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 works as intended.
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't guarantee import order for rows.
- 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.
- 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.
- 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. |
| custom_fields. |
When you perform a bulk organization import, you can import a custom organization field by specifying thecustom_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.
- UnderTarget destination, selectOrganizations.
- 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 yourimport 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.
Organizations' external_id or name must be included in the CSV so that they can be identified. Other than an organization identifier field, you only need to include the fields that you want to update in the file. If an organization's row has a blank field, it 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.
38 Comments
Multi-select custom field for organization is not yet available.
Thanks Dane, are there plans to support that in the future?
Are organization (or end user) external IDs visible in Support, or are they displayed on the record with other fields?
Theuser's external IDcan be found on the user profile page, in the bottom left corner, with the last login metadata.
And for Organization, it is also at the bottom left corner, with the last created metadata.
Hope this helps!
For those that are wondering if you can bulk update Checkbox org fields, it's just a True/False value. You'll use the same header style as "organization_fields."
False = Unchecked
True = Checked
@Zendesk, this should likely be mentioned in the documentation somewhere
is there a way to bulk update users and create organizations on tickets without reopening them?
Hey,mfg!
As an alternative to the Zendesk import tool, consider Help Desk Migration. It imports tickets and all related data into Zendesk automatedly. And KB information as well.
In your CSV file, you can include required and custom fields. As for the custom fields - they can be date, dropdown, number, decimal, and text area.
You can download a sample file and insert your data for importing your records to Zendesk or use the sample file to check how the migration service works. The free demos are available.
For more details on how to set up a file, visit:https://help-desk-migration.com/help/prepare-files-automatic-data-migration-csv/
Pleasesign into leave a comment.