Zendesk userswithout the spreadsheet.
Collect Zendesk user information with a simple form and download a clean CSV ready for your Zendesk bulk import workflow.
Zendesk Users
Try the template with up to 3 users
What You'll Collect
Name
StringThe person's name for identification and communication.
Emails
EmailEmail address for contact, communication, and account recovery.
Role
EnumChoose one of: end-user, agent, admin.
Ticket Restriction
EnumChoose one of: assigned, groups, none, organization, requested.
External ID
StringKept as text, so leading zeros and long numbers stay exactly as entered. Each value must be unique.
Organizations
StringOrganization or business name for company records.
Phones
StringPhone number for direct contact and communication.
Shared Phone
BooleanPhone number for direct contact and communication.
Alias
StringFree text, exported as the “alias” column.
Details
StringFree text for any extra detail.
Notes
StringDetailed description or notes about this record.
Locale
StringFree text, exported as the “locale” column.
Time Zone
StringFree text, exported as the “time_zone” column.
Remote Photo URL
URLA full web address starting with http:// or https://, checked before download.
Signature
StringFree text, exported as the “signature” column.
Skip Verify Email
BooleanEmail address for contact, communication, and account recovery.
Suspended
BooleanBoolean value indicating the status of this field.
Moderator
BooleanBoolean value indicating the status of this field.
Only Private Comments
BooleanDetailed description or notes about this record.
Tags
StringFree text, exported as the “tags” column.
Need more than three users?
Collect up to a thousand users instead.
The free template is limited to three rows so you can try the workflow. Create your own Import Builder form when you need to collect larger datasets.
Create your own formUp to 1,000 rows
Collect larger datasets without passing spreadsheets around.
Zendesk-ready fields
Use fields designed around the Zendesk user import format.
Validation
Help people provide complete and consistent user data.
Reusable forms
Use the same form whenever you need another user import.
How it works
From user details to Zendesk-ready CSV in three steps.
01
Collect
Give someone a simple form to enter the user information you need.
02
Complete
Keep the information structured and make it easier to avoid missing or inconsistent data.
03
Download
Download the completed CSV and use it with your Zendesk bulk import workflow.
Why use a form?
Getting the user data is often harder than importing it.
Sending someone a spreadsheet and asking them to fill it in can lead to missing fields, inconsistent values and unnecessary back-and-forth.
A structured form gives people a clearer way to provide the information your Zendesk account needs.
Missing information
Required information is easier to communicate before the CSV is created.
Inconsistent values
Use structured fields and predefined options where appropriate.
Spreadsheet back-and-forth
Collect the information directly through a simple browser form.
Zendesk CSV template
A simple way to collect Zendesk users
Use this template to collect Zendesk user information such as names, email addresses, phone numbers, roles, organizations and other user details.
Instead of sending someone a spreadsheet and asking them to work out which columns to complete, give them a simple form built around the Zendesk user import format.
When they're finished, download the CSV and use it with your Zendesk bulk import workflow.
If you need different fields, additional validation or more than a few rows, create your own Import Builder form and configure it for your workflow.
Need a CSV form of your own?
Create a custom Import Builder form with your own fields, validation and row limits.
Get started