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How do I bulk-edit Zendesk macros in a spreadsheet?

Short answer

Export the macros to CSV with Macro Transfer, edit them in your spreadsheet, then import the file, match each column to a field and choose Update for macros you mean to change.

How to do it with Macro Transfer

  1. Export as CSVIn Export macros, select the macros and download CSV.
  2. Edit in your spreadsheetFix wording across many replies or tidy titles. Column names and order don’t matter.
  3. Import and match columnsChoose Import macros, pick the file, match each column to a field and select Preview mapped macros.
    Import screen matching CSV columns such as Macro title, Agent description and Reply to supported fields. Made-up data.
  4. Choose Update for matching titlesSkip is the default when a macro with the same title exists. Choose Update only where you mean to change it.
  5. Trial, then importTrial a few rows, check them in Zendesk, then import the rest.

Why it matters

Changing a phrase across forty macros in the Zendesk admin means forty edits. A spreadsheet lets you find, replace and review everything at once, and the preview shows exactly what will change before anything is written.

Tip: Use either an Actions (JSON) column or reply columns, not both. Without an Actions column the app builds the reply action from your reply columns.

Macro TransferCopy and bulk-edit Zendesk macros · read the full guide

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Screenshots use made-up companies, people and tickets.