Question
How do I export my users from Zendesk Support and then import them as contacts into Zendesk Sell?
Answer
From Zendesk Support, it is possible to export a list of user details through some of the following methods:
- With the use of the Zendesk REST API Users endpoint.
- Depending on your subscription level and agent role, you may have access to the data export feature in Support. For more information, see this article: Exporting data to a JSON, CSV, or XML file. If you do not have access to export data, see the article: How do I enable exports?
Once you have obtained a list of users, follow the instructions in this article to prepare the data to be imported to Sell: Creating a CSV file to import leads, contacts, or deals.
You can then use that CSV file to import contacts into Sell. For more information, see this article: Importing leads and contacts using a CSV file.
10 comments
Roland Hill
Thanks for this @... - are there any plans to have Customer Contacts unified across Support and Sell so we have one source of truth for Customer information (Customer Master)?
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Roland
4
Brett Bowser
Apologies for the delayed response!
This is definitely something the Sell team has plans for as part of their long term roadmap, however, we don't have an ETA of when this will be made available.
We'll be sure to keep you posted when we have more information to share :)
0
Simon Trudeau
Brett Bowser any updates on this? it looks like a no brainer that zendesk profile should realtime sync with zendesk sell contact (bi-directional)...
5
Lars
This functionality is a must for us. with many customer on support and new from sell it MUST be bi-directional. When is the real time sync on ETA?
4
Costel C
As always, Zendesk never replies with updates.
1
Alison JEFFRIES-THIERRY
Asking this very question and it is now Feb 2024...
1
Lars
Following! This is soon a reason to change from Zendesk to something Else….
0
JR Lausin
Upon checking on this on our end unfortunately the option given on the article is the only option as off the moment. I recomend posting a product feedback of your desired request on this link so our Dev team can check and review the request.
https://support.zendesk.com/hc/en-us/community/topics/1260801307550--Feedback-Sales-CRM-Sell-
1
Tone Love
This is definitely a mission-critical feature. Zendesk should not call their suite of productions a unified solution if the solutions can't share information seamlessly.
1
Christian Lindharth
I fully agree with Tone.
How the two are not actually sharing the same list of contacts is beyond me. We have been using Support for longer time than we have been using Sell but since many of our users are also our customers I want to make sure that the these contacts exists in both Support and Sell. If the two platforms cannot share the same contact list from the start, then it should at least be possible to import by the click of a button for anyone who need that.
I hope to see this feature sooner rather than later as it would help us a lot!
0