Can I import my Excel file into Zendesk Sell?

Question

Can I import my Excel file into Sell?

Answer

Yes, you can import leads, contacts, and deals using an Excel file. However, the file must be properly formatted as a CSV, or Comma-Separated Values, to import.

To change your Excel file to a CSV:

In Microsoft Excel, open the file in question

Click File>Save As

Change the file format from Microsoft Excel (.xls) to Comma Separated Value (.csv)

Click Save

You can then import the resulting CSV file by following our import guide.

For more information, see the articles: Importing and exporting in Sell.