而不是添加组织一次,你can bulk add several organizations by importing a CSV (comma separated values) file. You can use bulk import to add organizations or update organizations. You must be an administrator to bulk import organizations. You can add or update several users at once (seeBulk importing users).
Bulk importing organizations can't be undone. Before importing the CSV file that contains the information of all your organizations, test that same CSV file with a single organization record to make sure the upload performs the intended tasks.
Limitations of bulk importing users and organizations
You can import a core set of data about users and organizations. For example, using bulk import, you can import the data described in the table below; however, you cannot import timezones, photos, language preferences, etc. To import data not listed in the table below, you need to use the Zendesk REST API instead. SeeImporting users with the Zendesk APIorImporting organizations with the Zendesk API.
- The maximum number of rows depends on the import method.
- For user data and updating existing organization data, the import CSV data file can contain a maximum of 2,000 rows . That is, one header row and up to 1,999 rows of data.
- For new organization data using the Data importer (beta), the import CSV file can't exceed 1 GB in size. We recommend a maximum of 500,000 rows. That is one header row and up to 499,999 rows of data. Furthermore, each row can't exceed 128 KB in size.
- When using the Data importer, the following limitations also apply:
- The import CSV file can contain a maximum of 200 columns.
- The import CSV file can
- You can only import one CSV file at a time. Therefore, if you have more data than the maximum number of rows supported for the CSV file, you must create separate files for each batch and import them one after another. When you're not using the Data importer, up to two batches are queued and run in the background. If you want to import more than two batches, you need to wait until the first batches are finished importing to add more.
- You cannot use bulk importing to import contact information from end-user Facebook or Twitter accounts. Instead, use the Zendesk REST API. SeeImporting users with the Zendesk API.
Creating the CSV organization data file
To bulk import organizations, you will use a CSV organization data file. This section will discuss how to set up your CSV data file.
- The file must be properly formatted CSV and saved using UTF-8 character encoding.
- The first row of the CSV file is the header row, and you must include it in the file.
- The header row must contain any required fields in the table below, plus any other fields listed in the table below that you want to include.
- Included fields must appear in the header row in the order they are listed below.
- If you are not importing data for a field, do not list it in the header row.
- 空的列中的数据文件会覆盖ny existing data for that organization.
- Add line breaks to notes or multiline custom fields by pressing ALT+ENTER on Windows or CTRL+OPTION+RETURN on macOS.
| Field | Description |
|---|---|
| name | Required. The organization name. |
| external_id | Optional, but recommended; required if you intend to use the Data importer to update these records in the future. A uniquely identifying value, such as an employee or customer identifying number in an external system. |
| notes | Notes about the organization. Notes are visible to agents only, not to end-users. |
| details | Detailed information about the organization, such as the address. This information is visible to agents only, not to end-users. |
| default | This is for mapping users to an organization. Enter one or more email domains, separated with spaces (for example, organization1.com organization2.com). SeeAutomatically adding users to organizations based on their email domain. |
| shared | True or False. Sets the organization as a shared organization. |
| shared_comments | True or False. Allows all users in the organization to add comments to each other's tickets. The shared field must also be set to true. |
| group | Enter a default group for the organization. SeeMapping a group to an organization. |
| tags | When user and organization tagging has been enabled for Zendesk Support (seeAdding tags and users to organizations), you can add tags to the organization. Separate each tag with spaces. |
| organization_fields. |
When you perform a bulk organization import, you can import a custom organization field by specifying theorganization_fields.prefix and the field key. For example, for the field keysubscription_date, use the following to set the imported values for this field. custom_fields.subscription_date To locate the key for a custom org field, click theAdminicon ( If a field value is not formatted correctly, the import will fail, and you will receive an error report specifying which records failed to save. For custom date fields, use either the YY/MM/DD or YYYY-MM-DD format. For checkbox fields, use eitherTrueorFalse. To set the value of drop-down list options, use the tag you added when you created the drop-down list.
Note:If the custom organization field you're importing is alookup relationship field, enter the ID of the related object as the value for this field. For example, for an organization, enter the organization's ID; for a user, enter the user's ID. To find an organization or user ID,export data from your accountor use theOrganizations APIorUsers API. Lookup relationship fields aren't supported when importing organizations on the Data importer page. |
) and selectOrganization Fields, then click the name of a custom field. The field key appears in the properties panel on the right.Importing the CSV organization data file
You can use a bulk import to create new organizations or update information for existing organizations.
Your import is added to the queue, and the organizations are added to Zendesk Support when the import process is complete. This should take around an hour per file to complete, but it does depend on file size and queue size. SeeLimitations of bulk importing users and organizations.
Using the data importer to create new organizations (beta)
The data importer is in a beta release. You can use it to import a CSV file that creates new organizations and capture logs of all attempted imports through the Data importer page. During the beta, the data importer can't be used toupdate existing organization data.
- InAdmin Center, click
Objects and rulesin the sidebar, then selectTools > Data importer. - ClickImport.
- UnderFile upload, drag and drop your file orclick to uploadand select your CSV file from the file browser.
If you need to change the file you've selected, click the delete icon (
) next to the file name. - ClickNext.
- Review theField mappinglist.
- If the field mapping is correct, clickNext.
- If the field mapping isn't correct, clickBack. Edit your CSV file to adhere to theformat requirementsand then reupload the file.
- Review the summary of import details in the confirmation dialog and then clickStart import.
After the import starts, the imported changes can't be reverted. To check the status of an import, check youimport history.
Using a CSV import to update existing organization data
The Data import page can only be used to create new organizations via a CSV import during the beta. If you need to use a CSV import to update existing organizations, you must use theAdmin Center > People > Bulk actions > Import organizationspage. You can also use this page to create new organizations. You'll receive an email when the import is complete.
- InAdmin Center, click
Peoplein the sidebar, then selectBulk actions > Import organizations. - Choose the type of import you want to perform:
Create new organizations
Update existing organizations: Use this type of import to replace existing data for the organizations listed in your CSV file. You only need to include the fields that you want to update in the file. Empty columns of data will overwrite the existing data for that organization.
- Either clickChoose Fileor theLet me paste in data insteadlink.
- ClickImport.
After the import starts, the imported changes can't be reverted.
- (Optional) View the status of in-progress imports on theAdmin Center > Objects and rules > Tools > Data importerpage. After an import completes, it's captured in the Import history log on the Data importer page.
37 Comments
Hi Aditya,
The first thing I would do isadd the groups you want to use, as you will not be able to map users to a group that does not exist already.
Then from there, when youimport agentsyou have the option to map them to this group.
I assume you are referring to agents because only agents can be in "groups" but let me know if I'm off base!
Hi all! I'm puzzled by something here and wondering if anyone can help me out.
The original article says the external_ID can be a unique identifier. I'm hoping this is true; I'm preparing to import all of our B2B customer organizations into our new help center before importing users, and there are some companies with identical names. We have unique IDs for each that we're planning to upload as well.
However, in the comments,Patrickfrom Zendesk says that only the company name is a unique ID. On the other hand, the comments fromDiogoandAustinin response to related questions from other posters suggest that the external_IDcanbe the unique identifier (and can even be used to update company names).
Anyone have any insight onto which is correct (or perhaps a nuance of this that I'm overlooking)?
Thanks!
Full XML exports aren't supported anymore, and CSV export only exports ticket information, so what is the solution to exporting Organization data now? I tried exporting a JSON file then opening in Excel and separating the data by commas, but the formatting is super messy.
The full XML exports were ideal for an organization data export.
Hi Paul,
Full XML Export isn't available for accounts with more than 200,000 tickets (which I believe yours does have), but User XML Export should still be available, and that does include Users, Groups, and Organizations:Exporting data to a JSON, CSV, or XML file
@...Perfect, that's exactly what I needed. Thank you!
Glad I could help, Paul!
Hi,
Is there a way to import information to append it to existing data already in ZenDesk?
For example, if we have an organisation with some data in the Notes field, and in the import file we wish to add some extra Notes in, but keep the original Notes, can this be done?
Thanks,
Really good question@....
It looks like you'd just need to export your org data first so that its Notes field has the current text showing in the data. From there, you could edit the Notes field in that exported data to add on any additional text to the existing text, and then import that updated data back into your Zendesk account.
I had to test on my end just to be sure, but it looks like that may be one of our best bets for appending existing organizational data. Let us know if you have any other questions!
@Austin KThanks for confirmation.
It's not the best solution really, especially when you can do an import of notes at a user level and if you separate this with a space, it DOES append any data in the import file to the existing data in ZenDesk. Why the difference between the Org level and User level?
Thanks,
In the section about 'Importing the CSV organization data file' you say you need to bulk import these in 'users' page, but there is an 'organization' page where you need to import these.
Besides that, I'm wondering how I could set up the difference between an organization, location and users. e.g. we have customer A, with locations XYZ and users 1 to 10. How do I set this up best? Can I use Groups for this purpose?
I understand you would like to use Organizations for your customers and then organize the users in those Organizations by location. The following three resources will help you with this workflow and learn about using Organizations to organize end users:
One suggestion you and your team can consider is to use Organization fields to differentiate locations. For example, you could create customer A as an organization and then create an organization field for locations X, Y, Z.
I hope this suggestion works for you and your team! :)
Hi, forgive me if I missed this. With the new change, I no longer see the Bulk Org import option, I only have User or delete. Has this completely been removed, or do I need permission for that?
Thank you for reaching out to us. This is not removed actually however, you will need to be an admin to access this.
I am trying to do a bulk import of organization data. I want to pass the account owner and ARR for each account. If the account doesn't existing in Zendesk I want to skip over it. However, the option for Create new Organizations can't be disabled
Bulk import organizations
Create new organizations
组织中存在的进口数据,但not in Zendesk, will always be created.
Update existing organizations
Update existing organizations with the attributes specified in the import data.
Hi!
I am trying to make a bulk upload for the organizations, and I see this message:
"Your job has been submitted. You will receive an email with a download link shortly."
however, It's been several days since I did this and I don't receive anything still.
Can someone tell me what I am doing wrong?
Check your inbox for a success or failure message. If the job failed, the attached csv should have the reason. Perhaps it in the junk mail folder if you don't see it in your inbox.
Hi,
I need to update the organization name, how can I do it if the organization name is the unique ID?
Are you updating the organization through the agent interface or uploading a CSV file? If through the agent interface, you should be able to change the name from the organization page and the ID would remain the same. If you're updating the name through a CSV file the same should be applicable. Just change the name field and leave everything else in the row the same.
Let me know if I'm misunderstanding your question!
Hello!
When trying to bulk update organizations, I am getting several that come back failed stating "Name: {company name} has already been taken". Any reason why this would happen while the other organizations I uploaded updated correctly?
Is it possible to sync the organisations from the sell modul to the support modul? I have quite a lot of comoanies in the sell account but not many in the zendesk suppot account
The common root cause for this behavior is due to duplicate company name in your CSV or existing orgs. You'll need to manually check it on your end.
Hi Jacob,
Unfortunately, this feature is not supported.
Hello, is there any plan to up the number of rows of data that can be uploaded at a time?
Is there a plan to restore the export to CSV option? The JSON is unusable.
I am a little confused - it says the name is required. However the next bullet says you can use an external_id. All of our systems are linked using the SalesForce account id as the names could be different between systems. How can you make the CSV import use the external_id versus the name? Also when I look under the organization fields I don't see external_id
Liz Wdid you ever get an answer for this. I have wasted 4 hours today trying to get this to work and can't. It is frustrating that the name is required but then it goes on to say a unique_id can be used. The only thing I have found with testing is if I have two accounts all with the same information on the csv except for the external id it will match the right one. However, you can't have two companies in Zendesk with the same name so what good does it do
I am experiencing issues while importing from a csv. below is the data
name
1315 -能量表达66 # 1315
below is the error:
We've been notified about this. Please contact our Customer Support team for more information about the error below:
#Parameter 'name': Expected type T.any(Integer, String, T::Boolean), got type NilClass
Caller: /app/.bundle_deployment/ruby/2.7.0/gems/sorbet-runtime-0.5.10690/lib/types/private/methods/call_validation.rb:201
Definition: /app/components/group/public/group_component/repository/group.rb:107
Sushree Kanta Peda
I reached out to support on this. The solution is to remove the blank columns with no data from the CSV.
Is there a way to add tags without it removing anything else that is listed on the organization? I've tried using it but it overwrites what's there and has been very frustrating.
When you are bulk importing orgs, the tags in your CSV file will replace the existing org tags. To avoid this from happening, you might as well consider using theupdate tag API endpoint.
Are multi select Org fields able to updated via bulk upload? If so, how would I go about formatting the field in the .CSV file to have multiple options entered?
If, for example, I want to have: custom_field.product_lines imported with multiple selections, would I have the cells in the .CSV under that header entered with each selection separated by a comma?: product_a, product_c, product_f
Pleasesign into leave a comment.