We're excited to announce some important updates to the Data Import feature in Zoho Desk, including a complete UI overhaul. Check out the details below!

Transferring data to new applications is inevitable for most businesses. While it may seem seamless at first, it can sometimes lead to unintended data loss or duplication, resulting in a disorganized database and challenges with user adoption. Protecting data quality during the import process is crucial for maintaining a functional database.

To enhance your user experience, we’ve made the following improvements:

We’ve introduced a clear, step-by-step process for imports, complete with real-time status updates for each stage. This allows you to easily monitor progress and understand the current state of every import, ensuring transparency throughout the process.  

We’ve added several new fields to help you identify if a parent entity already exists when importing a related child entity. For example, this feature allows you to map a contact to an existing account in Zoho Desk, streamlining the import process and reducing the chances of duplication.  

We’ve improved error handling by enabling you to download detailed error logs directly from the history page if an import fails. This provides greater insight into what went wrong, allowing for quicker troubleshooting and resolution.  

The Import UI has been revamped to include support for custom modules, offering greater flexibility and customization options to better meet your diverse needs.

For example, a large corporation merging client data from multiple legacy systems into Zoho Desk modules can now benefit from automatic field mapping to ensure that contact names and account names are mapped correctly.

Similarly, a customer support center transitioning from another platform to Zoho Desk can migrate thousands of tickets with ease. Using automatic field mapping and unique identifiers, the support center can ensure that existing tickets are updated with the correct values and no duplicate entries are created.

Admins can now revert an import within two weeks if they notice inaccuracies, errors in data transfer, or incomplete imports for any reason. Please note that updates made using the Update feature cannot be reverted.  

For more information on how to import data, refer to this help document on importing data.

This update is available to users who request access using this form.

Best Regards,  

Zoho Enterprise Support