Unfortunately, you cannot reverse a bulk update in Zendesk Sell. Once you have verified and completed the data mapping, the changes are permanent. Therefore, it's crucial to ensure that your selections and mappings are correct before proceeding with the update.
To avoid any issues, double-check your CSV file and the mapped fields in Zendesk Sell. This careful review process helps prevent errors and ensures that your data is updated accurately.
To bulk update existing data in Zendesk Sell, you can use a CSV file. First, create a Smart List of your leads, contacts, or deals in Sell, and export it to include the IDs of each record. Filter the data to include only the information you want to…
If you need to split people and company contacts in Zendesk Sell, you can create a file with only the desired type of contact. On the Sell sidebar, click the Contacts icon, then go to the Working Center menu. Under Working List, click your Contacts…
Certain field types are unsupported for import in Zendesk Sell. These include lead status, unqualified reason, customer status, prospect status, billing address, and shipping address. While these fields cannot be updated through a CSV import, you…
Mapping fields during a bulk update in Zendesk Sell is crucial for ensuring data accuracy. When uploading your CSV file, you need to map each column to the corresponding Zendesk Sell fields. You have several options for mapping: Standard Field,…
If you encounter issues with unsupported fields during import in Zendesk Sell, consider using the API endpoints to update these fields. For example, you can update Lead Status using the Leads API endpoint, and Contact Customer Status or Prospect…