Bulk import

What is a bulk import feature?

The role of the bulk import tool is to provide a fast way to import large quantities of data into the system. The types of data vary and can include customer information, user profile lists, lists of system users, and many more. It doesn’t only work for adding new bulks of data, but also for updating the information that is already in the system. For example, it can be used for updating and extending an existing customer list in your CRM.

The bulk import feature simplifies the import process and saves you time as you don’t have to add each piece of information into the system one by one. Based on the privileges you are granted in the system, you can import large amounts of data in a matter of seconds.

Bulk importing is an operation that works differently for each system and it has a vast variety of use cases across many industries. From loading data from data files into an SQL server table, or a spreadsheet import, to adding new users to your help desk software, the bulk import operation differs in execution based on the technology you are using. The way you perform this operation also differs based on the UI and the system itself. However, in the context of help desk software and CRM, you will most likely work with a CSV data file that contains all the information you want to import into the system.

Frequently asked questions

What does a bulk import mean?

This function provides a faster method of importing large volumes of data. Based on your role in the system you are using and the permissions granted, you can import data into the system using CSV files (comma-separated values) that contain all the information you wish to add or update in the system.

What's the role of the bulk import feature?

It allows you to add multiple system users at once. This saves you from having to add users one by one. In addition to basic customer data (phone, email), you can also import more detailed data that is available to you. You can do this by an import CSV files operation,  uploading Xml files, importing from a database, or using other input files. Be careful to adhere to the required file size or any other restrictions the system you're working with might have.

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