Announcing the data importer beta and a new way to import organization data

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11 Comments

  • Amie (successcx)

    Hey Carl, is this just for org data only? Or end-user too?

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  • Elizabeth

    This is an excellente news, when will we be able to test if we have a Zendesk Suite plan?

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  • Arianne Batiles
    Zendesk Customer Care

    Hi Amie (successcx)

    Yes this is currently for importing organization data only. 

     

     

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  • Arianne Batiles
    Zendesk Customer Care
    Hi Elizabeth, 
     
    Under a Suite plan, you should now be able to find it in your Admin Center > Tools > Data importer. 
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  • Amie (successcx)

    Hey Carl Joseph

    Are you also going to build a way to bulk delete orgs from the admin UI? We can bulk delete users from the UI, but not orgs. It would be awesome if the feature set was aligned and we could bulk delete orgs from the UI - without having to utilise the API. :) This would be ace as well!

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  • Hi Arianne Batiles

    I think that's a slight typo. I can see the data importer under:

    > Admin Centre > Objects and Rules > Tools > Data Importer

    Very happy with this!! Thank you

     

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  • Hi

    I keep getting an error when importing using the beta Data Importer tool.

    The first thing I believe is incorrect is the csv column header format requirements. The article says that custom org fields should use custom_fields.<field key>.

    However, when I view the mapping data, it looks like the importer wants organization_fields.<field key> (see below).

    However, even if I use organization_fields.<field key> the import still gives me an error of: "Row 1 failed to import to zen:organization. Invalid payload." (see below). However all fields map correctly (when I use organization_fields.<field key>) and the file is a csv with UTF-8.

    I'm guessing as this is still in beta it's either not working or buggy and we should stick with the original way to bulk import Orgs?

    Image - Field Mapping

    Image - Error

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  • Stephen

    Everytime I have attempted to upload a csv to import, I receive the following error:

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  • Carl Joseph
    Zendesk Product Manager

    Hi Chad Susa (Gravity CX - Zendesk Partner). Thanks for picking that up! 

    The standard (non custom) fields can just be referred to by their field key (e.g. name, domain).

    That `organization_fields.parent_company` you see there is a custom field on your Organization object. I've raised it with the team and we'll look into correcting the inconsistency in naming here.

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  • Chris Shortall

    Hi - Is the Org Data Importer for "new" not "updated records?

    Doing some testing and getting this error when trying to update an existing record:



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  • Jacquelyn Brewer
    Zendesk Documentation Team

    Hi Chris Shortall. Yes, during this beta period, the data importer can only be used to add new organizations. If you need to update existing organizations, you can still use the Import organizations page in Admin Center to perform bulk updates. See Using a CSV import to update existing organization data.

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