Changing contact user names in bulk

HelpDesk Microsoft 365 version
1

Hi,

So our organization had all its names formatted as "Surname, Firstname" (e.g, Smith, John) when we first implemented Plumsail. We have since changed everyone's name around to "Fristname Surname" (e.g. John Smith). Is there an easy way to switch all the contact's names in Plumsail without messing up the ticket histories etc?

We run Plumsail as an internal helpdesk so all our Contacts are just our users and 99% of staff had raised at least one ticket so have a contact in the contact list before we switch their names around in Active Driectory.

Thanks,
David

2

Hello! I would advise you to:

  • create a Power Automate flow,
  • retrieve all items using the SharePoint connector,
  • split the contact names by ", " using the split() expression,
  • combine a new string using the last() and first() expressions,
  • update the contact name in the current item.

Let me know if you need the more detailed guidance with step by step screenshots.

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3

Hi @Evgeniy

Thanks very much for this. I'll give it ago and get back to you if I need more help. Really appreciate it.

Thanks,
David

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