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Mastering Zendesk

You're reading from  Mastering Zendesk

Product type Book
Published in Jan 2017
Publisher Packt
ISBN-13 9781786461049
Pages 412 pages
Edition 1st Edition
Languages
Concepts
Author (1):
Cedric F. Jacob Cedric F. Jacob
Profile icon Cedric F. Jacob

Importing existing user databases


In many cases, companies already have a huge amount of customers before the decision to use Zendesk has been made. In such a situation, it might be handy to have the option to import those users in bulk, especially if you like to set a user tag such as our vip tag.

Zendesk offers us two different options when it comes to importing users in bulk:

  • CSV file

  • Zendesk API

We will focus on option one as we have already covered the option to add Zendesk users, utilizing the Zendesk API when discussing user tags.

In order to locate the option allowing you to import users in bulk, follow these steps:

  1. Click on the Admin icon (gear symbol) located in Zendesk's sidebar.

  2. Click on People located under MANAGE within the admin menu.

  3. Click on Bulk user import located on the right side of the main area (located in a grey box):

Before uploading our CSV file, we can choose one or both of the following options:

  • Create new users

  • Update existing users

As we are importing new users...

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