Import data with the Sunshine Data Editor

Summary

Sunshine Data Editor is a CRM tool that provides you with a user interface to manage your custom objects and allows you to edit, import, export, and bulk delete Sunshine data directly in Zendesk. With a clean user interface for easy updates and adding new objects, you can save a lot of time with this CRM app. 

Description of features

• Provides you with an interface to manage custom objects
• Allows you to edit Zendesk CRM data directly in Zendesk
• Let's you edit data, delete data, and create individual objects
• bulk import and export / migrate data in CSV files (PRO version)
• bulk delete data (PRO version)
   

 How to import Data with Sunshine Data Editor

To import your Sunshine data, proceed as follows:

1. Create a new object under Admin Center -> Objects and add all necessary properties, including corresponding data types.                                                                                                             

   

    

2. Go back to your Support View and click on the Sunshine Data Editor icon in the sidebar and select your previously created object there.                                            

   

                                                                        

3. Manually create one record in your object and export it to generate a CSV template with the appropriate headers. 

   

    

4. Open the downloaded CSV file and paste your data into the file in the specified format.                   

   

    

5. Import the created CSV file via the Sunshine App. 

   

Need help?

If you have any questions or suggestions related to this app, please get in touch with us at app-support@leafworks.de or via our contact form.