How do I import data from Salesforce?

NOTE: Due to Salesforce's limitations, you can only export data from your Salesforce account once every 30 days.

In order to import your Salesforce data to Zendesk Sell, you'll have to export it from Salesforce first.

To export your data:

  1. Login to your Salesforce account and click on your name in the top right corner to reveal your account options, then click Setup.

In the left side menu of the Setup page, click on Data Management. It will be listed under the Administrator options.

Click Request an export of all your data.
Select Include All Data.

Select Unicode UTF-8 for the file encoding, check Replace carriage returns with spaces.

Important note: uncheck "Include images, documents, and attachments". Sell cannot import these files and will cause the import to stall/fail.

Click Start Export.

Note: Due to certain differences in the way Zendesk Sell and Salesforce handle user data, certain categories might be changed in the import process. You can be sure, though, that none of it is lost. Categories such as Account and Contact are assigned to Sell as Contacts and as company entries in the Contacts list; Opportunities are assigned as Deals; and Notes and Tasks retain their classification. Similarly, Leads are imported as Leads and retain their statuses (including custom Lead Statuses). All your Custom Fields will also be retained and imported.

To import your data into Sell:

    1. Go to the Import section your account's Settings tab, and locate Salesforce under the Import options.
    2. Navigate to the ZIP file containing your Salesforce data, upload it to Sell, and click Continue.
    3. There is no third step – you're all set!