You can import users & customers into your OneDesk from .csv files.

Before Importing

There are a few things to know and/or do before importing users or customers.

1. Ensure that you really need to use the import function. Importing will bring in a lot of old legacy data that you may be better off without. As well, customer records are automatically created as customers submit tickets and send you emails. You may not need to import them at all.

2. Make sure that you are in the correct application. Users and Customers have their own application in OneDesk and you want to be sure you are in the right one when you use the import tool. The applications are identified by unique icons:

usersUsers

 

customersCustomers 

 

3. Start by importing a test sample of a couple users or customers. This is to ensure that the data imports the way you want before you add it all. 

IMPORTANT: If you wish to import old tickets/tasks and would like them to be linked to the correct corresponding customer, then ensure that you have that customer record first. If the customer is not already added into your OneDesk BEFORE you import tickets/tasks, then they will not be linked automatically.

If you wish to import old tickets/tasks and would like them to be assigned to the correct user, then ensure that you have that user record first. If the user is not already added into your OneDesk BEFORE you import tickets/tasks, then they will not be assigned automatically.

 

How to Import Users

Step 1: Click the More Applications icon in the bottom left.

more applications

Step 2: Click on the Users application.

users application

Step 3: Click Tools at the top. 

tools

Step 4: Click Import.

import

Step 5: Select the .csv file with the users you want to import. 

Step 6: Ensure that you have AT LEAST the following required properties in your .csv file:

  • Email
  • First Name
  • Last Name

Step 7: Map the columns with the properties in the file by clicking and selecting the appropriate property from the drop-down menus.

map columns with the properties

Step 8: Click Import.

Step 9: Check over the information to ensure you have selected the correct properties.

confirm

Step 10: Click Confirm

Step 11: Click Close this window.

Note: For dates, the proper format is yyyy-mm-dd.

 

How to Import Customers

Step 1: Click the More Applications icon in the bottom left.

more applications

Step 2: Click on the Customers application.

Customers application

Step 3: Click Tools at the top. 

click tools

Step 4: Click Import.

import

Step 5: Select the .csv file with the customers you want to import. 

Step 6: Ensure that you have AT LEAST the following required properties in your .csv file:

  • Email
  • First Name
  • Last Name

Step 7: Map the columns with the properties in the file by clicking and selecting the appropriate property from the drop-down menus.

map columns with the properties

Step 8: Click Import.

Step 9: Check over the information to ensure you have selected the correct properties.

confirm

Step 10: Click Confirm

Step 11: Click Close this window.

Note: For dates, the proper format is yyyy-mm-dd.

 

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