Import requesters to Freshservice in bulk using CSV files. Before importing, here are a few points to remember:

  1. Only CSV files are supported. Other formats aren’t supported.
  2. The first row in the file must contain the header with field names similar to those inside your contacts (Name, Email, Job Title, Description, etc.).


Here's how you can import requesters into Freshservice:

  1. Go to Admin> User management > Requesters. 
    If your account has mulitiple workspaces, go to Admin > Global Settings > User management > Requesters.
     

  2. Click Import and select Import from CSV.

  3. On the next page, click on Choose file and select the CSV file. Read the instructions displayed on the page and click Import.

  4. On the next page, map the fields in the CSV with the corresponding requester fields in Freshservice, and click Import. 

    This commences the import of all requesters to Freshservice. Once completed, find the new requesters under User management > Requesters. The import feature also allows changes to be made in bulk to existing requesters. 


Note: 
  • While Importing, Please use an E-mail address for the field "Reporting Manager". This field won't get imported, if you are going to use "Names".
  • Please ensure that all locations are created in Admin > Locations before proceeding with the import. The value for this field will be left blank if the locations are not added.