Note: This version of Teamwork Desk is no longer supported.
Check out our help docs for the new version of Teamwork Desk here.
Within Teamwork Desk, you can export the companies from your site.
Note: All data is exported as a ZIP file which extracts to a .JSON file.
To export your data click your profile icon to the top right of the Desk navigation bar and choose Settings from the dropdown.
Select Company from the settings options.
From the left pane, select the option to Export Data.
To the top right of the page, click Export and select companies from the dropdown.
The export will begin automatically, and a message will appear in the bottom right.
Note: Depending on your selection and the amount of data being exported the time for completion can vary.
Once the export is complete, it will appear in the exports list, along with any previous exports.
You can see when the export was created under Creation Date. You will also have the option to download the export to the right.
The downloaded zip file will be extracted to a .JSON file when opened. For each company, the export will include:
- Permission - Default Customer Portal
permission set for the company
- Note: This can still be
overridden at an individual
- Customer count
- Domains - which domains have been enabled
to automatically add new/existing
customers to the company.
- Social Links
- Address - broken down into individual
fields, allowing you to drill down into
cities, states, postal codes etc.
For more information see: Understanding reports