Autotask PSA to Help Scout data migration done automatedly
Encrypted conversations, secured servers, advanced authorization approaches
Automated approach, no time-out, excluded workflow breaks
Fair charging to deliver a feature + rate balance
Clients across various industries prefer us
Data migration timeline: 1-2 weeks
Preparation
Project and Requirements Evaluation
Begin your transfer by evaluating Source records, modus operandi, and apps. Review data cleansing and field mapping to the Target. Develop a migration scenario, that consists of the outline and agent coaching.
Security and Compliance Review
Ensure data adheres to security protocols. Configure permissions and access settings to secure the migration.
Migration
Data Mapping and Customization
Map records fields amid your Source and Target. Decide on pre-built custom options from the menu or request certain tailored adjustments for the data transfer.
Demo Migration
Do a test Demo to understand how the migration app works. Review outcomes and change settings as necessary.
Data Verification
Verify all migrated records in the Target is precise, fully captured, and appropriately formatted.
Full Data Migration
Transmit all required records, including tickets, contacts, attachments, and correlated information.
Delta Migration
Net any newest or updated records that changed for the time of the Full data transfer.
Interval Migration*
Data transmit can be interrupted and continued to fit your schedule, with zero interruption. You can pause up to five instances for five days each, managed by our sales team during business hours.
Post-Migration Phase
Go Live
Launch the Target for all agents. Disable the Source if needed and preserve data backups.
What Sorts of Entities Can You Import from Autotask PSA to Help Scout ?
With our Migration service, you can conveniently migrate significant volumes of various records entities to or from Autotask PSA to Help Scout. Here’s the parameters of record types you can import using automated service without extra guidance from tech support agents.
Do you need exclusive Autotask PSA to Help Scout import or export inquirements?
Schedule a call and tell us about a customized data import.
| Autotask PSA objects | Help Scout objects | |
|---|---|---|
| Help desk | ||
| Resources | Users | |
| Companies | Companies | |
| Contacts | Customers | |
| Tickets | Conversations | |
Why transmit with Help Desk Migration?
Without downtime
Transfer records effortlessly - ensure workflows efficient and support customers seamlessly.Enhanced efficiency
Effortlessly transfer data and configure default and custom fields with the automated Migration Wizard.Streamlined ticket transfer
The Migration Wizard moves tickets and all associated data, preserving the data structure consistent on the Target.Dedicated support service
Our support team is prepared to help you by means of chat, email, or phone.Comprehensive transfer strategy
Our migration experts will develop a detailed plan for data import, securing a hassle-free process and secure data.Flexible customizations
Select pre-designed options or ask for customization, and we'll make sure your data is accurate.
How Autotask PSA to Help Scout Data Migration Performs
You can perform records import in five simple steps, using our automated migration tool. However, if you have special needs or a unique data structure, feel free to choose a custom method.
Connect platforms
Connect your source and target platforms
Map and match data
Specify how your data should be transferred
Test-drive
Start a Demo to access the replication tool and its results
Full Data Migration
Start or plan your data transition
Advance Your Autotask PSA to Help Scout Migrate
with These Options
Share a seamless data transmition experience that matches your business requirements. The Help Desk Migration service offers functions to empower you to succeed your customer service data transfer in the most suitable approach.
Skip attachments
Does your desired customer service tool provide compact data storage? Skip attachments, especially if your historical data drop none of its value without them. The data import and export time will drop significantly.
Add a extra tag to the exported tickets
Are you going to use a source platform during migration? To avoid mistakes, apply tags to the imported tickets to distinguish them from the remaining ones.
Take a look our Demo with custom records by migrating 20 entities
Don’t take any chances. Ensure you understand exactly how the entities look like after you’ve migrated them. Help Desk Migration’s Demo with custom data empowers you select 20 entities for a test migration.
Migrate newest data first
Opt for this option to import your newest records in a chronological order, from newest to oldest. The capability is applicable exclusively to Full Migration.
Don’t greenlight data migration to distract you from your business
Our automated migration tool provides an efficient solution, whether you’re importing your customer service operations from Autotask PSA to Help Scout. With just a couple of clicks, your support service platform will be ready to work on a chosen platform — no need to suffer any stoppage!
Data import and export with security standards
Help Desk Migration Wizard handles your business data is safe throughout the import process. To ensure the maximum guard of your help desk data whether they are in migration or at rest, we use valid modes. These include running proper security audits, keeping our servers secured, obeying several regulations, and more.
Use the migration tool that clients love
With thousands of efficient data imports done by our Migration Wizard, Help Desk migration service has gained numerous service-associated awards and gratifying commentaries. And our pursuit of value does not hold there. Help Desk Migration team move ahead to advance our Migration Wizard and deliver neat options to cover we’re comprising all your migration needs.
Enjoy intuitive mapping to handle your most complex needs
Our solution will relieve you from copypasting business data or creating missing record types throughout Autotask PSA to Help Scout migration. Our tool enables you map entities and adapt your data import and export. This will keep the starting structure of your data with no effort on your side.
Pick a suitable time for data import
Begin by the help desk data migration anytime it fits into your business processes. Begin by importing historical data and later go for the Delta migration opportunity to move your during migration changed data. Then, relax and empower our platform make the rest.
Work with a support team you can completely depend on
Don't fret about dealing with challenges whilst doing your Supported Platform data import. Greenlight our customer service agents inspect your issue. With years of accomplished data migration familiarity, they can sort out any task connected with your help desk migration or even offer help along the entire data migration.
Your Help Desk Data Import or Export is Protected at Each and Every Phase
Help Desk Migration service ensures endless migration options without compromising on safety. We commit to the latest requirements, make proper advancements, and unfailingly examine all systems.
We use a strict two-factor authentication policy
Our Migration Wizard takes advantage of two-factor authentication. Moreover, your company representatives can only migrate Autotask PSA records if they got admin rights. Combined, these safety measures terminate the dangers of information leak.
We employ Three-layer
Help Desk Migration offers 3 levels of business records protection. At the physical level, we shield our hosting equipment from logical and physical intrusion. At the application level, we prevent any unauthorized log in to your business data on our service. And, last but not least, on the network layer, we secure our networks against digital abuse.
We meet security principles
We take care of your records based on all key security principles. Help Desk Migration has an broad list of compliance, and we are enlarging it. At the moment, we meet the demands and requirements of GDPR, CCPA, HIPAA, PCI (Level 1), and other data security levels.
How much does Autotask PSA to Help Scout data migration cost?
How much will you need to invest in the switch from Autotask PSA to Help Scout? The cost will mostly depend on the data volume you want to migrate, the complexity of your demands, and the options you’ll use or custom work you’ll request. Start a Free Demo to check the Migration Wizard work and find out how much your data switch will cost.
Run a Demo to get the priceFeedback encourages us upgrade our service: Some thoughts from our clients
The transition was made easy. The service was excellent, during all the steps of the transition we felt taken care of and monitored perfectly.
Gauthier EscorbiacSupervisor of Customer Service at Thule Group
Use Help Desk Migration. This tool took the “painful” and “time-consuming” factors out of the data migration.
Chantelle VianiAssociate Publisher at Cosmos Magazine
Overall, I found the process to be very fast and effortless. I enjoyed working with the support team. The customer service reps I talked to were very helpful during the entire process.
Nicola MustoneWoo Happiness Engineer at Automattic Inc.
The overall experience was excellent. I appreciated the constant follow-up that I received from the Account Managers at Help Desk Migration.
Ionut BirzuOperations Manager at Lenovo
Before spending time on in-house options take a look at Help Desk Migration first. They can more than likely save you time and money in the long run.
Steve MilliganAssociate Director OIS - Networked Systems at Arkansas Tech University
Honestly, I was really pleasantly surprised by how responsive the company is. I was left to wonder, do you guys even sleep? I was able to get responses to virtually every question each time I was asking within a few hours, even considering the time zones.
Paul McCabeThe Vice President of Global Customer Experience in Roland corporation
It was a great experience using HDM. They were very prompt and thorough throughout the entire process, very willing to help ensure that the migration is done correctly, and answered all questions I had in a very timely manner.
Andrew CassanoCustomer Service Manager at J Skis and 4frnt Skis
Help Desk Migration was great with us. Being my first time dealing with a migration, they were very patient with me as I guided myself through the process of migrating data.
Tom DoulosDirector of Customer Experience at Endy
Migrating our Zendesk data with Help Desk Migration was an absolutely seamless experience. We had a very complex case because we had over 200 000 tickets, and HDM just made it much easier.
Noga EdelsteinCo-founder of UrbanYou
The transition was made easy. The service was excellent, during all the steps of the transition we felt taken care of and monitored perfectly.
Gauthier EscorbiacSupervisor of Customer Service at Thule Group
Use Help Desk Migration. This tool took the “painful” and “time-consuming” factors out of the data migration.
Chantelle VianiAssociate Publisher at Cosmos Magazine
Overall, I found the process to be very fast and effortless. I enjoyed working with the support team. The customer service reps I talked to were very helpful during the entire process.
Nicola MustoneWoo Happiness Engineer at Automattic Inc.
The overall experience was excellent. I appreciated the constant follow-up that I received from the Account Managers at Help Desk Migration.
Ionut BirzuOperations Manager at Lenovo
Before spending time on in-house options take a look at Help Desk Migration first. They can more than likely save you time and money in the long run.
Steve MilliganAssociate Director OIS - Networked Systems at Arkansas Tech University
Honestly, I was really pleasantly surprised by how responsive the company is. I was left to wonder, do you guys even sleep? I was able to get responses to virtually every question each time I was asking within a few hours, even considering the time zones.
Paul McCabeThe Vice President of Global Customer Experience in Roland corporation
It was a great experience using HDM. They were very prompt and thorough throughout the entire process, very willing to help ensure that the migration is done correctly, and answered all questions I had in a very timely manner.
Andrew CassanoCustomer Service Manager at J Skis and 4frnt Skis
Help Desk Migration was great with us. Being my first time dealing with a migration, they were very patient with me as I guided myself through the process of migrating data.
Tom DoulosDirector of Customer Experience at Endy
Migrating our Zendesk data with Help Desk Migration was an absolutely seamless experience. We had a very complex case because we had over 200 000 tickets, and HDM just made it much easier.
Noga EdelsteinCo-founder of UrbanYou
Full Autotask PSA to Help Scout Import in Several Clicks
Import your business data from Autotask PSA to Help Scout efficiently with no disturbing from what actually matters — addressing your clients’ concerns. Our tool handles all the work behind the scenes when you simply enjoy using your selected platform.
Get more useful guides about data import and export
Willing to learn more about help desk data migration and customer service advancement? Check out our resources.
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