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.
In the Settings area, go to the General tab and select Import Data from the left pane.
In the import area, you will see an option to import customers.
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.
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|
|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.
Near the top right corner, you will see an upload cloud icon to import customers.
For more information, see: Import Options