Import Contacts and Associate with Company in Zendesk Sell
Understand the limitations of associating contacts with companies in Zendesk Sell and how to provide feedback for improvements.
Why can't I import contacts and associate them with a company in Zendesk Sell?
Currently, Zendesk Sell does not support associating contacts with a company through the CSV import unless using the Company Name field. This can be challenging for businesses with similar company names.
If you encounter issues, consider providing feedback to Zendesk. They encourage users to share their experiences in the Feedback - Sales CRM (Sell) forum, which is monitored by Product Managers for potential improvements.
More related questions
Can I specify a parent company when uploading a CSV to Zendesk Sell?
No, you cannot specify a parent company when uploading a CSV file to Zendesk Sell. The Parent Company field cannot be updated through the CSV importer tool. If you need to manage the Parent Company field, you have two options: update it manually…
How can I add multiple employees to a Company Contact in Zendesk Sell?
You can add multiple employees to a Company Contact in Zendesk Sell using the bulk import feature. This is the most efficient way to manage multiple contacts. To do this, prepare a CSV file with all the employee details and use the import function…
How do I associate a company with an existing contact in Zendesk Sell?
To associate a company with an existing contact in Zendesk Sell, you can use the CSV import feature. This allows you to update contacts with new company information. First, export your contacts, then open the file and add the company name to the…
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