Importing Data in Zoho Desk: Improved UI  and added functionality

Importing Data in Zoho Desk: Improved UI  and added functionality

This feature is being released in a phased manner and will be available only to those who request it. Use this registration link to provide your information and request early access. We will enable the feature for your Desk account. 

Hello everyone,


We have made a couple of important updates to the Data Import feature in Zoho Desk, which also includes a UI overhaul. A detailed account of the updates is given below.

 

Transferring data to new applications is inevitable and frequently performed by most businesses; at the surface, it may appear seamless, however, it could result in inadvertent data loss or duplication of data. This leads to a disorganized database and poses a challenge with user adoption. Protecting data quality and preventing degradation during the import of data is crucial in maintaining a functional database.

 

To facilitate the user experience, we have made the following enhancements in the feature:

 

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


 

  • Unique identifier for entity mapping: We've added several new fields to help users identify if a parent entity already exists when importing a related child entity. For instance, this feature allows users to map a contact to an existing account in Zoho Desk, streamlining the import process and reducing the chances of duplication.

  • Enhanced error handling and log accessibility: We've improved error handling by enabling users to download detailed error logs directly from the history page if an import fails. This provides greater insight into what went wrong to allow quicker troubleshooting and resolution.


 

  • Support for custom modules: The Import UI has been revamped to include support for custom modules, offering greater flexibility and customization options to better meet the diverse needs of our users.

 

For instance, a large corporation is merging client data from multiple legacy systems into Zoho Desk modules. Automatic field mapping will help them ensure that contact names and account names are mapped correctly.

 

Likewise, a customer support center transitioning from another platform to Zoho Desk needs to migrate thousands of tickets. Using automatic field mapping and unique identifiers, the support center can import tickets while ensuring that existing tickets are updated with the appropriate value and no duplicate entries are created.

 

Reverting imports


Admins can revert the import if they notice inaccuracies, error in data transfer, or incomplete import due to any reason within two weeks.

 


Note that, updates made using the Update cannot be reverted.

 

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

 

This update is available to users who request access using this form. For any questions or further assistance, please reach out to our support team at support@zohodesk.com or leave your feedback in the comment section below.


Regards,

Varsha P

Zoho Desk - User education



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