Import and Export features
Jitbit Helpdesk offers a convenient feature for importing and exporting various data, such as tickets, users, and KB articles. To access this functionality, navigate to the admin panel and select the "Import and Export" option.
Importing from CSV
1. Import Tickets from CSV:
If you have existing tickets that you'd like to import to Jitbit, you can do so using a CSV file. Refer to the import page for the current CSV format and additional information. Please note that only the tickets themselves can be imported, and not ticket replies or attachments. When preparing your CSV file, ensure that there is no header row, and enclose the subject and body of each ticket in double quotes.
2. Import KB Articles from CSV:
Knowledge Base (KB) articles can also be imported from a CSV file. The same formatting rules mentioned above for CSV files apply here as well. Remember to enter the category name without the section name.
3. Import Users from CSV:
Similarly, users can be imported from a CSV file. To access this feature, go to the "Users & Companies" section within the admin panel.
Exporting tickets and KB:
Export Tickets and KB Articles:
You have the option to export your tickets and KB articles as CSV files. However, please note that ticket replies and attachments are not included in the export. Keep in mind that the import and export formats may differ slightly. Additionally, you can export tickets within a specific date range if needed.
Import from Zendesk/Freshdesk:
If you are transitioning from Zendesk or Freshdesk to Jitbit, we have implemented dedicated import support for these platforms. Simply enter your credentials, and we will handle the import process for most of your data.
Importing Assets from CSV:
Under the "Assets" section, you can import assets using the "Import from CSV" feature. This allows you to efficiently transfer asset-related information to Jitbit Helpdesk.
By leveraging Jitbit Helpdesk's importing and exporting capabilities, you can streamline your data management processes and seamlessly transition to our platform.