Recent searches


No recent searches

Importing and exporting in Sell


Importing leads and contacts using a CSV file

What's my plan? You can add multiple leads, contacts, and deals to Sell by importing a CSV (comma separated values)...

Edited Jun 21, 2024

3 votes  ·  9 comments

3

Votes

9

Comments


Importing deals using a CSV file

What's my plan? You can add multiple deals to Sell by importing a CSV (comma separated values) file that contains t...

Edited Jun 21, 2024

1 vote  ·  6 comments

1

Vote

6

Comments


Creating a CSV file to import leads, contacts, or deals

What's my plan? You can import your contacts, leads, and deals into Zendesk Sell using a CSV file, hel...

Edited Jun 21, 2024

5 votes  ·  11 comments

5

Votes

11

Comments


Importing contacts from Linkedin

What's my plan? You can import contacts from LinkedIn into Sell, but first you'll need to export them from Linkedin....

Edited Jun 21, 2024

0 votes  ·  2 comments

0

Votes

2

Comments


Importing contacts into Sell

What's my plan? You can import contacts into Sell from a variety of sources, but first you must export them from th...

Edited Jun 21, 2024

1 vote  ·  2 comments

1

Vote

2

Comments


Importing data from Salesforce

What's my plan? You can import contacts from Salesforce into Sell, but first you'll need to export them from Salesfo...

Edited Jun 21, 2024

3 votes  ·  0 comments

3

Votes

0

Comments


Bulk updating using a CSV file

What's my plan? If you're trying to import new data into your Zendesk Sell account, see Importing leads, contacts, ...

Edited Jun 21, 2024

1 vote  ·  11 comments

1

Vote

11

Comments


Managing duplication settings

What's my plan? To prevent duplicates in Zendesk Sell, you can configure what fields must match in order to merge tw...

Edited Nov 11, 2024

2 votes  ·  6 comments

2

Votes

6

Comments


Exporting data from Zendesk Sell

What's my plan? You can export a lot of data with Zendesk Sell, including data that relates to: Leads Contacts Dea...

Edited Jun 21, 2024

2 votes  ·  19 comments

2

Votes

19

Comments