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Bulk import & bulk modification of Contracts, Vendors, Relationships etc

Related products:Freshservice
  • February 15, 2017
  • 2 replies
  • 62 views

Few of the areas of Freshservice allow for bulk upload or bulk modification. To populate the system is time consuming and not best use of agents's time.


Consider adding the ability to download a template that could be populated with data and then uploaded to Freshservice.


If data is already present, the template download should contain the existing data, allowing the user to add to it or modify it as necessary. When uploaded, the changes are made. (This should work much like the MS Dynamics CRM way of uploading or modifying data through tempate downloads which contain all the hidden IDs or GUIDs necessary.)

2 replies

scfa
Community Debut
  • Community Debut
  • June 7, 2023

Is this now a thing yet? 6 years wow


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  • Top Contributor ⭐
  • May 12, 2026

Wow 9 years now :(