Manage your data

Exporting data can be done in several ways and sometimes has specific limitations when using Kustomer. This article will outline some of the export data options available with Kustomer.

In this article

• Export Buddy app
• Data export via reporting
• Data export via a saved search
• Data export via API

Export Buddy app

Export current users, teams, snippets, shortcuts, conversation tags, and knowledge base articles with the Export Buddy app. This tool provides you with a CSV of the option you choose so you can then track, edit, or audit your data using your tool of choice outside of the Kustomer platform.

This tool can be added to your organization by going to Apps, finding the app in the directory, and downloading it. Once downloaded, it should be located in downloaded apps on the left side of your screen when you are actively viewing the apps section of Kustomer.

See Export data with Export Buddy for more information.

Data export via reporting

Data exporting can also be accomplished in Kustomer's reporting section. You can export the Conversation, Conversation Views (Handle Time), Customer, Message, and Note object types. Data exporting from a 30-day time frame is possible (historical time is unlimited), and up to 25 attributes can be selected at one time.

It is also possible to export a single selection or on a schedule (daily, weekly, monthly), with the option to add multiple recipients to the list for both. 

See Export raw reporting data for more information.

Data export via a saved search

Virtually any data that can be searched for can also be exported once the search has been saved. Searches will return conversations, messages, and custom object data that have been updated in the past 2 years. Data that was updated more than two years ago will not be included in the search. 

A maximum row count of 50,000 is allowed per export. This can be calculated by multiplying the search results by the number of attributes selected in the export.

See Export search results for more information.

Data export via API

Finally, exporting data can also be accomplished via the Kustomer API, which allows for even more customization and possibilities based on need. However, machine users would be bound by the API rate limits.

See Kustomer API docs and API rate limits for more information.