You can mass import CRM data into your helpdesk with the in-built CSV Importer. To import data into the helpdesk go to Data > Importer.

When you import your data, you can map each column to one of Deskpro’s User or Organization fields:

Basic Information

• First Name

• Last Name

• Name

• Title (Mr., Mrs., etc)

• Primary Email (required)

• Secondary Email

• Password

• Organization

• Organization Position

• Language (Using language ID)

• Brand

Contact Details

• Phone Number (unspaced and prefixed with country code e.g. +447700900315, +12025550156)

• Website URL

• IM

• Twitter Account

• LinkedIn profile URL

• Facebook profile URL

• Address Line 1

• Address Line 2

• City

• State

• Post/ZIP Code

• Country

User Custom Fields

• Custom User fields, or new ones you define.

Organization Fields

• Associated Domains

• Custom Organization fields or new ones you define

User Import

To begin importing User (or User and Organization) data, select the Import Now option beside Users.

The import menu will open, you can either drag and drop or select a file to import. Below is an example of the kind of data you can import where headings have been used.

Once the file is uploaded, you will be displayed the first row of data and the fields it aligns with. The fields will auto-map, but you can also go a change any from this menu by using the drop down options per field.

You will be given the Update Mode options, these let you choose the behavior for if a User or Organization record already exists in Deskpro:

• Skip - Skip the entry entirely

• Update missing values - Update any values from the CSV that are not already in Deskpro

• Update all values - Update all the values from the CSV to replace what was in Deskpro

If you have uploaded a file with Headers you want to make sure you have checked the box My data has headers as the headers will allow the fields in Deskpro to auto-map to the data you're uploading, making the process even smoother.

Once you've checked the fields are mapped correctly, you can hit Continue at the bottom of the menu to begin the import. While the data is being imported, you will see the progress on a loading bar back on the Importer page.

Under the Import History menus, you can see any imports that have been carried out in the helpdesk.

If you download the log, you can see the outcome of the import, this is helpful if any Users or Organization's failed to import as you can see where any issues may have occured.

Organization Import

Organization import is very similar to User import. You simply create a CSV file with the list of Organizations you need to import, and add in the relevant Organization fields you want to be populated during the import.

To begin importing Organization data, select the Import Now option beside Organizations.

The import menu will open, you can either drag and drop or select a file to import. Once the file is uploaded you will be displayed the first row of data and the fields it aligns with. The fields will auto-map, but you can also go a change any from this menu by using the drop down options per field.

You will be given the Update Mode options, these let you choose the behavior for if an Organization record already exists in Deskpro:

• Skip - Skip the entry entirely

• Update missing values - Update any values from the CSV that are not already in Deskpro

• Update all values - Update all the values from the CSV to replace what was in Deskpro

If you have uploaded a file with Headers you wan tto make sure you have checked the box My data has headers as the headers will allow the fields in Deskpro to auto-map to the data you're uploading, making the process even smoother.

To start the import hit Continue and you will be able to see the progress of the data on the loading bar.

Once you've imported the data, you can also check the Import History to see if any Organizations failed to import. And for more information you can download the log.