To format your CSV file for Zendesk Sell, ensure the first row contains headers that reflect both standard and custom fields. These headers are crucial for mapping your data correctly when importing into Sell. When exporting, they will represent the names of the fields in your account.
For more detailed guidance, you can refer to the article on creating a CSV file to import leads, contacts, or deals.
The headers in your CSV file for Zendesk Sell represent the standard and custom fields in your account. These headers are essential for mapping your data during the import process. When exporting, they reflect the field names in your account,…
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