Bulk Import Organizations via CSV

Bulk Import Organizations via CSV

Using the Organization CSV import tool, you can bulk-add various organization accounts into Chisel by importing a CSV file. 

One way to use this tool is to either add the organization’s accounts or update them.

How to Access and Use the Bulk Import Organizations via CSV Integration?

In your Chisel workspace, click on your profile at the top right corner. Now go to ‘Integrations’ and scroll till the end to click on the ‘Import’ button.

Download the draft file, add/update the data, and finally upload it by clicking on the ‘Choose file’ option. 

Please Note: The Organization CSV import tool only needs to be used once per CSV. It currently supports “Name,” “Domain,” and “Mapped Fields” from other integrations (like salesforce) and “Custom fields” created in Organization under Configurations.

Once you upload the file, you can check the ‘Live preview’ of the data that’ll be imported. 

If there’s any warning concerning the file columns, the ‘Warnings’ section will display it. Expand the ‘show more’ option to view more warnings and make necessary changes to your CSV file. 

Finally, click on the ‘Import Organziations’ button. Confirm the number of organizations that will be imported and updated. 

To check the imported/ updated organizations, go to any idea in the IdeaBox tool and open its side panel. 

Expand   ‘Organization’ to view the details.

Related Articles:

Idea Box CSV Import