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What is a bulk import feature?
The role of the bulk import tool is to provide a fast way to import large quantities of data into the system. It is often overlooked, however important features of a ticketing system. The types of data vary and can include customer information, user profile lists, lists of system users, and many more. It doesn’t only work for adding new bulks of data, but also for updating the information that is already in the system. For example, it can be used for updating and extending an existing customer list in your CRM.
When you’re working with, for example, an IT support ticket system, the chances are that you have to work with large amounts of data all at once. That is exactly the case where bulk import proves invaluable because it simplifies the import process and saves you time as you don’t have to add each piece of information into the system one by one. Based on the privileges you are granted in the system, you can import large amounts of data in a matter of seconds.
Bulk importing is an operation that works differently for each system and it has a vast variety of use cases across many industries. From loading data from data files into an SQL server table, or a spreadsheet import, to adding new users to your help desk software, the bulk import operation differs in execution based on the technology you are using. The way you perform this operation also differs based on the UI and the system itself. However, in the context of help desk software and CRM, you will most likely work with a CSV data file that contains all the information you want to import into the system.
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