Autotask PSA data import, export and merging

Autotask PSA import done without disruptions

Your Autotask PSA data transfer starts with our evolved help desk data migration platform. The automated data movement can’t be simpler—either you want to import, export or merge your Autotask PSA data without disruption. Try out the data migration steps in a free Demo.

Security compliance

Lead the way in industry security

The data transfer tool offers encoded dialogues, secured servers, and leading authorization approaches across all levels

Built to bring value and save time

The automated data migration tool excludes workflow drops or inconveniences for your customers and agents

Transparent and scalable pricing

The trusted data replication tool delivers a balanced mix of feature + cost balance through its reasonable pricing policy

Companies across many industries trust our data movement platform
Automattic Arkansas tech university Cosmos Thule Petplan

Explore Autotask PSA data extract service functions and capabilities

Automated data migration tool

Data migration software helps you in moving data without coding, causing downtime, or disruption to your team.

Data mapping to fine-tuned all aspects

Import the standard and custom fields during the Autotask PSA replication to retain the data configuration unchanged.

Tackle customer service delay during Autotask PSA movement

Keep your operations flowing with ease as data migrates, thanks to our Delta option.

Dedicated support service crew

Need help in Autotask PSA data transfer? Our support team is in a single click.

Select data for a custom demo

Move up to 20 preferred record IDs (20 tickets and 20 KB articles) free of charge.

Let us handle your transfer planning

Our account managers create detailed migration planning to simplify the help desk data shift.

Enjoy your Autotask PSA movement with a Concierge Migration

Leave the planning, mapping, and preparing Full movement to our team—we’ll handle it skillfully for you!

Custom data shift

Let’s delve into platform you aim to import data from and any other business requirements you would like to cover.

Get Started

Data migration timeline: 1-2 weeks

Preparation

Project and Requirements Evaluation

Start your transition by determining Source data, procedures, and applications. Examine data cleaning and field alignment to the Target. Make a movement scenario, including the timeline and support reps coaching.

Security and Compliance Review

Ensure data complies with security requirements. Grant permissions and access controls to safeguard the replication.

Preparation

Migration

Data Mapping and Customization

Map data fields among the Source and Target. Handpick in-built custom features from the set or ask for particular personalization for the record migration.

Demo Migration

Start a free trial Demo to check how the movement solution works. Spot outcomes and modify mapping as required.

Data Verification

Check all transmitted records in the Target is genuine, complete, and adequately organized.

Full Data Migration

Migrate all chosen records, containing tickets, contacts, attachments, and associated records.

Delta Migration

Capture any fresh or updated records that changed for the duration of the Full data transmit.

Interval Migration*

Data migration can be halted and restarted to suit your timeline, with no service disruption. You can halt up to five instances for five days per pause, arranged by our sales team during work hours.

Migration

Post-Migration Phase

Go Live

Launch the Target for all customer service agents. Turn off the Source if needed and ensure data backups.

Post-Migration Phase

Why migrate with Help Desk Migration?

  • Zero downtime
    Import data without disruption - preserve workflows operational and help customers effectively.
  • Enhanced efficiency
    Effortlessly shift data and arrange default and personalized fields with the secure Migration Wizard.
  • Streamlined ticket migration
    The Migration Wizard imports tickets and all connected data, ensuring the data structure unchanged on the Target.
  • Dedicated support service
    Our support team is equipped to guide you using chat, email, or phone.
  • Comprehensive movement framework
    Our team will establish a well-defined plan for data import, providing a efficient process and secure records.
  • Pre-built options and customizations
    Decide on automated options or inquire about customization, and we'll guarantee your data is precise.
Import data

Autotask PSA import

Leverage the efficiency of secure and rich options to simplify Autotask PSA data integration journey.

Autotask PSA
Records available for seamless importing from Zendesk to Autotask PSA
Zendesk objectsAutotask PSA objects
Help desk
AgentsResources
OrganizationsCompanies
CustomersContacts
TicketsTickets
Try for free

Incorporate our Help Desk Migration service for smooth data moving to Autotask PSA using our automated data replication app. The pricing for shifting to Autotask PSA depends on aspects such as record number, migration process complexity, and chosen options or customizations. Our comprehensive data integration solution ensures flawless data migration and integration. Get your Autotask PSA import price by running a test Demo migration using our Migration Wizard.

Plan and execute your Autotask PSA import smoothly using our structured data transfer checklist

Discover Autotask PSA import benefits

Autotask PSA Data Import Solutions

When it comes to streamlining your customer support processes, efficient Autotask PSA data import is critical. Our team has built full-featured Autotask PSA import solutions to make easier the movement process.

Our Autotask PSA data importer helps to handle the complexities importing data into Autotask PSA automatedly. You can execute a Autotask PSA CSV import or move from any other help desk, service desk, ITSM in a few clicks. Forget about the copy/paste and hello to a more efficient workflow.

At Help Desk Migration, we comprehend that every organization has unique needs. That's why our Autotask PSA import apps are highly tailorable.

Whether you're replicating a large volume of tickets, contacts, or custom fields, our service can smoothly transmit information. You can easily transmit records across systems, providing consistency and efficiency. Our data replication software confirms that no help desk records is duplicated.

Apply built-in customizations in a click

Enhance your imported tickets with sell tags, extract image inline images, speed up data migration by bypassing attachments, seamlessly shift content translations, phone call-recordings, and other options.

Test-drive before purchase

Test-drive Help Desk Migration for Autotask PSA imports in a free Demo. This data migration process mirrors the Full migration, enabling you to fine-tune everything properly.

Outstanding customer service

Help Desk Migration's support team is ever-ready to assist you in setup, and find the perfect workaround. Discover our support service packages.

Get Started

Find the ideal adjustment suite for Autotask PSA data migration

  • Tailored data replication

    Elevate your migration process by personalizing how data objects are transferred

  • Advanced data filtering Bestseller

    Filter your data with advanced options leveraging criteria-based selection to reap maximum rewards

  • Seamless integration data migration

    Effortlessly transfer integration information encompassing linked record IDs, URLs and beyond

  • Enriching data

    Enhance migrated data by integrating supplementary elements such as ticket tags, legacy IDs, and more

What is the Autotask PSA data transfer price?

The cost breakdown for your Autotask PSA moving depends on several crucial factors: the amount of entities you need to migrate, the complexity of movement requirements, and any customizations or options in play. Go for a Free Demo movement to test-drive the Migration Wizard's workflow and learn the pricing for your Autotask PSA data movement.

Free trial
Export data

Autotask PSA Export

Make the most of our automated migration solution for extracting Autotask PSA data – no coding required, yielding excellent results quickly and effortlessly. Harness secure, advanced features to streamline your Autotask PSA data export journey.

Autotask PSA
Accessible records ready for smooth exporting from Autotask PSA to Zendesk
Autotask PSA objectsZendesk objects
Help desk
ResourcesAgents
CompaniesOrganizations
ContactsCustomers
TicketsTickets
Try for free

Incorporate our Help Desk Migration service for smooth data export to Autotask PSA using our automated data extraction app. The cost of moving to Autotask PSA relies on aspects such as record number, replication process complexity, and selected migration options or custom work. Our easy-to-use data extraction solution ensures easy and secure data shift and integration. Find out your Autotask PSA export price by starting a test Demo using our Migration Wizard.

Discover Autotask PSA export benefits

Autotask PSA data export solutions

Great customer support operations turn to an efficient Autotask PSA data export. Our team has built comprehensive Autotask PSA extraction tool to unravel this vital shift process.

Our Autotask PSA data exporter helps to handle the complexities moving data to Autotask PSA automatedly. You can setup a Autotask PSA CSV export or extract from any other help desk, service desk, ITSM in several clicks. Forget about the copy/paste and hello to an improved data extraction workflow.

Apply built-in customizations in a click

Enhance your extracted tickets with sell tags, shift image inline images, accelerate data export by omitting attachments, smoothly shift content translations, phone call-recordings, and other options.

Test-drive before purchase

Test-drive Help Desk Migration for Autotask PSA exports in a free Demo. This data movement process mimics the Full migration, enabling you to tune everything properly.

Outstanding customer service

Help Desk Migration's support team is ever-ready to assist you in Autotask PSA replication setup, and find the suitable workaround. Discover our support service packages for more personalized data movement experience.

Get Started

Explore how Autotask PSA data shift works

Help Desk Migration manages data transfer within mere hours or days, contingent on the record load. It comes with a Migration Wizard and a step-by-step guide on-screen to migrating data from helpdesks, databases, or shared inboxes and extracting it into CSV files or other help desk platforms automatically.

Connect platforms

Configure your source and target system

Map and match data

Define how your Autotask PSA data should be replicated

Test-drive

Begin a free Demo to assess the replication tool and outcomes

Full Data Migration

Start or plan your Autotask PSA replication

Merge accounts

Merge Autotask PSA accounts

Easily consolidate and integrate accounts for a smooth and efficient experience

Autotask PSA
Autotask PSA
Available records for seamless merging from Autotask PSA to Autotask PSA
Autotask PSA objectsAutotask PSA objects
Help desk
ResourcesResources
CompaniesCompanies
ContactsContacts
TicketsTickets
Try for free

Refine your Autotask PSA merging effortlessly with our Help Desk Migration tool. Seamlessly consolidate Autotask PSA data using our automated consolidation tool. The cost of merging Autotask PSA instances is influenced by aspects such as record number, the complexity of the consolidation process, and your chosen customizations. Our easy-to-use data consolidation app guarantees a seamless and secure consolidation and integration of your support service data. Find out your Autotask PSA replication cost by initiating a test Demo via our Migration Wizard.

Discover merge Autotask PSA accounts benefits

Merge Autotask PSA instances app

Efficient Autotask PSA accounts data consolidation is vital for optimizing your customer service operations. Our team created a full-featured Autotask PSA consolidator tool, simplifying the data migration process for you.

Our Autotask PSA data consolidator helps to handle the complexities consolidating multiple Autotask PSA instances automatedly. You can setup a Autotask PSA replication across any help desk, service desk, ITSM in several clicks. Forget about the manual import support service data and hello to an improved accounts integration workflow.

Apply built-in customizations in a click

Enhance your replicated tickets with sell tags, move image inline images, accelerate data integrating by omitting attachments, smoothly shift content translations, phone call-recordings, and other options.

Try before you buy

Test-drive Help Desk Migration for Autotask PSA merge in a free Demo. This data merging process mimics the Full migration, enabling you to tune everything properly.

Dedicated customer service

Help Desk Migration's support team is ever-ready to assist you in setup your Autotask PSA merging, and find the suitable workaround. Discover our support service packages for additional support options.

Get Started

Automate your Autotask PSA data movement

Integrate your Autotask PSA data without confusion from what really matters—supporting your customers’ inquiries.

Start data migration
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