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 theZendesk REST API Users endpoint．
- Depending on your subscription level andagent 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．如果你没有访问出口数据,看到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．
5 Comments
Thanks for this@...- are there any plans to have Customer Contacts unified across Support and Sell so we have one source of truth for Customer information (Customer Master)?
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Roland
Apologies for the delayed response!
This is definitely something the Sell team has plans for as part of their long term roadmap, however, we don't have an ETA of when this will be made available.
We'll be sure to keep you posted when we have more information to share :)
Brett Bowserany updates on this? it looks like a no brainer that zendesk profile should realtime sync with zendesk sell contact (bi-directional)...
This functionality is a must for us. with many customer on support and new from sell it MUST be bi-directional. When is the real time sync on ETA?
As always, Zendesk never replies with updates.
Pleasesign into leave a comment.