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Automated Options: Customize Data Migration Seamlessly

Tetiana Belevska July 30, 2021

Introducing game-changing automated options for help desk data migration at your fingertips!

At Help Desk Migration, we go beyond the basics. Our latest range of automated features makes it easier than ever to move your data—no manual work, no disruptions. Just smooth, reliable migration across platforms.

What Are the Automated Custom Options?

In today’s fast-moving, tech-driven world, automation is key. That’s why we offer a set of custom options to tailor your data migration—right out of the box. It not only enhances our service but also delivers real value to our customers.

Let’s dive into the exciting automated custom options we offer for data migration:

Note: the price for your Full Data Migration changes if you apply these options.

How Do Automated Options Work?

After connecting your source and target accounts, select from the available automated options—based on your specific platforms. Press on “Options” under tickets and articles to choose the lists.

Add a new tag to the migrated tickets

When you select this option, the field for adding tags appears on the right. You need to provide at least one tag to activate this option.

Use this automated option when you want to:

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Add a Tag to the Migrated Tickets

Want to see how automated tagging can simplify your ticket migration? Watch our video on “Add Tags to Migrated Tickets” and unlock smarter migration options!

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Migrate inline images as ticket attachments

Want to keep embedded images from your source platform? This option lets you migrate inline images as attachments, but it may increase migration time. We recommend setting up your migration manually if you plan to use it.

Note: Depending on your target platform, our Migration Wizard may also keep the original inline image and add it as an attachment.

Use this custom option if your team relies more on embedded visuals, such as screenshots or mockups, than on standard attachments.

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Migrate Inline Images as Attachments

Keep every detail of your tickets — including inline images — perfectly preserved. Watch “Migrate Inline Images as Attachments” and see how this automation makes it effortless!

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Skip attachments

Need a faster migration or want to save storage on your new platform? This custom option gives you full control over which attachments you choose to manage:

This enhanced functionality not only empowers you to tailor attachment handling according to your needs but also helps optimize data storage on your platform. Moreover, it contributes to expedited data migration processes, ensuring efficiency across the board.

Use this automated option when you want to:

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Skip Attachments

Cut down migration time without losing important data. Discover the “Skip Ticket Attachments” option now!

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Transfer call recordings

Want to move call recordings from Zendesk? This option lets you transfer them as ticket attachments.

Before migration, call recordings appear as separate messages in Zendesk tickets.

With this option, they’re added as .mp3 attachments below ticket descriptions or accessible via link—depending on the target platform.

How to try it out?
Select the option before launching your Free Demo. Once it’s complete, open a migrated ticket to see how it works.

Choose this automated option when you want to:

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Transfer Call Recordings

Need to keep your Zendesk call recordings intact during migration? Watch this video to learn how automation makes it simple and seamless!

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Migrate the newest records first

Use the “Migrate Newest Records First” option to keep your support running smoothly. Your newest records transfer first, so your team stays focused on the latest customer issues while the rest migrates in the background.

Note that the option applies only to Full Migration.

Use this automated option when you need to:

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Migrate the Newest Records First

Want to start using your new help desk before migration finishes? Watch how moving the newest records first speeds up your transition!

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Migrate content translations

Have a multilingual knowledge base and want to keep all localized content? You can migrate your articles in multiple languages—just make sure both the source and target platforms support multilingual features, and that matching language versions exist on each side.

This automated option functions correctly only when all language versions of an article share the same article ID. If the article IDs differ across versions, the Migration Wizard will import only the default version.

Use this automated option when you want to:

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Migrate Content Translations

Keep all your knowledge base articles intact—no matter the language. Watch how automated migration handles multilingual content effortlessly!

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Easily keep internal article links accurate during migration with the Migration Wizard.

Here’s how it works: the tool automatically updates the domain and article IDs to match your target platform, so your articles stay connected after the move.

This feature supports both your primary knowledge base language and, if applicable, multilingual versions—keeping cross-links between translated articles intact.

Note: This automated option is currently available for Zendesk, Freshdesk, Intercom, and Jira Service Management.

Use this feature when:

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Update Cross-Links between Articles

Ensure your knowledge base links stay accurate after migration. Watch how automated cross-link updates make it easy and hassle-free!

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Select records for Demo

Want to test how specific tickets or articles migrate—without leaving it up to chance? The pre-built option gives you full control over your test migration.

It is available separately for tickets and articles under the Options section. Once selected, fields appear where you can enter up to 20 ticket IDs and 20 article IDs. Your selected records will migrate with all related data.

Even if your Full Migration uses filters (like date ranges), custom-selected records in this demo will migrate regardless of those filters.

Use this option when you want to:

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Select Records for Demo

Not sure where to start? Learn how to pick the right records for your demo migration with our automated options.

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Migrate Zendesk ticket side conversations

You’ve decided to move away from Zendesk and start fresh with a new help desk platform. Good news—your valuable ticket side conversations will migrate with you. During the process, these conversations will transfer as private comments, ensuring nothing gets lost.

Consolidating two Zendesk instances? You might wonder what happens to your side conversations. The answer is simple yet magical: they migrate as side conversations. Our data migration guarantees a seamless transfer, preserving the original form of the side conversations.

Use this option if you:

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Migrate Zendesk Side Conversations

Don’t lose valuable side conversations during your migration. Watch how automation keeps them intact and private!

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To what help desk platforms can you import Zendesk side conversation?

When migrating data from Zendesk, you can seamlessly transfer ticket-side conversations to your new help desk. Below is a list of customer service platforms that support automated import of Zendesk’s ticket side conversations:

Zendesk to Zendesk Zendesk to CSV
Zendesk to Freshdesk Zendesk to Freshservice
Zendesk to Gorgias Zendesk to Help Scout
Zendesk to HubSpot Service Hub Zendesk to ServiceDesk Plus
Zendesk to Intercom Zendesk to Salesforce Service Cloud

Here’s how to start your Free Demo: select the options you want and click Continue. The chosen settings will be applied automatically. After the Demo migration completes, review the migrated tickets to see how the custom options worked.

Let’s Improve Your Data Migration

We hope these features make your data migration smoother. If you have any questions or want to discuss scheduling your migration, feel free to contact our support team. Ready to get started? Set up your Free Demo migration today.

Help Desk Migration

Automated service to migrate your data between help desk platforms without programming skills — just follow simple Migration Wizard.

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