Specify Custom Roles in Zendesk Bulk Upload
Learn how to specify custom roles when bulk uploading users in Zendesk. Use the Restriction column to assign roles easily.
How do I specify custom roles when bulk uploading users in Zendesk?
Specifying custom roles when bulk uploading users in Zendesk is straightforward.
In your CSV file, use the Restriction column to identify any custom roles. For instance, if you want to import light agents, you would list them as 'Agent' under the Role column and 'Light Agent' under the Restriction column. This allows you to assign specific roles to users during the bulk upload process.
More related questions
How can I bulk upload users and specify custom roles in Zendesk?
You can bulk upload users and specify custom roles in Zendesk using a CSV file. To do this, create an Excel or Google Sheets document with UTF-8 character encoding. The first row should include headers like Name, Email, Role, and Restriction. Fill…
What are the necessary headers for a CSV file to bulk upload users in Zendesk?
To bulk upload users in Zendesk, your CSV file must include specific headers. The essential headers for your CSV file are Name, Email, Role, and Restriction. These headers should be in the first row of your Excel or Google Sheets document, which…
Can I bulk update existing users in Zendesk using a CSV file?
Yes, you can bulk update existing users in Zendesk using a CSV file. To do this, generate a user CSV of your existing users by exporting an XML file from Zendesk. Edit the user fields as needed in the CSV file, then re-import it into Zendesk. This…
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