To bulk import custom object records in Zendesk, you need to use a CSV file. This allows you to add or update many records at once, rather than doing it one by one.
First, ensure you are an administrator, as this is required for bulk importing. Prepare your CSV file with the correct format: it should be UTF-8 encoded, with a header row that includes a 'name' field and optionally an 'external_id' field for future updates. Once your CSV is ready, use the Data Importer tool in Zendesk's Admin Center to upload your file. You can choose to create new records, update existing ones, or do both. Remember, the import process cannot be undone, so it's wise to test with a single record first. For more details, check theoriginal documentation.
When bulk importing custom object records, there are several limitations to keep in mind. The CSV file cannot exceed 1 GB in size, and it's recommended to have a maximum of 500,000 rows. Each row should not exceed 32 KB, and the file can have up to…
Proper formatting of your CSV file is essential for a successful bulk import in Zendesk. The file must be saved using UTF-8 character encoding and include a header row. The header row should contain a 'name' field and, if you plan to update records…
Yes, you can import lookup relationship fields using the Data Importer in Zendesk. To do this, use the custom lookup relationship field's field_key as the column heading in your CSV file. You can provide either the record's ID or external ID. If…
If your CSV file headers aren't mapping correctly during import, ensure that your file meets all format requirements. The header row must include a 'name' field and match the field keys in your custom object. If issues persist, try moving the…
To check the status of your import in Zendesk, you can view your import history. This allows you to see the progress and any issues that may have occurred during the import process. After starting an import, the changes cannot be reverted, so it's…