Importing Lookup Relationship Fields in Zendesk
Can I import lookup relationship fields using the Data Importer?
Yes, you can import lookup relationship fields using the Data Importer in Zendesk. To do this, use the custom lookup relationship field's field_key as the column heading in your CSV file.
You can provide either the record's ID or external ID. If using the record's ID, simply provide the value. If using the external ID, format it as external_id:value, replacing 'value' with the related record's external ID. This allows you to establish relationships between records during the import process.
More related questions
How can I bulk import custom object records in Zendesk?
To bulk import custom object records in Zendesk, you need to use a CSV file. This allows you to add or update many records at once, rather than doing it one by one. First, ensure you are an administrator, as this is required for bulk importing….
What are the limitations when bulk importing custom object records?
When bulk importing custom object records, there are several limitations to keep in mind. The CSV file cannot exceed 1 GB in size, and it's recommended to have a maximum of 500,000 rows. Each row should not exceed 32 KB, and the file can have up to…
How should I format my CSV file for bulk importing in Zendesk?
Proper formatting of your CSV file is essential for a successful bulk import in Zendesk. The file must be saved using UTF-8 character encoding and include a header row. The header row should contain a 'name' field and, if you plan to update records…
What should I do if my CSV file headers aren't mapping correctly?
If your CSV file headers aren't mapping correctly during import, ensure that your file meets all format requirements. The header row must include a 'name' field and match the field keys in your custom object. If issues persist, try moving the…
How can I check the status of my import in Zendesk?
To check the status of your import in Zendesk, you can view your import history. This allows you to see the progress and any issues that may have occurred during the import process. After starting an import, the changes cannot be reverted, so it's…
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