Import Deals into Zendesk Sell with CSV Files
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 CSV as your file type. You can then drag and drop your file or manually upload it. After uploading, follow the prompts to map your data fields and complete the import.
It's important to note that if a contact for a deal already exists, it will be matched based on values like email or phone number. If not, a new contact will be created. For best results, ensure your pipeline stages and custom fields are correctly set up in your CSV file. For more detailed instructions, check out theoriginal documentation.
More related questions
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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