Need to import data into Zendesk but not sure where to begin? This app makes the process easy by providing you with an intuitive visual interface through which you can view, edit, sort and filter data safely before importing a single record. The following object types can be created or updated:
Users (up to 50,000 per import)
Groups (up to 100 per import)
Organizations (up to 50,000 per import)
Tickets (up to 50,000 per import)
Ticket comments and attachments are not currently supported but the app is flexible enough to support a variety of use-cases, including:
Creating regular proactive ticket campaigns
Updating agent roles (or downgrading agents) in bulk due to seasonal staffing changes
Flagging tickets for inclusion in a business rule or report
General data imports
And much more!
The first step is to create rows within the app using an interactive, editable table.
Add individual rows manually or import many rows instantly from a CSV file
Edit fields directly within the table
Receive immediate visual feedback if a field value is invalid
Add, remove and reorder columns
Select and delete rows in bulk
Export selected columns and data to a CSV file, which can then be used as an import template
Once you have populated the table with your data, you can review it before starting the actual import.
Sort the table by any column
Filter the table by keyword, against one or more columns
Toggle a view which shows only invalid rows
Finally, if you're satisfied that the data is complete and accurate, you can import all rows with the click of a button.
A progress indicator will guide you through the import itself. When the import has finished you can download a completion report containing all data, the newly created record IDs and status information (created, updated or failed with details where necessary). After creating users you have the option of proceeding immediately to ticket creation.
More detailed instructions are available, which include an overview of how to create CSV files for use with the app. Every purchase of the app also entitles you to premium support to help guide you through the process from start to finish.
If you need to import categories, sections or articles into your Zendesk Guide Help Center consider using our Help Center Import App to speed up the process. We also offer an extensive collection of beautiful and customizable Zendesk themes to take your customer self-service platform to the next level.
Importing data of all sorts into Zendesk doesn’t need to be complicated. Eliminate the guesswork and take control of your data today!