The Scenario
The annual hardware audit request arrived on a Monday with a three-week deadline. The IT team maintains a custom Zendesk object called 'Hardware Assets' — 600 records tracking asset tag, model name, serial number, and the user ID each device is assigned to. The auditors want all of it in an Excel workbook formatted to their asset register template.
The IT engineer who inherited the Zendesk account knows the data is there. He's seen it in the custom objects section of the admin panel. He's never found a way to export it.
The bad version:
- Navigate to the Zendesk custom objects section.
- Discover there's no export button for custom object records.
- Search online for how to export custom object data from Zendesk.
- Find the API documentation.
- Decide whether to write a script or find another approach.
- It's Tuesday evening. The audit deadline is in three weeks and there are five other items on the audit checklist.
Custom object data in Zendesk lives in the API. Without a tool that can call the API and write the results to a spreadsheet, you're either writing a script or doing it manually record by record through the admin panel.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It uses the Zendesk integration to pull every record from your custom object in one operation.
Open the SheetXAI sidebar in the audit workbook and paste:
List all records in the Zendesk custom object 'license_entitlements' and write them into this Excel sheet with record ID, external ID, name, and all custom field values
What You Get
- One row per custom object record — all 600.
- Every field populated: record ID, external ID, name, and all custom fields.
- No pagination, no scripting.
600 records exported. Audit package started.
What If the Data Is Not Quite Ready
You need the assigned user's name resolved from their user ID
List all records from the Zendesk custom object 'hardware_assets' — include asset tag, model, serial number, and look up the assigned user name from the user ID field. Write to this Excel sheet
User ID resolved to name in the same pull.
You need to filter to assets assigned to a specific department
List all records from the Zendesk custom object 'hardware_assets' where the 'department' custom field equals 'Finance' — write asset tag, model, serial number, and assigned user to this Excel sheet
Field-level filter applied before the data lands.
You need records from two custom objects joined
List all records from the Zendesk custom object 'hardware_assets' — asset tag, model, serial number, assigned user ID. For each record, look up the related 'warranty_records' custom object record by the 'asset_id' relationship and add the warranty expiration date to column E
Cross-object join in one ask.
Full audit package
List all records from the Zendesk custom object 'hardware_assets' to the 'All Assets' worksheet — record ID, asset tag, model, serial number, assigned user ID, assigned user name. On the 'Summary' worksheet, write total count and breakdown by model name
600 records and a model distribution summary — one prompt, audit package ready for the checklist.
Try It
Get the 7-day free trial of SheetXAI and open your audit workbook, then name the custom object and the fields you need. Related: export custom ticket fields to document the adjacent ticket schema, or return to the Zendesk integration guide.