Preparing a CSV File for Zendesk Sell Contact Import
How do I prepare a CSV file for importing contacts in Zendesk Sell?
To prepare a CSV file for importing contacts in Zendesk Sell, include the company IDs to link contacts to existing companies.
First, ensure each company exists in Zendesk Sell and find their IDs from the end of their page URLs. Add these IDs to the company_id column in your CSV file. When mapping fields during import, leave the company ID field unmapped to ensure proper linking. For more detailed instructions, refer to the article on creating a CSV file for importing leads, contacts, or deals.
More related questions
Why aren't companies linked to new Sell contacts during bulk import?
When you import contacts into Zendesk Sell, companies may not link to existing entries if you don't include the company IDs in your import file. This is because the system creates a new independent company profile if the company ID is missing. To…
How can I find the company ID for linking during import?
To link companies to contacts during import, you need the company ID, which is found at the end of the company's page URL in Zendesk Sell. First, ensure the company exists in Zendesk Sell. If it doesn't, create it. Then, navigate to the company's…
What should I do if my companies aren't linking during import?
If your companies aren't linking during import, it's likely because the company IDs are missing from your CSV file. To resolve this, ensure each company exists in Zendesk Sell and retrieve their IDs from the end of their page URLs. Add these IDs to…
Can I import contacts without linking to companies in Zendesk Sell?
Yes, you can import contacts without linking them to companies in Zendesk Sell, but this will create new independent company profiles. If you want to avoid this and link contacts to existing companies, you need to include the company IDs in your…
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