To bulk import users into Zendesk, you need to create a CSV file with the user's data. This method allows you to add multiple users at once, saving time compared to adding them individually.
The CSV file should include essential user data such as email addresses and phone numbers, and you can also set user roles, define agent privileges, and add users to an organization. Remember, you must be an administrator to perform a bulk import, and data imports are not enabled by default. You'll need to contact Zendesk Customer Support to enable this feature. For more details, check out theoriginal guide.
Bulk importing users in Zendesk comes with certain limitations. For instance, the CSV file can contain a maximum of 2,000 rows when using the Bulk import pages, and up to 500,000 rows when using the data importer (beta). Additionally, the CSV file…
Creating a CSV file for bulk importing users involves formatting the file correctly and including the necessary data fields. The file must be saved using UTF-8 character encoding, and the first row should be a header row with required fields like…
Yes, you can update existing users with a bulk import in Zendesk. When updating, include the user's external_id or email address in the CSV file to identify them. Some data, like name and role, will be replaced, while others, like phone numbers and…
To prevent welcome emails from being sent during a bulk import, you need to adjust the welcome email settings in Zendesk. Navigate to Admin Center, click on People in the sidebar, then select Configuration > End users. In the User welcome email…
Yes, you can import users into multiple organizations in Zendesk if you're on the Professional or Enterprise plan. In your CSV file, list multiple organizations in the organization cell, separated by a pipe character. For example, you can enter…
To assign custom roles to agents during a bulk import, include the custom role name in the restriction field of your CSV file. Ensure that the custom role has already been created in Zendesk Support. If you use a role name that doesn't exist, the…