How do I sync many Accounts, Contact or Leads at once with the Salesforce integration?

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6 Comments

  • Brendan Dodgson

    I'm also finding that the bulk sync process is not working. Were you able to resolve this for the customer above @...?

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  • Dwight Bussman
    Zendesk Customer Care

    Hi @...,

    When we reached out, Jonny had already resolved this issue, saying that they got the sync to work by creating a "sync with salesforce" and "sync with zendesk" flag. I'm not sure whether that means a checkbox field, but it sounds similar to the steps described above. 

    There are a few different reasons that the bulk-sync process above might fail. As such, I'll look to see if you've already got a ticket open with our Support team and reach out therein if so, or create one if not. 

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  • Kevin Lewis

    Is this still the best method to perform a bulk sync of organizations to ZD? It seems silly that this would be the case since you all talked about including a bulk sync to match parity of the old installation a few years ago. 

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  • Ekaterina Sumolaynina
    Zendesk Customer Care

    Hi @...

    Unfortunately, yes - at this moment there's no native function that would allow you to bulk sync the Salesforce accounts with ZD organizations, so this is considered to be the best workaround.  I'd recommend following our release notes page in case if there's any updates regrading SFDC integration functionality.

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  • Melody Quinn

    @... THANK YOU so much for this article! This has saved us so much manual work and wasted time! You are a life saver!

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  • Dwight Bussman
    Zendesk Customer Care

    @... - Glad to hear! :) Always nice to hear when these little tip articles are useful.

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