How to Import Deals via CSV File - Frequently asked questions
Frequently asked questions
How do I import deals into Zendesk Sell using a CSV file?
Importing deals into Zendesk Sell using a CSV file is a straightforward process. First, ensure your CSV file is prepared with all necessary deal and contact information. Then, navigate to the Settings icon in Sell, select Data > Import, and choose…
What should I do if my CSV import in Zendesk Sell fails?
If your CSV import in Zendesk Sell fails, there are a few steps you can take to troubleshoot. First, ensure that your CSV file is formatted correctly and that all required fields are included. Check for any unsupported field types that might be…
Can I update existing contacts during a CSV import in Zendesk Sell?
Yes, you can update existing contacts during a CSV import in Zendesk Sell. When importing your data, you have the option to add new contacts and make updates to existing ones. You can choose to update only empty fields or overwrite all existing…
How do I map fields during a CSV import in Zendesk Sell?
Mapping fields during a CSV import in Zendesk Sell is crucial for ensuring your data is correctly imported. After uploading your CSV file, you'll be prompted to map each column of data to the appropriate fields in Sell. You can choose from default…
What happens if I need to revert a CSV import in Zendesk Sell?
If you need to revert a CSV import in Zendesk Sell, you can do so by accessing the Import History under Settings > Data > Import. Here, you'll find a list of your completed imports by date. Select the import you'd like to revert, and click 'Revert…
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“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
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“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
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