The Scenario
The Zendesk account migration starts in three weeks. Before any data moves, you need to document every shared view — 45 of them — so the views can be recreated in the new account. The documentation needs to capture view name, access level, filter conditions, and column configuration. The person who built most of these views left in February.
You're the admin who inherited the account. You didn't build these views and you don't fully know what conditions are configured on half of them.
The bad version:
- Open Zendesk Admin, navigate to Views.
- Click the first shared view. Look at the conditions. Make a note. Look at the columns. Make a note. Go back.
- Repeat 44 more times.
- Realize halfway through that two views have nearly identical conditions but slightly different column configs, and you can't remember which was which.
Migration documentation exists precisely so the organization doesn't lose operational knowledge when systems or people change. Doing it by hand through a web UI is exactly the kind of task that makes it tempting to skip.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Google Sheet. It uses the Zendesk integration to pull every view's configuration in one operation.
Open the SheetXAI sidebar in your migration documentation sheet and paste:
Export all Zendesk shared views into this sheet with view ID, title, active status, access level, and a summary of the filter conditions
What You Get
- One row per shared view.
- View ID, title, active/inactive status, and access level in columns A through D.
- Filter conditions summarized as a readable description in column E.
45 views documented. No clicking through individual view pages.
What If the Data Is Not Quite Ready
You also need the column configuration for each view
Export all Zendesk shared views into this sheet — view ID, title, active status, access level, filter conditions, and the list of columns displayed in each view
Column configuration included in the same pull.
You want to separate active and inactive views
Export all Zendesk views to this sheet — put active shared views in the 'Active Views' tab and inactive ones in the 'Inactive Views' tab. Include view ID, title, access level, and conditions in each tab
Two-tab split for the migration team to review separately.
You need to flag views with complex conditions for manual review
Export all Zendesk shared views into this sheet — view ID, title, access level, conditions. Add a column marking any view with more than 3 filter conditions as 'complex - manual review'
Complexity flagging for triage.
Full migration documentation package
Export all Zendesk shared views to the 'Views' tab — view ID, title, active status, access level, filter conditions, and column configuration. On the 'Summary' tab, write total view count, count of active vs. inactive, and count of views per access level (personal/group/shared)
Complete view inventory plus summary statistics — one prompt, migration documentation ready.
Try It
Get the 7-day free trial of SheetXAI and open your migration documentation sheet, then export the full view inventory. Related: export triggers to document the automation rules alongside the views, or return to the Zendesk integration guide.