Bulk importing users

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131 Comments

  • Christian Becker

    Heather Rommel For Customfield it is necessary to copy them also in the second line, otherwise the second entry will remove all customfields which were filled the line before. 

     

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  • Andrej Zohar

    Hi.

    Rare bird here...  But everybody here seem to be using standard Latin character set. We try to import / export contacts, but for some reason Unicode is not fully supported. Our special characters do not appear in importing or exporting from/to Sell. I am hereby providing example and below our names in form that they should appear.

    What solution do you propose? Kind regards A.

    Image removed by the Zendesk Community team as it contained sensitive data. 

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  • Brett Bowser
    Zendesk Community Team

    Hey Andrej,

    Thanks for reaching out! I removed the screenshot from your comment as it looks like it contained some phone numbers and names of potential users in your account. I'm going to create a ticket on your behalf so some of our Sell experts can discuss this with you directly.

    Cheers!

    1
  • Chris Taylor

    If I upload my users will they automatically sync to the correct org based on email address? Or will I need to ensure the org name is included in the CSV

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  • Nicole S.
    Zendesk Community Team

    Hi Chris - 

    You should include the org name in the CSV. Also note that you will need to create the orgs first, or the import will fail. 

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  • James Masterton

    Is it possible to assign Light Agents to a group using this method?  Or does that need to be done manually since Light Agents is already in the restriction field?

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  • Devan - Community Manager
    Zendesk Community Team

    Hello James Masterton,

    Updating Light Agents to a Group should be possible via Bulk Update! Let us know if you run into any issues and we'll be happy to troubleshoot it for you.

    Best regards.

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  • Kelsea O'Connor

    Is there a way to bulk replace user tags? I see it's in the list of fields that get appended, but I actually do want to replace them with new values. There are too many users to do this manually. Thanks!

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  • Christian Becker

    Hi Kelsea, 
    probably use the API

    https://developer.zendesk.com/rest_api/docs/support/tags

    With that you can delete the tags from each user and set it new.

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  • Kristen

    Hello Devan - Community Manager and Nicole S.! I am trying to delete the phone numbers for all 23k end_users that we have. I wrote a script to be able to iterate through users, pull their user identity id if it is a phone number, and then delete it via API. However, I'm noticing despite a status code 204, in many cases, I still see the phone number from the UI, despite it no longer being available when I've queried it via API. On other occasions, deleting the user identity does remove the phone number from the UI. This leaves me to believe that sometimes phone numbers (not yet clear when) are stored on both the phone field of the user AND as a user identity, and that deleting user identity does not actually remove it from the user. It is really hard to get clarity on how you all are actually storing the phone number. Could someone from the Zendesk team please elucidate for me how to permanently delete phone numbers and/or hide it from our agents?

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  • Carl McDowell
    Zendesk Customer Advocate

    Hi Kristen,

    A phone number can be stored as a direct line or a shared line. We go into some more detail here: Understanding how phone numbers are linked to end-user profiles

    However I don't think that solves the issue you are facing, and it may be worth taking this into a ticket to figure out the answer.

    I'll reach out to you from the ticket I create about your issue. Once we find the solution we can post it back here.

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