Import Leads and Contacts into Zendesk Sell
How do I import leads and contacts into Zendesk Sell using a CSV file?
To import leads and contacts into Zendesk Sell, you need to prepare a CSV file with your data. Once your file is ready, navigate to the Settings icon on the sidebar, select Data > Import, and choose CSV as the file type. You can then select whether you want to import leads, contacts, or deals & contacts. Drag and drop your file or manually upload it, and click Next to proceed.
It's important to note that importing more than 5000 records at a time is not recommended, as it may lead to errors. For more detailed instructions, you can refer to theoriginal Zendesk help article.
More related questions
What are the options for importing data into Zendesk Sell?
When importing data into Zendesk Sell, you have several options to choose from. You can add new leads or contacts and update existing ones, add only new leads or contacts, or update existing records with new data. If you're updating existing…
How can I map fields during a CSV import in Zendesk Sell?
Mapping fields during a CSV import in Zendesk Sell involves selecting the correct fields to match each column of your data. On the mapping screen, you can choose from default fields or map to custom fields that you've created. If your CSV file…
What should I do if I need to revert an import in Zendesk Sell?
If you need to revert an import in Zendesk Sell, you can do so by accessing the Import History under Settings > Data > Import. Find the import you wish to revert and click Revert Import. Keep in mind that reverting an import only removes newly…
Can I import multiselect data into Zendesk Sell?
Yes, you can import multiselect data into Zendesk Sell, but it must be formatted correctly. Ensure that values are divided by a comma separator and that all options provided are selected. Zendesk will add all possible choices that don't exist in…
What happens if my data in Zendesk Sell doesn't match the import file?
If your data in Zendesk Sell doesn't match the import file, you have options to handle this. You can choose to update only empty fields with data from the import file or overwrite all existing data with new data. Alternatively, you can create a…
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