Unsupported Field Types for Import in Zendesk Sell
Which field types are unsupported for import in Zendesk Sell?
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 can use the respective API endpoints to update them.
For example, you can update Lead Status using the Leads API endpoint, and Contact Customer Status or Prospect Status using the Contacts API endpoint. Similarly, billing and shipping addresses associated with a deal can be updated using the Contacts API endpoint. This ensures that you can still manage these fields, albeit through a different method.
More related questions
How can I bulk update existing data in Zendesk Sell using a CSV file?
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…
What should I do if I need to split people and company contacts in Zendesk Sell?
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…
How do I map fields during a bulk update in Zendesk Sell?
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,…
Can I reverse a bulk update in Zendesk Sell?
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…
What should I do if I encounter issues with unsupported fields during import?
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…
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