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:
idattribute (column) should be left blank or removed entirely;
nameattribute is required; and
any other columns may be safely omitted as long as each row has the same number of fields (commas).
name,shared,domain,domain_assignment,active,members Chrispresso Inc.,true,"",false,true,email@example.com "","","","","",firstname.lastname@example.org "","","","","",email@example.com Awesome Customer Inc.,true,"",false,true,firstname.lastname@example.org "","","","","",email@example.com "","","","","",firstname.lastname@example.org Zammad Foundation,true,"",false,true,email@example.com
Several organization members can be added: Ensure to provide the users email address as shown above with empty values.
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:
🤔 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! 🎉🎉🎉