Bulk importing organizations Follow

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11 comments

  • Avatar
    Phil Holcombe

    There seems to be a broken link in this document: At the bottom, it states: See Limitations of bulk importing users and organizations. When I click on the link, I get an 'oops' page.

  • Avatar
    Jessica Marasco

    Hey Phil, 

    Sorry about that! The article has been updated. 

    Thanks!

    Jessica

  • Avatar
    Juan Arroyo

    Just to confirm shouldn't the column default should be named domains? I was a little confused when importing orgs with domains. 

    Seem to take the domain list when I renamed the column from default to domains. 

  • Avatar
    Jessie Schutz

    Hi Juan!

    Quick clarification: are you saying that when you change that column name to "domains" everything still imports without a problem?

    If that's the case, let me know and I'll have our Docs team update the article!

  • Avatar
    Jorge Morales

    What about adding a sample CSV or Excel file for Organization Bulk importing?

  • Avatar
    Nikki

    hi i have tried to bulk update organisations with customer field but it does not update. i have used the field key in my import load sheet. 

  • Avatar
    Nicole Relyea

    Hey @Nikki - Welcome to the Zendesk Community! Most often if an update doesn't work, it's because the .csv isn't properly formatted. 

    We suggest you start by checking the following things: 

    1. Be sure that there's a header row, which includes the name of each field

    2. It has to include all of the required fields (specifically the name field)

    3. Any of the fields listed have to be in the exact order of the table 

    4. If you're not importing data for a specific field, the field should be left off the sheet entirely

    Double-check if all of those pieces are in place, and if they are and it still doesn't work, let us know. 

  • Avatar
    Justin C. Flannery

    When trying to update organizations (and not create new ones) how do you overcome the following error:
    "Name: [ORGANIZATION NAME] has already been taken"

    The name is supposed to match to update organizations, so why would it trigger an error?


  • Avatar
    James Sanford

    Hey Justin!

    As long as you have "Update existing organizations" checked on the Bulk organization import page you should not generally receive an error like this.  Is it possible you have the same organization name included twice on the file you are updating? 

    I'll create a ticket so we can troubleshoot this further.  Please keep an eye out in your email for that!

  • Avatar
    Alan Domladovac Silva

    How could I update an organization if I need to modify the name?

  • Avatar
    Jessie Schutz

    Hey Alan!

    You can actually change the name of an Organization from the agent interface. Just go to your admin menu (the gear icon on the left) and go to Manage > People > Organizations. Click on the Org you want to re-name, and from there, click on the name at the top of the page. A text box will a appear, and you can change the name from there:

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