Field Mapping for Bulk Updates in Zendesk Sell
How do I map fields during a bulk update in Zendesk Sell?
Mapping fields during a bulk update in Zendesk Sell is crucial for ensuring data accuracy. When uploading your CSV file, you need to map each column to the corresponding Zendesk Sell fields. You have several options for mapping: Standard Field, Existing Custom Field, New Custom Field, Tag, or Note.
Ensure that you map at least one column as lead, contact, or deal ID, as this is essential for identifying the records to update. Carefully review your data mapping to verify that all fields are correctly mapped, as the bulk update process cannot be reversed. Once you're satisfied with the mapping, proceed with the update.
More related questions
How can I bulk update existing data in Zendesk Sell using a CSV file?
To bulk update existing data in Zendesk Sell, you can use a CSV file. First, create a Smart List of your leads, contacts, or deals in Sell, and export it to include the IDs of each record. Filter the data to include only the information you want to…
What should I do if I need to split people and company contacts in Zendesk Sell?
If you need to split people and company contacts in Zendesk Sell, you can create a file with only the desired type of contact. On the Sell sidebar, click the Contacts icon, then go to the Working Center menu. Under Working List, click your Contacts…
Which field types are unsupported for import in Zendesk Sell?
Certain field types are unsupported for import in Zendesk Sell. These include lead status, unqualified reason, customer status, prospect status, billing address, and shipping address. While these fields cannot be updated through a CSV import, you…
Can I reverse a bulk update in Zendesk Sell?
Unfortunately, you cannot reverse a bulk update in Zendesk Sell. Once you have verified and completed the data mapping, the changes are permanent. Therefore, it's crucial to ensure that your selections and mappings are correct before proceeding…
What should I do if I encounter issues with unsupported fields during import?
If you encounter issues with unsupported fields during import in Zendesk Sell, consider using the API endpoints to update these fields. For example, you can update Lead Status using the Leads API endpoint, and Contact Customer Status or Prospect…
Interested indeflectingover 70% of your Zendesk support tickets?
Zendesk Support Tickets
Zendesk Messaging (live chat)
Join1,000+ companies reducing their support costs and freeing up support agents for more important work
“We needed an AI agent integrated within our current tools. My AskAI was the only solution that wasn't going to disrupt our operations.”
Zeffy
“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
Zinc
“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
Customer.io($50M+ ARR)
“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
Freecash
“We needed an AI agent integrated within our current tools. My AskAI was the only solution that wasn't going to disrupt our operations.”
Zeffy
“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
Zinc
“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
Customer.io($50M+ ARR)
“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
Freecash
Reduce support costs.Spend more time on customer success.
