Within Teamwork Desk you can import users via
a .CSV file. For example a list of contacts
from another email application.
To do this, select your profile icon to
the top right of the Desk navigation bar
and choose Settings from the
dropdown.
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In the Settings area, go to the General
tab and select Import Data from the
left pane.
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In the import area, you will see an
option to import customers.
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Once you click Import Now,
you can upload the relevant .CSV file via
the Add Files button or by dragging and
dropping files from your computer.
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You can also download a sample file to
use as a template. The sample file includes the default columns supported when importing customers. These include:
First name | Mobile | Twitter handle |
Last name | Location | LinkedIn URL |
Email | Job title | Notes |
Phone | Facebook URL | Organization |
Once your upload is
complete, you will receive a confirmation
email.
You can also upload customers from the People
area of your Desk site.
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Near the top right corner, you will see
an upload cloud icon to import
customers.
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For more information, see: Import Options