Maybe you thought about the possibility of choosing the specific user fields to import to Zendesk. If you did so, then our Proactive Campaigns for Zendesk app will be helpful. Now the field mapping view is available for your convenience when you are importing a user CSV file. Let's scope out where and how to use this feature.
Import a CSV with data syncing
Currently, the import of a .csv file is possible only during the campaign creation. Added field mapping guarantees proper synchronization with your Zendesk instance and data transition without any failures. To match your fields and import data successfully follow the next steps:
At first, you need to go to the Campaigns tab, choose “Create Campaign”, and enter the Campaign name. Then add the needed Tags and click the "Next" button.
You’ll be taken to the Select target list step. There, you'll see the Import Users List tab, just select it.
Select Target List tab
Then, Drag and Drop some files on the marked area.
Or, select the file saved on your device.
Select a file
After it, the mapping window with your custom and Zendesk fields will appear. Decide what files you want to import and choose the corresponding in the mapping tab. If there’s no need to import a certain field, select “Don’t Import”. Moreover, you don’t have to change any fields in your .csv file, the app just extracts the required data. Make sure you have chosen Name and Email, as these fields are required.
Field mapping view
When ready, click Save.
Note: You can always redact the field mapping before you run the campaign, just click the icon with arrows.
Change the field mapping
Finally, click Next and continue creating your campaign. As soon as the email campaigns process is started, your users with the necessary fields will be imported.
Proactive Campaigns for Zendesk - you should try!
See Proactive Campaigns as a reliable and functional app for yourself. It helps to reach a huge amount of your existing and potential clients at the right times, creating Zendesk tickets with any status. Also, it allows assigning and sharing campaigns between agents, scheduling campaigns, and importing users without any stress and effort. That’s all possible right from your Zendesk instance together with Proactive Campaigns!
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