Bulk Importing Organizations in Zendesk
How can I bulk import organizations into Zendesk?
To bulk import organizations into Zendesk, you need to use a CSV file. This allows you to add or update multiple organizations at once.You must be an administratorto perform a bulk import. Before proceeding, it's a good idea to test your CSV file with a single organization record to ensure everything works as expected. For more detailed steps, check out theoriginal guide.
More related questions
What are the limitations of bulk importing organizations in Zendesk?
Bulk importing organizations in Zendesk comes with several limitations. For instance, the CSV file can contain a maximum of 2,000 rows when using the Bulk import pages, or up to 500,000 rows when using the data importer. Additionally, the file size…
How do I create a CSV file for bulk importing organizations?
Creating a CSV file for bulk importing organizations involves setting up a properly formatted CSV file with UTF-8 encoding. The first row should be a header row containing required fields like 'name' and optional fields like 'external_id'. Ensure…
Can I update existing organization data using a CSV import?
Yes, you can update existing organization data using a CSV import in Zendesk. You need to include the organization's 'external_id' or 'name' in the CSV to identify them. Only include the fields you want to update, as blank fields will overwrite…
What fields can I include in the CSV file for organization import?
When importing organizations, you can include fields such as 'name', 'externalid', 'notes', 'domainnames', 'shared', 'sharedcomments', 'group', and 'tags'. You can also import custom fields using the 'organizationfields.
How do I handle errors during a CSV import in Zendesk?
If you encounter errors during a CSV import, check the import history log for details. Errors often occur due to incorrect field formatting. For custom date fields, use the YY/MM/DD or YYYY-MM-DD format. For checkbox fields, use True or False. If…
Can I import custom fields when bulk importing organizations?
Yes, you can import custom fields when bulk importing organizations in Zendesk. Use the 'organizationfields.
What should I do if my CSV import is taking too long?
If your CSV import is taking longer than expected, check your email for a success or failure message. The import process can take around an hour per file, depending on the file size and queue. If you haven't received any notification, check your…
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