Process CSV

Use and process CSV data, update Zendesk and 3rd party systems

While CSV is a common format for exporting and sharing data, e.g. from Excel spreadsheets, Zendesk's native tools don't support processing these files. As a result, agents must download the attachment and manually extract the data by copying and pasting.

Process CSV lets you handle CSV data directly from ticket attachments, updating both Zendesk and connected systems like CRMs. And not just from customers and clients - even legacy systems without an API can simply send CSV files to Zendesk, where the data is immediately usable, eliminating manual work and enabling further automation.

With Process CSV you can automatically

• Extract data from CSV files and transform it according to your needs.

• Update Zendesk tickets as well as 3rd party systems like CRMs.

• Leverage data from CSV files for custom workflows and automations.

• Enable unconnected third-party systems to sync with Zendesk by sending an email.

From data science to event management, from CRM updates to auto-filling ticket fields, Process CSV provides strong support for a variety of industries and use cases, saving time and increasing efficiency.

Key features include

• Import and process CSV: Automatically import CSV files, such as those exported from Microsoft Excel or other spreadsheet tools, directly into Zendesk.
• Automate ticket updates: Ensure accurate and up-to-date information by automatically populating Zendesk ticket fields with data from your CSV files.
• Update 3rd party systems: CRM systems or any other legacy system connected via API can also be automatically updated with the CSV data.
• Connect to external systems: Sending CSV data to Zendesk as an email attachment makes it easy to synchronize with third-party systems without an API.
• Customizable workflows: Tailor data transformations and updates to your specific needs, increasing efficiency and productivity.

Real-world applications:

• Event management: Import attendee lists via CSV files into Zendesk to automatically create tickets for each attendee, assign them to specific agents, and trigger customized email notifications.
• Customer data updates: Bulk update customer information by importing CSV files with new contact details, preferences, or subscription status, and automatically update both Zendesk and your CRM.
• Inventory management: Manage product updates by importing inventory lists that automatically update stock levels, pricing, and product descriptions throughout your support system.
• Survey processing: Import survey responses from CSV files to create tickets for follow-up actions, automatically categorize feedback, and update customer satisfaction metrics.
• Legacy system integration: Connect legacy systems by letting them export data to Zendesk as CSV files, enabling automated ticket creation and updates without complex API integrations.

Why choose Knots?

• Free trial: Just want to see if we have what it takes? Of course - try all Knots applications for free for two weeks.
• Exceptional support: Our team is ready to help with any questions, setup needs, or custom solutions.
• Flexible pricing: We support start-ups as well as enterprises, just choose a plan that fits your needs.
• Trusted solutions: Join our many happy customers who have enhanced their Zendesk workflows with Knots' innovative apps, improving efficiency as well as customer experience!

Visit knots.io for a comprehensive suite of tools designed to transform your Zendesk experience!