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.