Back-dating Deal Creation Dates in Zendesk Sell
Can I import deals with back-dated creation dates in Zendesk Sell?
Yes, you can back-date deal creation dates in Zendesk Sell by adding a 'Deal Added' column in your CSV file. This column should be mapped to the 'Date Added' field during the import process.
Ensure the date format matches your account's settings: MM/DD/YYYY for American format or DD/MM/YYYY for European format. If you don't include this column, the deal creation date defaults to the import completion date.
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How do I prepare a CSV file for importing into Zendesk Sell?
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How do I handle large CSV files when importing into Zendesk Sell?
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What should I do if my CSV import into Zendesk Sell fails?
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