Managing Organizations via CSV Import¶
If your organization has information about customers (or personnel) already stored in a directory system that can export to CSV, you can batch-import them into Zammad in just three steps.
Step 1: Inspect the sample .csv¶
Use the link at the bottom of the CSV import dialog (“Example CSV file for download”) to see how Zammad expects you to format your organization data.
Step 2: Export Your Organization Data to .csv¶
Prepare your .csv file according to the format found in Step 1 above. Note that:
the
id
attribute (column) should be left blank or removed entirely;the
name
attribute is required; andany other columns may be safely omitted as long as each row has the same number of fields (commas).
For instance:
name,shared,domain,domain_assignment,active,members
Chrispresso Inc.,true,"",false,true,emma@chrispresso.com~~~jacob@chrispresso.com~~~chris@chrispresso.com
Awesome Customer Inc.,true,"",false,true,emily@example.com~~~samuel@example.com~~~anna@example.com
Zammad Foundation,true,"",false,true,nicole.braun@zammad.org
Several organization members can be added. Separate multiple values for one
field with ~~~
as above.
Step 3: Import Your .csv to Zammad¶
Once your raw organization data has been submitted, Zammad will perform a test run to compute the number of affected records:
Note
🤔 How does it know when to create new records and when to update?
Records are updated when the imported data contains a name
that matches
an existing organization entry.
Click Yes, start real import to proceed. (If you’re importing a lot of records, be patient—it may take a minute.)
That’s it! 🎉🎉🎉