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Configuration & Advanced Options in Smart Support – Importer

The Smart Support – Importer includes a variety of configuration options to give you full control over how tickets are migrated. This article covers import options, file limits, field mappings, and advanced customization for developers.

Import Options

When uploading your file, you’ll see the following configurable options:

  • Create Missing Users
    • Automatically create WordPress users for customers if they don’t already exist.
    • Helps preserve ticket ownership and customer history.
  • Preserve Original Dates
    • Keeps original ticket creation and update timestamps.
    • Useful for historical accuracy and reporting.
  • Auto-assign Agents
    • If enabled, Smart Support automatically assigns tickets to available agents.
    • Can help streamline workflows for large imports.

File Limits

By default, the importer enforces the following limits:

  • Maximum File Size: 10MB (can be increased via filters)
  • Supported Formats: CSV, JSON, XML
  • Batch Size: 50 tickets per batch (configurable)

This ensures imports run smoothly without server timeouts.

Field Mapping Reference

The importer automatically maps fields between your source system and Smart Support.

Status Mapping

Source System Source Status Smart Support Status
Zendesk new, open open
Zendesk pending, hold pending
Zendesk solved, closed closed
Awesome Support publish open
Awesome Support pending pending
Awesome Support closed closed
Fluent Support open open
Fluent Support pending pending
Fluent Support closed closed
SupportCandy open open
SupportCandy pending pending
SupportCandy closed closed
Heroic Inbox unread, read open
Heroic Inbox replied pending
Heroic Inbox closed closed
KB Support open open
KB Support pending pending
KB Support closed closed

Advanced Configuration

For developers, the importer provides hooks and filters for customizing behavior.

Custom Field Mapping

You can override or extend default field mappings by using the smart_support_importer_field_mapping filter:

add_filter('smart_support_importer_field_mapping', function($mapping, $source_system) {
if ($source_system === 'zendesk') {
$mapping['custom_field'] = 'custom_field_value';
}
return $mapping;
}, 10, 2);

Modify Import Options

You can increase file size limits or adjust defaults via the smart_support_importer_options filter:

add_filter('smart_support_importer_options', function($options) {
$options['max_file_size'] = 20971520; // 20MB
$options['batch_size'] = 100; // Increase batch size
return $options;
});

Best Practices

  • Start with small files – Test your setup with a small batch before importing large datasets.
  • Backup your database – Always take a backup before running imports.
  • Verify field mapping – Double-check that fields from your source system align with Smart Support.
  • Monitor progress – Watch the progress bar and logs during the import.