Follow

Batch updating using a CSV file

If you're trying to import new data into your Zendesk Sell account, see How to Import Leads and Contacts with a CSV file. However, if you're trying to update existing data in your account, use the information in this article to understand how to perform batch updates to existing Leads, Contacts, or Deals using a CSV file.

Overview

Use the CSV import option to batch update your existing Leads, Companies (contacts), People (contacts), and Deals in Sell.  Every record in your account has a unique ID that will identify an existing Lead, Contact, or Deal in your account, and update the specific record.

GIFImport-Update-Existing-Deals.2019-03-21-12_58_56.gif

How to import updates

1. Unique Sell Identifier:  Every Lead, Contact, and Deal has a unique identifier called a Lead, Contact, or Deal ID.  To import your data, you need a column listing the unique identifier of each record.

2. Zendesk Sell Smart List: The easiest way to obtain the IDs is to use the Working List export option. Create a Smart List of your Leads, Contacts or Deals in Zendesk Sell.  When you export this file, it automatically includes the IDs of each record.

3. Filter and export: Next, filter the data to include only the information you want to update.  Add all the fields you need to edit in the Filter section and then export the Smart List. Your file automatically includes the IDs in the second column, as well as any additional fields you added. 

image_1.png

4. Edit your CSV file: Download and open the exported CSV file in any CSV editing software (Excel, Google Spreadsheets, etc). Edit the columns containing the data you wanted to update. You can add any new columns of information that you want to import as new Custom Fields during the import process.

5. Import into Zendesk Sell: When you have made your updates, save the CSV file and log into Zendesk Sell.  Navigate to Settings > Import.

6. Reimport updated data: On the first screen, select the option to update existing data.

Import_Zendesk_Sell_2019-04-08_13-52-55.png

7. Choose records: On the next screen, select the records that you are updating (Leads, People Contacts, Company Contacts, or Deals) and upload your file.

8. Map data: The next screen allows you to map the fields in your file. Make sure that you map at least one column as Lead, Contact, or Deal ID (if you exported a Smart List, it will be the second column). Map all the fields that you want to update to their equivalent Zendesk Sell fields. You have a few choices for each column from file:

  1. Standard Field: Map this as one of the standard lead/person/company/deal fields
  2. Existing Custom Field: Map this as one of the existing Custom Fields
  3. New Custom Field: You can create a new Custom Field and map the entire column to that field
  4. Tag: You can map a column as a Tag that will be added to the record
  5. Note: You can map this as a Note that will be added to the record

Image_3.png

9. Review import: You will be asked to review your data mapping and verify that your fields are correct. The Sell ID is used to update the records with the data from the columns in your file.

Note: Make sure your selections are correct because when you verify the mapping, the batch update cannot be reversed.

10. Update: Check the field mapping, click Update and the process starts.

11. Notification: You will receive an in-app notification when the update is complete. Click the Bell icon to view your Notifications Center update.

Image_4.png

Image_5.png

 

FAQ

Q: Why do I need to split People and Company Contacts in the update and how do I get a file that contains only Companies/People?

A: Standard fields and custom fields can be different in your Sell account for People and Companies. To create a file with only People or Company Contacts, go to your Contact Working List and click the Contact filter icon to select either Person or Company.

Image_6.png

Please note that if you are exporting a list of Company Contacts only, the exported CSV file will fill the Contact ID column instead of the Company ID column.

Q: How many contacts can I import at once with CSV import?

A: You can have as many contacts as you want in your Zendesk Sell account. However, we recommend that you do not exceed 5,000 contacts per import. So for example, if you have 10,000 contacts in your CSV file, it is best to divide it into two import batches.  Note that you can import as many CSV files as you want.