How to Importing Data to Zoho Desk – Old UI?

Zoho Desk’s import screen has been updated over time; this article covers the current process for importing data into Zoho Desk.

Before you import

Prepare your data as CSV files, zipped together (maximum 30 MB per ZIP, up to 10,000 rows per CSV file). You’ll need the Import Records permission in your profile.

How to import data

1. Go to Setup > Data Administration > Import, then click Start Import.
2. Select the modules you’re importing into and upload your zipped CSV files, either by dragging them in or browsing for them.
3. Under Module Mapping, drag each file from Unmapped Files to the matching module.
4. Under Field Mapping, choose the import type (Create, Overwrite, or both), pick an identifier field, and check that the fields match correctly.
5. Review the mapping on the summary screen.
6. Click Start Import to begin.

Things to keep in mind

• Only CSV files are supported, and the import process runs on GMT time.
• Import modules in order: Accounts, then Contacts, then Tickets, then other modules, so record relationships are set up correctly.
• You can revert an import within 2 weeks of running it.

Frequently asked questions

What file format does Zoho Desk import support?

CSV files only, zipped together, with a maximum ZIP size of 30 MB and up to 10,000 rows per CSV file.

In what order should I import modules?

Import Accounts, then Contacts, then Tickets, then any other modules, so that relationships between records are set up correctly.

Can I undo an import?

Yes, but only within 2 weeks of running the import.

Need help?

Need help importing data into Zoho Desk? Contact support@thoughtlogik.com or see our Zoho migration services.