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Creating a CSV for Custom Field Imports

Learn how to create a CSV file for importing custom field values in Zendesk, including required fields and formatting tips.

How do I create a CSV file for importing custom field values?

To create a CSV file for importing custom field values, you need to include specific fields in your file.

Start by downloading a template CSV file from Zendesk, which will guide you in adding your own field values. Your CSV should include a header row with 'value', 'tag', and 'default' fields. Ensure your file is saved in UTF-8 encoding and does not exceed 3,500 rows. This setup will help you import your values smoothly into Zendesk.


More related questions

How can I import custom field values in Zendesk?

You can import custom field values in Zendesk by creating a CSV file with the values you want to add. This is only possible when creating a new drop-down or multi-select field. To start, you'll need to create a CSV file formatted with the required…

Can I import values for existing custom fields in Zendesk?

Unfortunately, you cannot import values for existing custom fields in Zendesk. Importing is only available when creating new drop-down or multi-select fields. If you need to update an existing field with new values, you'll have to add them…

What is the process for exporting custom fields and values in Zendesk?

Exporting custom fields and values in Zendesk is a straightforward process that allows you to archive or use the data in other applications. To export, navigate to the Admin Center and select the appropriate section for your custom fields. Click on…

Can I export both fields and values together in Zendesk?

Currently, Zendesk does not offer a native feature to export both fields and values together in one step. To achieve this, you would need to export the fields and values separately and then manually combine them. Alternatively, you can use the API…

What are the limitations of importing custom field values in Zendesk?

When importing custom field values in Zendesk, there are a few limitations to keep in mind. Firstly, importing is only available for new drop-down or multi-select fields, not existing ones. Additionally, the CSV file must be properly formatted and…

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