Getting started with Bulk Edit Users & Organizations

Bulk Edit Users & Organizations lets you find users or organisations in Zendesk, select them, and update, delete or export them in one go, instead of opening records one by one.

Install the app

1. Install Bulk Edit Users & Organizations from the Zendesk Marketplace.
2. Open Zendesk Support and click the app's icon in the left navigation bar.

There's nothing to connect or configure. The app works straight away.

Who can use it

The app acts as you, using your own Zendesk permissions. It can only change what you could change yourself in Zendesk. In practice this means Zendesk admins can edit and delete users and organisations. Agents with more limited roles may find some changes are refused.

One rule applies to everyone: only the account owner can edit the account owner. If the owner is in your selection, the app skips them and tells you so.

A quick tour

• Users and Organizations tabs at the top, each showing how many records your account has.
• A search box and Filters button to narrow the list. Active filters show as chips you can remove with one click.
• A line under the search box that tells you how many records are loaded and how many match in total, for example 5,000 of 82,341 users loaded.
• When you tick rows, a bar appears above the table with Edit, Delete and Select all matching.
• Export CSV, Refresh and Get help at the top right.

How many records are shown

Every account gets the same experience, however many users or organisations it has. Each list loads up to 5,000 matching records, and the app always shows the full match count so you know when you're looking at part of the list. To work with records beyond the first 5,000, search or filter to narrow the list, or use Select all matching to act on every match. See the other articles in this section for details.

Your first bulk edit

1. Search or filter to find the users you want.
2. Tick the rows, or tick the box in the table header to select the whole page.
3. Click Edit, choose your changes, then click Update.

Need help?

Click Get help at the top right of the app, or submit a request to our support team.