Sharing Customers and Organisation across projects?

I've setup 3 projects to deal with service desk boards across my company. 

2 questions:

1. How do I upload a list of customers and organisations via CSV?

2. How can these be shared across the three projects so I don't have to maintain 3 customer databases?

Thanks

Tim

 

1 answer

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Susan Hauth Community Champion Aug 23, 2017

Hi Tim,

So I had no luck with any automated way of setting up the customers and Organizations when we migrated.  I did it all manually.  I did convert my users list into a comma delimted list and cut and paste into the organization so it went pretty quickly.

Maybe someone else knows how to do it via REST API?

Organizations are global so if you set up an Organization in one Service Desk then you just add it again into the other two and all the customers in those organizations will see all the service desks. 

Susan

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