Plan requirement
| Subscription | Any plan |
| Access | Admin |
Long drop-down lists do not have to be typed by hand. Values can be imported, and exported for review or reuse.
Import values into a drop-down
Only while creating the field. Values can be imported when you create a drop-down or multi-select field, and not afterwards. On a field that already exists there is no import, so a list you expect to load from a file has to be created that way from the start.
- Start creating the drop-down or multi-select field.
- Under Field values, download the template CSV and fill it in: the label agents see, and the tag attached to it.
- Save it as UTF-8. Three and a half thousand rows is the ceiling.
- Click Upload CSV, choose the file and click Upload.
- Review what appeared carefully before you save the field.
Set the tags explicitly
The import lets you supply the tag for each value rather than letting Zendesk generate one. Take that opportunity. Generated tags follow the label, so a label changed later changes the tag and quietly breaks every rule built on it.
A short, stable tag that does not have to change when the wording does is worth the extra column in your file.
Export for review
Exporting gives you the list as a file, which is the practical way to have a colleague check a hundred categories, or to copy a scheme from one account to another. It is also the quickest way to spot the near-duplicates that creep into any list that grew over time.
Import replaces, so check the preview. An import that omits values you still use effectively removes them, and existing tickets are left pointing at something that no longer exists. Export first, so you have the current state.
Comments
0 comments
Article is closed for comments.