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How to delete data in GDPR Compliance for Zendesk

How to delete data in GDPR Compliance for Zendesk

As you may know, you are required to delete personal data after the end of customer services according to European and Californian privacy protocols.

Let’s dive into the detailed overview of the process.

First, we suggest defining the info you want to delete. To do it, go to the Settings tab > Process Preferences > Deletion. Here, you can manage your default preset or create a new one.

Deletion Preset Management

When creating or editing a preset, toggle on the Delete contacts option to permanently remove contacts with tickets. If you need to delete only tickets, disable such an option. Also, remember to save the changes.

Edit Deletion Preferences

If you want to know how to create and use process preference presets, read here.

You can launch the deleting process from several places in Zendesk. So, let’s explain every method.

Deleting from the specific ticket

The first approach is Deleting directly from the specific ticket.

1. Open the Views tab in Zendesk and select the ticket.

2. Click Apps on the right-hand sidebar. Here, you have two options for processing User or Ticket info. So, choose the type of data you want to erase. In the modal window, select Delete data > Preference preset > Proceed with selected users/tickets.

Process In Ticket

Deleting data for every single user from the list of all end-users in Zendesk

The second method is deleting data for every single user from the list of all end-users in Zendesk Support. That means you need to:

1. Go to the Customers tab in Zendesk Support and use the search bar to find a required user. Then, click on their name to open their profile.

Customers Tab

2. Find the GDPR app and click Process the user on the sidebar.

Process the User

3. Then select Delete Data, choose a Preference preset, or leave the default one, and click Proceed with selected users.

Delete User Data

Delete data from the ticket and contact lists

Also, you can delete data from Ticket and User lists inside the app.

1. Go to your GDPR and click on List Views. At the top of the sidebar, select Users or Tickets (we selected user lists).

Deleting From List

2. Then click on the Process GDPR Request button on the top right corner, choose data deletion and process preference preset, and Proceed with the list.

You can also delete data using a CSV file

Also, you may pick out a few contacts to process, click on Process GDPR Request > select Deleting process > Proceed with selected users.

Delete Selected Users

Follow the same stages for Ticket lists, for successful data treatment. The following approach allows you to cope with data removal both in mass and for separate users or tickets without clicking through the pages, so try it.

Also, use the Play icon to start the process for the exact contact and Eye icon to open and check the ticket or contact details.

Eye and Play Icon

So this is the end of our guide and we hope it was helpful! Contact us for professional help in case of some questions or problems.

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