Is there a way to attach a group of companies to a parent company when uploading a CSV file in Sell?
It's not possible to upload or update the Parent Company field through a CSV file. The file can't be updated through the importer tool.
As a workaround, you can either update the field manually or use the Sell API to manage your contacts.
For more information, see this article: Creating a CSV file to import leads, contacts, or deals.
How can I add multiple employees all at the same time on a Company Contact in Zendesk Sell?
Hey Human Managed,
Best way to add multiple employees in your Company Contact is through bulk import. You may check this article for that, Importing leads and contacts using CSV file. This article best describes your use case. It already has all the information you'll need to add multiple contacts in Sell.
How can I add a company to a pre-existing individual contact that does not belong to a company (en mass) in Zendesk Sell?
If it's not the parent company as mentioned in this article, you can use the CSV import to update those contacts.
Hope this helps.
Just wanted to say, this feels insane that you can't import contacts and associate them with an existing company except by using the Company Name. We deal with Franchise locations where some Company Names are the same and the import doesn't know how to handle this.
Apologies for this limitation, and we appreciate your feedback!
If you have some time, I recommend that you start a post about this in our Feedback - Sales CRM (Sell) using the Product Feedback Post Template. Our Product Managers actively monitor our feedback threads, and conversations with high user engagement ultimately get flagged by the team for roadmap planning. Thank you!
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