To associate a company with an existing contact in Zendesk Sell, you can use the CSV import feature. This allows you to update contacts with new company information.
First, export your contacts, then open the file and add the company name to the relevant contacts. Finally, import the updated CSV file back into Zendesk Sell. This process helps you manage contacts efficiently.
No, you cannot specify a parent company when uploading a CSV file to Zendesk Sell. The Parent Company field cannot be updated through the CSV importer tool. If you need to manage the Parent Company field, you have two options: update it manually…
You can add multiple employees to a Company Contact in Zendesk Sell using the bulk import feature. This is the most efficient way to manage multiple contacts. To do this, prepare a CSV file with all the employee details and use the import function…
Currently, Zendesk Sell does not support associating contacts with a company through the CSV import unless using the Company Name field. This can be challenging for businesses with similar company names. If you encounter issues, consider providing…