Question
How can I bulk upload users and specify custom roles through a CSV file?
Answer
When creating a CSV (comma separated values) file to bulk-upload users into your account, you have the ability to specify custom roles in the CSV.
To specify custom roles in a CSV file
- Create an Excel or Google Sheets document using UFT-8 character encoding, with the first row containing at least the following headers: Name, Email, Role, Restriction.
- Fill out the document with all of the users you want to import/update.
- Under the Restriction column, if there is a custom role you'd like to specify, identify the role. For example, to import light agents, import them as 'Agent' under Role and 'Light Agent' under Restrictions.
- Once the file is complete, export your document in CSV format.
To import the file into your account, follow the steps outlined in the article: Bulk importing users.
2 Comments
How can I do this to bulk update instead my users in zendesk?
Hi Gerald J,
There are three ways we can bulk update your users. One is to generate a user CSV of your existing users (by exporting an XML file from Zendesk), edit the user field, and re-import the file. You may check this article for more details.
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