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Bulk importing custom object records



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Jacquelyn Brewer

Zendesk Documentation Team

Edited Oct 10, 2024


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14 comments

Can we import a look-up relationship field using this method?

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Tony

Zendesk Customer Care

Hi Bryan,
 
I'm not too sure you can import a look-up relationship field at the moment. However, there are some article that might help you like this linked article here, and then this one.
 
I hope that helps.
 

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Hey! Is there a samples "upload csv file" that we could download for reference. Maybe it could be added to this article?

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Mike DR

Zendesk Customer Care

Hi Caleb!
 
Will flag this article for you to request our team to add a sample CSV file for importing custom objects.

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I'm not sure how to manage this using a .csv via an end point, but I'd like to be able to automate sending this update without paginating or hitting a server 429 error (too many requests), and without throttling our API calls. the bulk import UI features are super helpful to manage resources, is there some kind of bulk API import method?

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When using the Data Importer tool, I've tried to include a 'name' field in the header as "name" and as "custom_object_key.name" and as "name*" (the way it is documented) but the nomenclature / format keeps returning that the file headers aren't mapping. What is the proper format?

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Paolo

Zendesk Engineering

Hi Matthew,
 
You can use the Create Custom Object API to create your objects. However, if you are planning to upload it via CSV, the data importer tool is the one to use. For now, unfortunately, there is no available endpoint for bulk upload of custom objects. Please refer to this article for more information: Creating custom objects workflow and samples.
 
As for the error that you are getting with the data importer tool, make sure that the following requirements are met to avoid any issues. This can be seen above.

 
If you continue to experience issues with that data importer tool, I highly suggest reaching our to our Support Team for further checking. 
 
Best,
Paolo | Technical Support Engineer | Zendesk

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UPDATE: MOVING 'NAME' TO THE SECOND COLUMN MAPPED IT. DUNNO 🤷‍♂️

That's the issue - the CSV importer isn't recognizing that there's a column header with the title 'name'. I'm following the documentation, but a CSV template would be helpful since it seems there's some vagueness. It's recognizing some of the headers though:

Importer results:

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It would be great if the importer ran as a patch like the API rather than needing to use update and create separately. In any case, the error log for the update run is unclear.

When you try to update from a create run, the system tells you clearly that the external_ID is already in use. When you try to create from an update run, you get a pretty jumbled error message including non-essential technical info that - I believe - indicates that the external_ID doesn't exist (ie it can't update a record that doesn't exist). It would be helpful to admins if the message was a bit more plain.

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In case other Zendesk admins are running into the same issue I am…

For Data Importer to be able to bulk update organization records, the orgs need to have an external_id already populated. Data Importer does not use the organization ID as the unique identifier.

 

I created a feature request to allow Data Importer to use the Zendesk organization ID when bulk updating. Please upvote if you think this is a good idea.
https://support.zendesk.com/hc/en-us/community/posts/6980652975642-Data-Importer-Use-Org-ID-as-identifier-instead-of-external-id-when-updating-orgs

 

 

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Carl Joseph

Zendesk Product Manager

Hi mfg. Yes, the team are considering releasing an API for this, but we don't currently have a timeline for it. I'm curious how you might use such a feature? Are you able to let me know some details of your particular use case or ideas here? 

 

Thanks,

Carl

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Carl Joseph  - We use Tray for many Zendesk automations that either handle a bunch of requests, or extend existing Zendesk functionality. In terms of Custom Objects, we use one that updates the records based on a report generated by an external resource. This POST/PATCH includes about 5,000 records on a daily basis. For Tray and Zendesk limits, this is pretty resource intensive.

 

I'm not sure what other file upload API actions are supported by other end points, but I'm seeing a PUT method for User Images. Using the API in this way would allow us to bypass using the UI, and automatically process these on an off-hours schedule. 

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Hey Thomas,

 

To import values for multi-select fields, you should use the custom multi-select field's field_key as the column heading. For the values, you can specify space-delimited multi-select tags or space-delimited multi-select option IDs.

 

Here's an example using a custom clothing product object where colors are set as a multi-select field:
name,colors,in_stock
Short sleeve t-shirt,cardinal_red black white deep_green,true
Long sleeve t-shirt,gold royal_blue yellow,false


In this example:

  • The name column specifies the product name.
  • The colors column lists space-delimited color tags for the multi-select field.
  • The in_stock column indicates whether the product is in stock.

Please let me know if you need any further assistance!

 

Thanks,

 

Michal | Senior Software Engineer | Zendesk

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Jihoon Lee (이지훈)

Zendesk Luminary

When importing a custom object, it is not imported in the order of the CSV rows. Since I cannot sort the custom object, this list is displayed as is to the end user or agent. If the custom object is a number, it is not sorted, which confuses the users.

 

1) Is there any way to import a custom object in CSV order?

2) Do you plan to support sorting in custom objects? (Like the ticket field option)

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