Bulk importing users

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127 Comments

  • Christian Becker
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    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
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    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 - Community Manager
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    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
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    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 - Community Manager
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    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
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    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
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    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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