Running a Bulk CSV Import

The Zendesk Migration Utility supports the ability to import information about Tickets and Forums and associated items from a set of Comma separated Value (CSV) Files and associated attachments.

The files containing the CSV might have been generated as an interim set of files during a previous migration from another instance of Zendesk or alternative Help Desk application supported by the migration utility.

The files might also have originated from an alternative Help Desk application that supports the export of information in CSV format, or it is even possible to create a set of CSV files from scratch using the templates provided as part of the migration utility for this purpose. This being the case it will first be necessary to ensure the structure and format of the CSV files complies with the requirements of the migration utility before the import can be successfully executed (see Preparing CSV Files for Import).

Select the Action Type

Select "Bulk CSV Import" from the list of available Actions.

Navigate to the CSV File Location

Select the "Browse" button to bring up your file explorer and navigate to the location of the files containing the CSV to be imported.

The CSV files used during the import must be contained within a .zip file (see Preparing CSV Files for Import).

1. Select the the .zip file containing the CSV files
2. Select the "Open" button to set this file name and location as the parameter in the migration utility

Enter the Import Parameters

1. Enter the URL that points to your Zendesk environment into which the information should be imported (Note: the URL must be the fully qualified domain name, including the HTTP:// prefix).
2. Enter your User Name used to log into Zendesk.
3. Enter the your Zendesk password.
4. Checking this box will match Users to be imported to those already in existence in the Zendesk database (matched by name) - leaving this box unchecked will force a new item to be created for each imported User regardless of any possible name match.

Run the Import

** WARNING ** Before running the import be sure to roll back the results of any previously aborted or incorrectly executed operation (see Deleting Imported Data).

1. Select the "Import" button to invoke the import.

The utility will now connect with your target Zendesk environment using the supplied credentials and import the information pertaining to Tickets and Forums.
Progress can and should be monitored and successful completion confirmed using the screens and messages displayed once the migration is running (see Monitoring Progress of an Import).

• media_1320763911351.png
• media_1320763952761.png
• media_1320764211271.png
• media_1320765926359.png
• media_1320766074364.png