Book Image

Mastering Zendesk

By : Cedric F. Jacob
Book Image

Mastering Zendesk

By: Cedric F. Jacob

Overview of this book

Zendesk is a cloud-based customer service solution that is widely used because it is easy, efficienct, flexible, and low cost. It is highly scalable and is great for organizations of all sizes. If you’re a Zendesk administrator and are looking to explore advanced-level concepts, then this book is for you. It covers the core functionalities such as managing users, groups, and the organization, and creating and adding custom fields. You will learn how to add customized ticket channels to your account. Then, you will focus on customizing business rules and extending Zendesk with JIRA and Salesforce. Towards the end, the book emphasizes security and troubleshooting aspects as well as providing tips and tricks to create a more efficient support environment. By the end of this book, you will be able to turn a basic Zendesk setup into a highly customized working environment.
Table of Contents (17 chapters)
Mastering Zendesk
Credits
About the Author
About the Reviewer
www.PacktPub.com
Customer Feedback
Preface

Importing existing user databases


In many cases, companies already have a huge amount of customers before the decision to use Zendesk has been made. In such a situation, it might be handy to have the option to import those users in bulk, especially if you like to set a user tag such as our vip tag.

Zendesk offers us two different options when it comes to importing users in bulk:

  • CSV file

  • Zendesk API

We will focus on option one as we have already covered the option to add Zendesk users, utilizing the Zendesk API when discussing user tags.

In order to locate the option allowing you to import users in bulk, follow these steps:

  1. Click on the Admin icon (gear symbol) located in Zendesk's sidebar.

  2. Click on People located under MANAGE within the admin menu.

  3. Click on Bulk user import located on the right side of the main area (located in a grey box):

Before uploading our CSV file, we can choose one or both of the following options:

  • Create new users

  • Update existing users

As we are importing new users...