image for site

How to Create a CSV File for Importing - Frequently asked questions

Discover how to create a CSV file for importing leads, contacts, or deals. This page answers common questions to help streamline your data import process.

Frequently asked questions

How do I prepare a CSV file for importing into Zendesk Sell?

To successfully import data into Zendesk Sell, your CSV file must be properly formatted. Ensure each column has a header in the first row, and the file is saved using UTF-8 or UTF-16 encoding to handle all symbols correctly. Avoid line breaks in…

What fields can I include in my CSV file for Zendesk Sell?

When importing data into Zendesk Sell, you can include a variety of fields such as first name, last name, email address, company name, and more. Each field helps categorize and manage your contacts, leads, or deals effectively. You can also…

Can I import deals with back-dated creation dates in Zendesk Sell?

Yes, you can back-date deal creation dates in Zendesk Sell by adding a 'Deal Added' column in your CSV file. This column should be mapped to the 'Date Added' field during the import process. Ensure the date format matches your account's settings:…

How do I handle large CSV files when importing into Zendesk Sell?

When dealing with large CSV files, it's best to split them into smaller files to ensure a smooth import process. Start with a file size of around 20,000 records, and if successful, increase to 30,000-50,000 for subsequent files. This approach…

Can I import contacts with multiple company associations in Zendesk Sell?

Natively, Zendesk Sell allows a contact to be associated with only one company. However, you can use custom fields to assign a contact to multiple companies. Create custom fields for additional company associations and manually assign contacts to…

What should I do if my CSV import into Zendesk Sell fails?

If your CSV import into Zendesk Sell fails, check for common issues such as incorrect file encoding, missing headers, or line breaks in the data. Ensure your file is saved in UTF-8 or UTF-16 encoding and that each column has a header. Also, verify…

Interested indeflectingover 70% of your Zendesk support tickets?

Our AI customer support agent is here to help. Trained on all your help docs, installed directly into your Zendesk account, it can be used to automate customer replies for tickets or live chat. Learn more below.
Zendesk logo

Zendesk Support Tickets

Receive new tickets by email or a support form? This integration is for you.
My AskAI integrated within Zendesk to deflect support tickets
Learn about our Zendesk ticket integration
Zendesk logo

Zendesk Messaging (live chat)

Using Zendesk's Messaging widget on your site for live chat? This integration is for you.
My AskAI integrated within Zendesk to deflect customer support live chat conversations
Learn about our Zendesk Messaging integration

Join1,000+ companies reducing their support costs and freeing up support agents for more important work

Vestd company logo — Customer of My AskAI's AI customer support agents
Genesis company logo — Customer of My AskAI's AI customer support agents
Zinc company logo — Customer of My AskAI's AI customer support agents
Customer.io company logo — Customer of My AskAI's AI customer support agents
Zeffy company logo — Customer of My AskAI's AI customer support agents
NHS company logo — Customer of My AskAI's AI customer support agents
Kontakt.io company logo — Customer of My AskAI's AI customer support agents

Reduce support costs.Spend more time on customer success.

Our AI customer support agents are already used by 👇
Companies using AI assistants on their websites