Important updates for this integration
- You can use the instructions below to run, edit, or delete current syncs
- It is not possible to create new syncs using the instructions below
- We are enhancing our existing Google Sheets app to include both inbound and outbound syncs
- Please refer to the Use the Google Sheets integration article to create new imports from Google Sheets to ZendeskConnect
About the legacy integration
This method of syncing contacts to ZendeskConnect from a Google Sheet uses the Automatic Import tool.
- We will process 1,000 rows at a time, every 30 minutes. If your spreadsheet has more than 1,000 rows, you will not see all of your data in your account right away
- The entire sheet will be imported from top to bottom every seven (7) days. This means that any changes made to already synced data won’t show up for almost a week
- We'll only import new rows added to the bottom of the synced sheet
- Any empty custom contact field cells in your sheet should be denoted with
~| - Google Sheets will only sync with text input-type custom fields. If the matching custom field in ZendeskConnect is any other field type (date, dropdown, etc.)
- Google Sheets will import a duplicate text-type custom field with the same name
Prepare your Google Sheet
Below are legacy instructions on preparing your Google Sheet for import.
As a reminder, it is no longer possible to create new imports using this method. However, you may use this section to troubleshoot any issues with your synced sheet.
Before you use the importer to connect your Google sheet to ZendeskConnect, there are a few things that you will need to keep in mind in order for the import to work.
1. Column naming and order
The first three columns should be system Email, First name, and Last name. You can name the column headers anything you like, but ZendeskConnect assumes they exist in that order and position. If your first three columns are not in that order, this will cause the importer to fail.
Custom fields start in column D and can be named anything you like and contain any text values. The system will use the header row to determine the custom field names in ZendeskConnect.
2. Remove blank rows at the end
To ensure our system calculates the correct row to start on (when the importer runs again), make sure there are no extra blank rows at the end of your spreadsheet. Not removing these rows can also cause the importer to fail.
Here is an example of how your Google Sheet should look:
Note the order of the first three columns (Email address, First name, Last name) and that all blank rows have been removed.
Once your spreadsheet is formatted to the specifications listed above, you are now ready to set up the automatic import.
Set up the Automatic Import
Below are legacy instructions on setting up the connection between Google Sheets and ZendeskConnect with the Automatic Import tool.
As a reminder, it is no longer possible to create new imports using this method. However, you may use this section to troubleshoot any issues with your synced sheet.
1. Click "Contacts" from the left menu to go to the Contacts Overview page. Click "Import."
2. Locate Google Spreadsheets from the list of available automatic imports and click on it.
3. The Google Docs modal will open. Click “Next.”
4. You will be asked to log into your Google account if you are not already.
5. On the next screen, click “Allow” to give ZendeskConnect access to your Google Spreadsheets.
6. Optional - Select which list you want to add contacts to from your Google spreadsheet by clicking it. Click “Next” to continue.
7. On the next screen, choose one of the import options by clicking it. You can choose to either import contacts and auto import new contacts in the future, or, import contacts and do not auto import new contacts in the future.
8. Select your spreadsheet from the Spreadsheet dropdown. Then, click “Next.”
9. On the next screen, click the Worksheet dropdown and click the worksheet you wish to work with. Click “Next.”
Your Google Spreadsheet is now connected to ZendeskConnect and contacts will be automatically imported into your account.
Reset the automatic import
The "Reset" button lets you sync contact data from the top of your sheet the next time the sync runs.
Comments
0 comments
Article is closed for comments.