How do I import Zendesk macros without agents seeing them yet?

Short answer

Macro Transfer imports new macros as Inactive by default. Leave that setting as it is, run a trial on a few macros, check them in Zendesk, and switch them on when the team is ready.

How to do it with Macro Transfer

  1. Import your fileChoose Import macros and pick your JSON or CSV file.
  2. Leave the state as InactiveChoose Active only when the macros are ready for agents.
  3. Run a trialSelect 1–5 ready macros and choose Trial import. The confirmation shows the destination, the counts and the imported state.
    Confirm trial import dialog: destination demo account, five selected, five to create, imported state Inactive. Made-up data.
  4. Check the trial in ZendeskOpen the linked results and check the content and actions.
  5. Switch them on laterActivate the macros in Zendesk, or import again as Active.

Why it matters

A half-finished macro that goes live for every agent can send the wrong reply to customers within minutes. Importing inactive gives you time to check wording and actions first.

Tip: There’s no automatic rollback. Keep your unchanged export and the journal, which records every attempted change.

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

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Screenshots use made-up companies, people and tickets.