Bringing in your Customer Base

Manage your Customer Data Schema
Customer fields in Freshdesk are highly customizable and can represent all your customer data in a bespoke, robust schema. This article contains: Be...
Mon, 9 Sep, 2024 at 1:11 PM
Manage Customer Data in Freshdesk
After you review your customer data schema, you are ready to create, edit, and delete contacts and companies. This article contains: Before you begin...
Mon, 9 Sep, 2024 at 1:08 PM
Personalize support using Customer Segments
Customer Segments lets you filter and group customers to provide personalized support. Saved segments can be used in automation rules and in self-service. ...
Mon, 9 Sep, 2024 at 12:54 PM
Importing and Exporting customer data
Note: For importing/exporting contacts on Freshdesk Omni, refer to this article. Importing Data You can import contact and company information from ...
Wed, 16 Oct, 2024 at 4:44 PM
Timezone and Language - Import format
While performing bulk imports in Freshdesk, you can use the following formats to configure timezones and languages for contacts in your CSV file. Time Z...
Tue, 20 Dec, 2022 at 7:20 PM