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Intercom Import — The Definitive Guide

If you are one of those people that recently discovered the wonders of Intercom but can’t move your data to it, worry not. We took the time and effort and compiled a list of functional import methods you can use to move your data. Now as a small heads-up, we didn’t include the convoluted methods but instead, listed the ones that are the easiest to execute. Thus, let’s not waste any more time and dive into the methods.

The Methods

To keep this article within reasonable lengths, we identified two core methods that you can use to move your data. The methods themselves are via the CSV file and/or using an automated migration wizard. Let’s discuss each of them separately:

Using a CSV File

Let’s start with the file method as it is the one that is the more lenghty one. So, the first thing you want to do is head over to the Intercom import menu. There you’ll see two options, specifically speaking, Import Users or Import Leads as seen below.

Intercom csv import

Image Sourced From Intercom

Select whichever you need and then drag and drop the CSV file and hit the Upload button. Keep in mind though that the maximum file size should not exceed 20 MB. In case you have a larger file, we suggest that you split them into two by dividing data. Once you are done with the file, the system will ask you what kind of column you would like to import (i.e your email field, or your ID, or address, etc.) but make sure each contact has an email address. Pick the ones you want and hit the “Confirm” button. Also, if you by any chance have a few custom columns, the system will most likely ask you to give these custom columns a specific name.

After all of the above, we suggest that you use your creativity and name the CSV list somehow unique so that once you are done with the Intercom import, you can search the imported contacts using the naming convention you’ve come up with.

Migration Wizard

And now for the second method. Unlike the previous one, this method is not free but it also does not involve any file shenanigans. Essentially, all you have to do is visit our migration page and once you are there, you will need to select the source platform (it can be anything, from a file to an email to a help desk system) and the target platform which in our case is Intercom.

Intercom import with migration wizard

After you’ve selected the plats, you need to provide the credentials (either your source or target or both platforms) as otherwise, the migration is impossible. Don’t worry, your data will be safe and sound with the system so no troubles here. After you did that, you will be asked what kind of data you need to move. Once you’ve specified, the system will perform a short test migration where a couple of records are moved. This is done to ensure no future issues are possible.

Unfortunately, you can't import your Knowledge Base to Intercom using our Migration Wizard. However, Intercom offers a way to import your files which is described here.

If everything goes by well, you will be asked once again whether you want to move your data. As for the pricing, you pay only for the number of moved records meaning no labor fees or hidden expenses. Just the records.

Core Benefits

Now that you’ve learned the methodologies, let’s take a look at what kind of benefits you can expect from each. After all, they are different and will not be suited for everyone so it is best this info is laid out flat out.

Benefits of Each Method

Migration WizardCSV
  • Fully automated
  • Has support
  • Fast and reliable
  • No coding required
  • Will work from any source
  • Can be adjusted to meet your needs
  • Free
  • No coding required
  • The file can be edited

 

Now there is more to each method but the general idea is that using the migration wizard means you get a high-quality service. We understand that not everyone can stomach the price but you can be sure that your we protect your data from corruption, losses, and mismatch. Yet, on the flip side, if you have only so much data to move and don’t really see the point in paying, the CSV file is for you. You do lose guarantees that your stuff will be safe and sound but hey, at least it’s free.

Which One Is for You?

Each method has it’s ups and downs and there is no definitive answer as to which one you should use. However, taking points from experience, if you are worried about your data and want stuff to be fast and ready, using our Migration Wizard is the way to go. You get the required support and you can have a piece of mind knowing that the process will be completed on time.

However, if you are not in a hurry or maybe you are a freelancer that just wants to move a couple of things without a hurry, the CSV file just might be the right method for you. It is free and it is not as complex as it might seem as it does not necessitate any coding or tampering with the file system.

Bottom Line

And that’s that, our answer to the ever-increasing need to move stuff to the Intercom platform. If you don’t really know which one is for you or maybe you need technical advice on things we didn’t cover here, be sure to contact our support for additional details. We will do our best to solve your issue and answer all your questions. But for now, thanks for joining and we’ll see you in our next piece.

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