Bulk importing users

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69 Comments

  • François Bellavance

    We were able to add a secondary email for everyone. Now my question is... Is there a method with that CSV to first remove all emails from our users and then import a new primary address?

    We did add a new email but the problem is that email is not verified to all our users.

    If it's possible then I will do that by evening.

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  • Gabriel Manlapig
    Zendesk Customer Care
    Hi François,

    Both importing users via CSV or updating users in bulk via API will add new email address as secondary one. As it turns out, there isn't any native tool that would allow you to easily change the primary email addresses for the users in a bulk. 
     
    As a workaround, you could create a custom script that uses our APIs in order to change the primary address:
    1.  Email addresses for the users are stored as identities. First, your script would need to call List Identities endpoint - it will return the user_identity id for a particular user.
       
    2. After this you would need to call Make Identity Primary endpoint in order to make the identity (ID from the point #1) primary.
     This is definitely one feature that is practical to have. Would it be possible if you can post this in our Product Feedback discussion here to engage with other users who have similar needs and discuss possible workarounds. Conversations with a high level of engagement ultimately get flagged for product managers to review when they go through roadmap planning. Thank you!
     
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  • François Bellavance

    Okay I see. Our government forced us to change all emails addresses in our place and many other. The @ and following changed and there is no method to change it easily. We pay tons of money to Zendesk. This is sad to ear.

    1
  • Dima Lazarchuk

    Hello All,

    We have a wonderful app GDPR Compliance that manages Customers and Organisations.

     

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  • Joshua Jackson

    Hi there! I was hoping for some information regarding importing via .csv, specifically. 

    I create my list in Excel and format everything as it should be (I am only importing names, organization, email, and phone). I save my spreadsheet using the required UTF-8 character encoding.

    Before importing the .csv file in the Admin portal, I open the file to verify the contents I am going to import. When I open this, the "phone" column is missing the required internationally standardized E.164 format (+). This is preventing any phone numbers from being imported; potentially causing duplicates in Support. 

    Here is my question: how can I keep the required international standardized formatting while also saving it as the required UTF-8 character encoding?

    1
  • Josef Prandstetter
    Zendesk Luminary

    Hello,

    We are a global company and in our company the default value on end-users for language is "English" and for Time zone is "GMT +01:00":


    Our company has bought a new company in a different region and we are now in the process of replacing their existing support tool and migrating it to our global support platform based on Zendesk.
    For this we have the need to set the language as well as the timezone during the import, because the default values are not applicable for the new users.
    It seems that currently you can't define language and timezone during bulk import unfortunately - are there any plans for this to be supported in the near future?

    If not, what other options/workarounds are there?

    1
  • Dima Lazarchuk

    Josef Prandstetter

    We can help you with the data migration.

    Here is our listing https://www.zendesk.com/marketplace/apps/support/120364/help-desk-migration/

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  • Josef Prandstetter
    Zendesk Luminary

    Dima Lazarchuk: you could/should know we are using your services for ticket migration multiple times so far ;) and we will use it in the future as well, because your services are part of our processes to onboard new entities - with my posts we want to state that we want to see the functionality to set language and time zone in the standard functionality without using a third-party app/service.

    1
  • Thomas Lee

    Is it possible to bulk import Contributor users? I can find no reference to this in any of the information above - only "End-user", "Agent", or "Admin" roles are mentioned. I have tried importing with the role set to 'Contributor' but this defaults to End-user when viewing the user in support. I am able to create a Contributor user manually, so I don't think it's an account restriction.

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  • Christine
    Zendesk Engineering
    Hi Thomas,

    Unfortunately, it is not possible to bulk import users with Contributor as their role. This is due to limited permissions in this role, you can only manually change the user role after they're imported to your account as end-users. Thanks!
    0
  • שגיא סגל

    Hi,

    i have a question, i want to create new users via the bulk importing method,

    I see the fields: name, email etc....

    does the external_id is option or required field?

    if it is required field how do i get them if I insert new users?

     

    1
  • Mark Molloy

    It is optional. As per the article:

    "If you have an ID other than the user's email address (such as an employee ID or customer reference number), you can include it . External IDs must be unique for each user, or data will be overwritten.

    If you don’t enable Include external ID in CSV output file, external IDs are excluded from the CSV import results file (see Importing the CSV user data file)."

    BTW, "Include external ID in CSV output file" is now called "Include external IDs in import results file".

    If you have to use an external_id, activate Include external IDs in import results file when doing a bulk import. Someone at your organization should know if external IDs are used to identify users in addition to the users' email addresses.

    Personally, I have not included external IDs and everything is OK with bulk imports if users.

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  • Frédéric

    hello,

    is there any empty template available. available?

    thanks

    0
  • Valeriia Sivachenko

    Hello,

    Is it possible to use the "Bulk import users" feature to suspend existing users? Is there a column I could include in the CSV file? I tried adding the "suspended" column with the value of "true", however, it didn't suspend the user.

    Thank you,

    Valeriia

    0
  • Sydney Neubauer
    Zendesk Luminary

    In all the documentation, I do not see it listed that you can bulk offboard Agents as well. It could be implied except that there is a specific checkbox needed to be selected in order to do so (i tried uploading an image but get an error that it is too big even though it is 35kb and way under 2mb)

     

     

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  • Dane
    Zendesk Engineering
    Hi Frédéric,

    If you go to the bottom part of the article, it will provide you the default file. It will also be advisable to do a one time export of your users so that you can have all the values for your user info.
     

    Hi Valeriia,

    I have tried it on my end and the actual bulk import option does not support suspending users. I even tried to export a suspended user but it does not have the information that it is suspended. The only option is to use the User Update API and set the suspended attribute to "true".
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  • Hector De Jesus

    Is there a way to include a password during the bulk upload? As an admin I find it very tedious to edit users one by one because we want them all to have a certain password. 

    0
  • Dane
    Zendesk Engineering
    Hi Hector,

    Unfortunately, we don't have that option for bulk import. You can look into the option of leveraging the User Password API. 
    0
  • Miki Kanomata

    Hi Zendesk team,

    Can I use the bulk upload method for Alias? (on the right side on the profile section below groups) It will be helpful when we add new agents in Zendesk.

    Thanks,

    Monika

    0
  • Ray Gonzalez
    Monica,
     
    You should be able to use the alias property within the Users object; it is available for all of the actions related to the Users endpoints. If you're having some trouble with this, feel free to submit a ticket at any time, and we'll be glad to dive in further!
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  • Dom
    Hi Monika,
     
     
    Good day! I hope you are well. Dom here chiming in for my colleague Ray.
     
    Do you need further assistance with this query of yours? If yes, please feel free to reach out to us anytime. Thank you!
     
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  • mfg

    What happens on a bulk import/update when one of the CSV headers is for a field that doesn't exist? We recently had an agent import some users and they titled the column 'FullName' instead of just 'name'. Does that data just get discarded?

    The import threw an error because one of the records was for a new end user, and (since name is required, and wasn't included) they got an error: "Name: is too short (minimum one character)". I noticed that the headers were wrong so we shouldn't experience the issue further - but since Zendesk didn't throw an error about the column more generally, I'm curious what happened to the data passed to a variable that doesn't exist.

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  • Phoebe Morin
    Zendesk Customer Care
    Hello American Medical Association,
     
    You are correct. The value/field is just simply dropped from an update (discarded). We will try to update the other, genuine fields though. 
    0
  • Deepoo

    Hi team, Is there an option to synchronize the customer profile data from 3rd party apps to Zendesk instead of bulk import/upload?

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  • Viktor Osetrov
    Zendesk Customer Care
    Hello Kumaradeepak,

    Potentially you can use the following API endpoints for that:
    > Create Or Update User - POST /api/v2/users/create_or_update
    > Create Or Update Many Users - POST /api/v2/users/create_or_update_many

    Another idea is Setting up the Zendesk Events Connector for Amazon EventBridge
    Hopefully it helps
    0
  • Natalia Numa

    Hi all, I have a question. If I import users with certain information from a subscription management system, does that info appears when the customer opens a new case? How would be the best way to keep that information up to date?

    I want to expand my knowledge into Zendesk CRM functionalities. Can you help me? 

    0
  • WeRoad

    Hello, is it possible to give access to the function "bulk import users" to people with custom roles (not Admins only)?
    If not, what's a good workaround this?

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  • Pedro Rodrigues
    Community Moderator

    Hello WeRoad, unfortunately there isn't a custom role option to set those permissions. The workaround is leveraging the API to bulk import (or use a custom app to manage user licenses).

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  • Frank Roberts

    Can the user import be augmented to allow using the external_ID of the organization to be used alternatively to the name of the organization? see below

    name,email,organization_external_id

    First Last,first.last@email.domain,1|2|3|4|5

     

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  • Joyce
    Zendesk Customer Care
    Hello Frank,
     
    For users and organizations import, the fields you can include in your CSV file are those in the article's table lists. The organization field cannot be replaced with organization_external_id. The name of the organization that the user will be added to will have to be indicated if necessary.
     
    We understand the importance of having the option to include the organization's external ID in your import file. I encourage you to create a new post in the General Product Feedback topic in our community to engage with other users who have similar needs and discuss possible workarounds. Conversations with a high level of engagement ultimately get flagged for product managers to review when they go through roadmap planning.
     
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