 2023

Oh my god! Perfect, thank you so much


Ricardo16
  • August 25, 2023

Is there a way UPLOAD a .json file with macros? (instead of downloading)


Peter11
  • August 26, 2023

@ricardo:
Using the API, yes.


Ricardo16
  • August 30, 2023

@peter11 how exactly I can do that?


  • September 7, 2023

Hi Ricardo,

You can utilize the Create Macro endpoint. This way, you can use a JSON format to create your macro.

Hope this helps.


Vinicius11

Thanks 


  • September 25, 2024

I struggled with this for a long time, and the API call always required me to get help from engineering. I found this on the Marketplace and was able to get the information I needed: https://www.zendesk.com/marketplace/apps/support/707573/macro-search

It doesn't allow filters, but I processed it in Google Sheets using VLOOKUP vs. the copied list of filtered macros.


  • September 26, 2024

Ticket can be closed, as it's not a support request but rather sharing with the community what worked for me.