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Documentation

Getting Started

  • Quickstart Guide
  • Workspace Setup
  • Inviting your Team
  • Export and Import

Ticketing & ITIL

  • Incidents vs Service Requests
  • Categories, Custom Fields & Ticket Numbering
  • SLA Rules & Priorities
  • Ticket Stages, On Hold & SLA Pause
  • Assignment Rules & Groups
  • Ticket List View & Canned Replies
  • Closure Rules, Approvals & CSAT Surveys
  • Merging Duplicates & Linking Major Incidents
  • Attachments & Screenshots
  • Agent Ticket Visibility

Service Catalog & Knowledge Base

  • Service Catalog
  • Knowledge Base
  • Writing Articles from Tickets

QueAssist (AI Copilot)

  • AI Triage & Categorization
  • Agentic Auto-Resolution
  • QueAssist Settings & Usage Quota
  • AI Agent Access — Connect Claude, Cursor & ChatGPT
  • No-Code Playbooks
  • Identity Scoping & Safety
  • How QueAssist Answers Each Department

Channels & Email

  • Email Forwarding Setup
  • Portal Mode — Forms vs AI Chat
  • Department Mailboxes
  • Departments on the Employee Portal

People & Identity

  • External Users
  • Single Sign-On & SCIM Directory Sync

Integrations

  • Connecting Integrations & Custom MCP Servers

Billing & Plans

  • Billing & Plans
DocsGetting StartedExport and Import

Export and Import

Everything in your workspace is yours to take, and history from your last help desk can come with you. Both live at Settings → Data & migration (/admin/settings/data), and both are available on every plan, including the free Starter tier.

Only the Owner and Admins can see this screen. Agents cannot export a workspace.


1. Downloading a Backup

Press Download backup and you get a single .zip containing one CSV per dataset:

FileWhat it holds
tickets.csvEvery ticket, with status, priority, type, category, group, requester, assignee and dates
messages.csvEvery message on every ticket, including internal notes
attachments.csvAn index of attachments — filename, size, type and which ticket they belong to
knowledge-base.csvEvery Knowledge Base article, published or draft
members.csvEveryone in the workspace and their role
groups.csv and group-members.csvYour teams and who is in each one

You can also download one dataset at a time from the row underneath, which is usually what you want if you are building a report rather than taking a backup. Each button shows its current row count.

The download streams, so a large workspace does not time out — but it also means your browser shows no progress bar until it finishes. Leave the tab open.

Attachment files are not in the archive — only the index of them. The CSV tells you every file that exists and which ticket it is on, so nothing is lost silently, but the bytes stay in QueueDesk. Ask support if you need the files themselves.

Every export is written to your workspace's audit log with who ran it and when.


2. Importing Tickets from Another Help Desk

Export your tickets from Freshdesk, Zendesk or a spreadsheet as CSV, choose the file, and press Preview.

Nothing is written until you press Import. The preview reads the whole file, tells you which columns it recognised, which it is ignoring, and lists every row that needs fixing with its line number. If any row still has an error, the import is refused rather than writing the good half — fix the file and preview it again.

Columns

Only Title is required. QueueDesk matches columns by name and already knows what Freshdesk and Zendesk call things, so a straight export from either usually maps without renaming anything:

QueueDesk fieldHeaders it recognises
TitleTitle, Subject, Summary, Short description
DescriptionDescription, Body, Details, First message
StatusStatus, State
PriorityPriority, Severity
TypeType, Ticket Type, Request Type
GroupGroup, Team, Department, Assignment Group, Queue
RequesterRequester Email, Contact Email, Customer Email, Email
AssigneeAssignee, Agent, Assigned to, Owner
DatesCreated at / Created Time, Resolved at / Solved at / Closed at
Source IDID, Ticket ID, Reference, Case Number

Your own QueueDesk backup imports back in too, so you can export, edit in a spreadsheet, and bring it back. One exception: rows for merged tickets are refused, because merging is the only thing that may set that status. Delete those rows, or set them to Closed.

Anything else in the file is listed as an ignored column. Statuses and priorities from other tools are translated — New becomes Open, Pending and Waiting on Customer become On Hold, Solved becomes Resolved, and Urgent or Critical become High, since QueueDesk has three priority levels.

What the preview will stop you on

  • •A group name that does not exist in your workspace. Create the group first, or clear the column.
  • •An assignee who is not a member. Invite them first, or clear the column.
  • •A date it cannot read. Use ISO format (2024-03-11).
  • •A status, priority or type it does not recognise, or a merged ticket.

None of these are guessed at or quietly defaulted, because an import that reports success and is wrong is worse than one that stops.

What happens to imported tickets

  • •Nobody is emailed. No confirmations to requesters, no notifications to agents. Importing two years of closed tickets should not send two years of email.
  • •QueAssist does not run on them, and they cost no AI actions.
  • •Ticket numbers are new, allocated by your workspace's own numbering rules. Your old reference is kept on the ticket so you can still search for it.
  • •Requesters who are not in your workspace are added as external contacts. They get no invite and cannot sign in.
  • •The channel is Imported, so imported history is easy to tell apart from tickets people actually raised.
  • •Rows with no status are treated as closed, on the assumption that a migration is mostly history.

Limits and re-running

A file can be up to 4 MB and 5,000 rows. Split anything larger and run the imports one after another.

Re-running the same file is safe: QueueDesk remembers the source ID of everything it imported and skips it, so a half-finished import is fixed by simply importing the same file again. The preview tells you how many rows it will skip for this reason before you commit.

Import your groups' tickets in one file per team if you can. A failed row names its line number, and a smaller file is much faster to correct.