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Import option | Companies

  • 5 April 2019
  • 4 replies
  • 146 views
E
Rank

Is there anyway to import a CSV file in the companies section as we can do in the Contacts section? I have a lot of companies to migrate from our current solution to fresh for successfully migrate all the info.


Contacts import option:

image


Companies:

image


?????


T.Belevska 9 months ago

Hi, 

 

If you have prepared CSV files, then use CSV Importer available on the Freshworks marketplace. Just ensure you’ve downloaded a sample CSV file to check if you’ve filled in all columns correctly. Note that companies have different names on Freshservice, mainly departments.

 

Depending on your current solution, you can check if there’s any available integration with Freshservice too. This way, you can use the data from your current platform on Freshservice.


A third option is to migrate companies from your current platform to Freshervice with an automated tool. For more details, read on this article.

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4 replies

P
Rank
Hi,

We have imported companies using API.  (more as 400)
It works. Also with custom fields.

P.
T
Rank
Userlevel 1

Hi Eduardo,


You can make use of the API to update/create Companies.


Sample curl command,

curl -u xxxxxxxxxxxxxxxxxxx:X -H "Content-Type: application/json" -X POST -d '{ "itil_department":{ "name":"SuperNova", "description":"Spaceship Manufacturing Company", "domain_names":"supernova.co,supernova.acme.co"}}' https://domain.freshservice.com/itil/departments.json


Hope this helps you out!!

Anastasia
Rank
Userlevel 1
Badge +1

Hi, 

There are a few ways you can do this. 

  1. when importing contacts, you can assign a company to each contact;
  2. as already mentioned, use the API to import companies;
  3. use Help Desk Migration if you don’t know how to use the API or simply don’t have the time to figure it all out. You can import Companies to Freshdesk with a few clicks. 

Hope this helps. 

T.Belevska
Rank
Userlevel 2
Badge +2

Hi, 

 

If you have prepared CSV files, then use CSV Importer available on the Freshworks marketplace. Just ensure you’ve downloaded a sample CSV file to check if you’ve filled in all columns correctly. Note that companies have different names on Freshservice, mainly departments.

 

Depending on your current solution, you can check if there’s any available integration with Freshservice too. This way, you can use the data from your current platform on Freshservice.


A third option is to migrate companies from your current platform to Freshervice with an automated tool. For more details, read on this article.

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