Preparing a CSV File for Zendesk Sell Import
How do I prepare a CSV file for importing into Zendesk Sell?
To successfully import data into Zendesk Sell, your CSV file must be properly formatted. Ensure each column has a header in the first row, and the file is saved using UTF-8 or UTF-16 encoding to handle all symbols correctly.
Avoid line breaks in your data, as they can cause import issues. Keep the file size reasonable, not exceeding 3,000 contacts per import. If you have more, split them into multiple files. Include an 'Owner' column to assign leads or contacts to users, and ensure contact names are split into 'first name' and 'last name' columns if needed. For more details, check theoriginal documentation.
More related questions
What fields can I include in my CSV file for Zendesk Sell?
When importing data into Zendesk Sell, you can include a variety of fields such as first name, last name, email address, company name, and more. Each field helps categorize and manage your contacts, leads, or deals effectively. You can also include…
Can I import deals with back-dated creation dates in Zendesk Sell?
Yes, you can back-date deal creation dates in Zendesk Sell by adding a 'Deal Added' column in your CSV file. This column should be mapped to the 'Date Added' field during the import process. Ensure the date format matches your account's settings:…
How do I handle large CSV files when importing into Zendesk Sell?
When dealing with large CSV files, it's best to split them into smaller files to ensure a smooth import process. Start with a file size of around 20,000 records, and if successful, increase to 30,000-50,000 for subsequent files. This approach helps…
Can I import contacts with multiple company associations in Zendesk Sell?
Natively, Zendesk Sell allows a contact to be associated with only one company. However, you can use custom fields to assign a contact to multiple companies. Create custom fields for additional company associations and manually assign contacts to…
What should I do if my CSV import into Zendesk Sell fails?
If your CSV import into Zendesk Sell fails, check for common issues such as incorrect file encoding, missing headers, or line breaks in the data. Ensure your file is saved in UTF-8 or UTF-16 encoding and that each column has a header. Also, verify…
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