Creating a CSV file to import leads, contacts, or deals

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11 Comments

  • Adam Witek

    In regards to associating Person contacts with Company contacts during import...what if I have multiple companies who all have the same company name? We work with a lot of franchises and that's the case. Shouldn't I be able to match on ContactID so my Person Contacts are correctly associated?

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  • Katie Dougherty
    Zendesk Community Team

    Hi Do Not Use - Adam,

    Thank you for reaching out! 

    I see that you already worked with our team on this concern about your account :) For any other users who may be experiencing a similar concern like the one Adam mentioned above, please reach out to our team for clarification and assistance! 

    • Sell has a duplicate management system that Admins control in their settings. 
    • Merge any duplicates you find in your account. 
    • If you are familiar with Sell's API you can reference the ContactID to associate people and company contacts 

    Have a great rest of your day! 

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  • Adam Witek

    That's correct! I was able to contact support and they did the import for me.

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  • Zak Wilkowski

    When importing Deals, how do I map these so they are associated with Contacts already uploaded in Zendesk Sell? 

    Thanks in advance!

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  • Katie Dougherty
    Zendesk Community Team

    Hi Zak Wilkowski,

    I'm afraid the importer only allows you to add a Primary Contact to a Deal. Once added, the Primary Contact can be changed manually on the Deal card (not through the Batch importer).  The way to add Associated Contacts to a Deal would be via Sell's API.

    I will be sure to pass this feedback to our Product Team! Additionally, I see you already have a ticket open with our Customer Support Team. They will get back to you as soon as possible to further assist :) 

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  • Zak Wilkowski

    Hi Katie, 

    Above it states that 'If your deal's contact is already in your Sell account, Zendesk will merge your existing contact with the one in your CSV file and send you an email summary of your merged data.' 

    What details do I need to add in the CSV when importing the Deals so that they merge with the Contacts? 

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  • Katie Dougherty
    Zendesk Community Team

    Hi Zak Wilkowski,

    Correct! The logic for how your data will be merged together is configured in your duplicate management settings.  If you have checked a box in your duplicate management settings, make sure that you include that data in a column in your CSV file. Additionally, upon import, you should select the options to match your data and how you want to handle duplicates. 

    You will see a merge note left on the existing contact that a duplicate was found and merged together from your CSV import.

    If you want to clean up duplicate leads, contacts, and deals in your account, see the article: Merging leads and contacts.

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  • Marco Lorenz

    Hi, 

    is there an option to import quotes as notes?

    i tried to import quotes from SAP to Zendesk however only the first line of the quote is imported or the prices are overwritten to 1.

    our guys want to use the contacts from SAP and see the history when someone has quoted something. any way to do so?

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  • Dion Literato

    Hi Marco,

    The Sell importer will be able to import any text as a note, which means that this can also import quotes. You should be able to see all notes in a contact in Sell by clicking into that contact and filtering to show just notes (if you only want to see notes).

    Regards,

    Dion

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  • Duncan Wigley

    Hi Sell Team,

    Just want to confirm something about importing multiple tags. The advice in the table above says to "Separate each tag with a comma." However I would expect this to destroy the structure of the csv file!

    Does sell do something in the background somehow to overcome this? Or should we separate different tags with some other character.

    Thanks!

    Duncan W

     

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  • Malinda
    Zendesk Customer Advocate

    Hi Duncan,

    Separating each tag with a comma will not disrupt the CSV. This is our recommend format for a successful CSV file import.

    I hope that helps clarify!

    Malinda - Customer Advocate

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