Import Excel to Zendesk Sell - Frequently asked questions
Discover how to import Excel files into Zendesk Sell. This page answers common questions about the process, compatibility, and troubleshooting tips.
Frequently asked questions
Can I import my Excel file into Zendesk Sell?
Yes, you can import your Excel file into Zendesk Sell, but it needs to be in CSV format. To do this, open your Excel file in Microsoft Excel, click on File > Save As, and change the file format to Comma Separated Value (.csv) before saving. Once…
How do I convert an Excel file to CSV for Zendesk Sell?
Converting an Excel file to CSV is simple and necessary for importing into Zendesk Sell. Open your Excel file, go to File > Save As, and select Comma Separated Value (.csv) as the file format. This conversion is crucial because Zendesk Sell…
What data can I import into Zendesk Sell from a CSV file?
You can import leads, contacts, and deals into Zendesk Sell using a CSV file. Ensure your data is correctly formatted in CSV to facilitate a smooth import process. By converting your Excel file to CSV, you can seamlessly bring your sales data into…
Why do I need to use CSV format for importing into Zendesk Sell?
CSV format is required for importing data into Zendesk Sell because it ensures compatibility and proper data handling. CSV, or Comma-Separated Values, is a widely accepted format for data import/export. Using CSV format helps maintain the…
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“We needed an AI agent integrated within our current tools. My AskAI was the only solution that wasn't going to disrupt our operations.”
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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?”
“Since implementing My AskAI, the AI agent has deflected at least 68% of all customer queries. This has allowed us to get our average human response time down to under 60 seconds. A goal we've had for the last 6 months and finally achieved now with My AskAI.”
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“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
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