How do I import our customer data into ZD?

Answered

9 Comments

  • McCabe Tonna
    Community Moderator

    Hi Dan,

    You can set up User Fields for specific customer fields you may need to add.

    Zendesk has a built in CSV user import.  https://yourzendesk.zendesk.com/import?kind=user

    This documentation helps greatly: https://support.zendesk.com/entries/20065732-bulk-importing-users-and-organizations

    Let me know if you have any questions.

    Thanks,

    McCabe

     

     

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  • McCabe Tonna
    Community Moderator

    Furthermore to access the user and organization import screen.

    Manage (cog) > People > Bulk Management (top right hand of your screen)

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  • Wes Drury

    @Dan - You can import this data using the Zendesk API - documentation is located here:  http://developer.zendesk.com or you could set up Single Sign On could be an option.  

    An easy way to do this is to use the Bulk User Import Tool - https://support.zendesk.com/entries/20065732-Bulk-importing-users-and-organizations

    Hope this helps we used the Bulk User Import Tool to begin with then switched to Single Sign On however our Zendesk is internal only.  I know other customers who used the Bulk User Import and then automated it using the API.

    Let us know if you have further questions.

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  • Diane Albert

    Hi Dan - our sales reps use an Oracle database, but because we don't have real time reporting, I download quite a bit of stuff into a local Access database.

    We have several types of customers, so I wrote queries to segment them.  Based on criteria, they get additional pieces added to custom fields in Bulk User Import and then we do that in increments.  BUI can accept 2000 lines at a time anyhow, so it pretty much splits it out anyhow.

    We try to schedule these once a week during our peak season so that everything stays updated.  When we get closer to a new season, if someone hasn't been 'updated' that means they probably don't exist as a user any more and we can suspend them for later delete.

     

    diane

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  • Dan Felger

    Thank you all for your comments, much appreciated.

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  • Barry Voltz

    Are users = "Customers"?

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  • Jessie Schutz
    Zendesk Team Member

    "Users" refer to everyone in your Zendesk, regardless of role. In Zendesk parlance, customers would be referred to as "end-users".

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  • Pablo

    Hi, have been looking for something similar but not quite.

    Customer exists already in Zendesk, but in our DB we have some information about them (that may change in time) that will be useful for prioritisation automation.

    Let's imagine something like this. Customer A pays for SLA 2 hours and Customer B for 12 hours. I expect to have some integration documentation so i can pull from DB what SLA this customer subscribed so i can create the rules.

    Thx for your help.

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  • Jessie Schutz
    Zendesk Team Member

    Hi Pablo!

    Off the top of my head, I'd think that you could whatever indicator you use in your database to differentiate who has what SLA plan and correspond it to a custom user field or a user tag, which you could use as a condition in your SLAs.

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