Question
How can I bulk update my users?
Answer
There are two ways to bulk update users within Zendesk. The first option is to Import Users through a CSV and the second option is to utilize the API to bulk update users. Below are the steps for both options on bulk updates.
Option 1: Import Users
1. Generate a user CSV of your existing users, either by exporting a User XML export from your Zendesk Support account (Professional or Enterprise only) or manually creating the file.
2. Edit the user field columns with your updates.
3. Re-import the file into your Zendesk via Admin (
) > Manage > People > Bulk user import.
Option 2: Update Many Users API Call
1. Create a script using the Create or Update Many Users call in the Zendesk API. 2. Adjust the user objects you want to update.
3. Run the script.
14 Comments
My zendesk doesn't have a Bulk Import Users, only has Bulk Organization Import ja Bulk users Delete ones. as seen on http://imgur.com/a/y90sU . Do I have to check a box somewhere to see it?
Anti
Are you on a trial account? Bulk import is disabled by default on trials.
Why is that the instructions here state to export an XML file instead of a CSV file when the "bulk import" instructions only allow for CSV files?
Hi Nicole,
Thank you for your inquiry.
The reason the article states that one should use an XML export, rather than a CSV, is because CSVs are specifically used for Ticket Data ( Exports ). XML exports send you Ticket Data, User Data, Account Data, Orgs, Groups, Etc. Using the XML export feature, will send you the information needed to change, alter, or update any end-user data.
There are many conversion tools located online, that will allow you to convert an XML file to a CSV file. Based on your inquiry, they may help to expedite the process of export to re-import.
Best,
Zendesk needs to build this into the admin tools. We should be able to select a list of end users, select one or more fields to change and update them at once.
Hey Jon -
Sharing that feedback along with some detail on your use case would be great to post in the Product Feedback topic, which our product teams follow.
Thanks Nicole. I've added to the Product feedback - hopefully in the correct place.
Great, thanks, Jon.
Bulk manipulation of Agents and Groups is an obvious tool for administration and shouldn't even have to be requested. Currently I have to go through every single agent, one by one, who I bulk imported and take them out of the default support group they were forcefully put into. Default groups are incredibly pointless/annoying and should be removed from Zendesk.
Is there a way to update many users with a tag, I'm trying like:
but it removes the current tags. I want just to add a new tag.
Hey Vlad!
Are you sure you're using whatever the right syntax is to add tags? You might be using "set tags", which removes all the existing tags and replaces them. I'm not sure how that works when you're coding it like this, but it might be worth double checking.
Hey Jessie, I'm using just "tags" as it is in the API documentation.
https://cl.ly/523a4643d20d
Vlad
I have added tags to tickets (but not users). To add, you need to follow the format below:
Would it be worth trying that for user?
I've tried that already Graeme, but it has not worked for users :/
Anyway, really appreciate your help!
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