Trusted Autotask PSA to Salesforce Service Cloud data migration service
Encoded chats, secure servers, leading authorization ways
Automated approach, no time-out, reduced workflow pauses
Bargain charging to guarantee a function + fee balance
We’ve developed the trust of clients across areas
Data migration timeline: 1-2 weeks
Preparation
Project and Requirements Evaluation
Begin your transfer by determining Source data, procedures, and apps. Review data filtering and field matching to the Target. Set up a movement plan, that encompasses the agenda and support reps training.
Security and Compliance Review
Make sure data adheres to security requirements. Establish permissions and access controls to secure the migration.
Migration
Data Mapping and Customization
Match records fields among the Source and Target. Handpick pre-built custom options from the list or discuss particular personalization for the record transmit.
Demo Migration
Do a free test Demo to identify how the transition solution performs. Review results and tweak settings as required.
Data Verification
Review all migrated records in the Target is correct, complete, and appropriately formatted.
Full Data Migration
Shift all required records, involving tickets, contacts, attachments, and closely connected information.
Delta Migration
Net any newest or updated records that altered for the duration of the Full data transition.
Interval Migration*
Data replication can be interrupted and resumed to accommodate your timeline, with zero interruption. You can pause up to five times for a duration of five days each, arranged by our sales team during work hours.
Post-Migration Phase
Go Live
Present the Target for all agents. Turn off the Source if necessary and ensure data backups.
What Records Can You Migrate from Autotask PSA to Salesforce Service Cloud ?
With Help Desk Migration app, you can simply import or export hefty piles of various data types to or from Autotask PSA to Salesforce Service Cloud. Take a look the details of records you can import or export applying automation without extra assistance from tech representatives.
Do you require peculiar Autotask PSA to Salesforce Service Cloud migration requirements?
Let's discuss your specific needs for a nonstandard data import.
| Autotask PSA entities | Salesforce Service Cloud entities | |
|---|---|---|
| Help desk | ||
| Resources | Users | |
| Companies | Accounts | |
| Contacts | Contacts | |
| Tickets | Cases | |
Why transmit with Help Desk Migration?
Without downtime
Shift records without disruption - maintain workflows intact and serve customers without hassle.Increased efficiency
Quickly move data and arrange standard and personalized fields with the out-of-box Migration Wizard.Seamless ticket transfer
The Migration Wizard moves tickets and all linked data, maintaining the data structure unalterred on the Target.Expert support
Our support crew is prepared to guide you through chat, email, or phone.Effective transfer planning
Our migration experts will formulate a well-defined plan for data import, guaranteeing a efficient process and reliable data.Flexible customizations
Pick pre-designed options or inquire about personalization, and we'll verify your data is preserved.
How Autotask PSA to Salesforce Service Cloud Data Migration Performs
You can perform data migration in five simple steps, with our automated migration tool. However, if you have distinct demands or a distinct data structure, feel free to select a custom way.
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
Elevate Your Autotask PSA to Salesforce Service Cloud Export
with These Features
Acquire a automated data replication experience that corresponds your company’s objectives. The Help Desk Migration service offers features to help you to succeed your customer service records transmitting in the painless mode.
Leave behind attachments
Does your future customer service tool offer definite data storage? Leave behind attachments, especially if your current data loses none of its value without them. The data import and export time will go down greatly.
Demo with custom data: Handpick 20 entities for transfer
Don't waste your time on doubts. Prove that you comprehend absolutely what the entities look like after you’ve imported them. Our Demo with custom data empowers you pick 20 entities for a test transfer.
Move newest data first
Opt for this feature to move your newest records in a chronological flow, from most recent to oldest. The capability is applicable exclusively to Full Migration.
Put mind to your main goals. We'll take the heavy lifting
Our automated migration tool offers an efficient app, whether you’re migrating your customer support operations from Autotask PSA to Salesforce Service Cloud. With just a couple of clicks, your help desk platform will be ready to work on a targeted platform — no need to tolerate any stoppage!
Data import and export complies with security requirements
Help Desk Migration Wizard ensures your records is secure throughout the import process. To ensure the utmost protection of your help desk data whether they are in import or at rest, we implement proven modes. These contain conducting frequent security audits, retaining our servers safe, complying with several directs, and more.
Go with the migration solution that clients praise
Lots of goal-achieved migrations and countless awards and gratifying reviews can prove the value of Help Desk migration service. On top of that, we keep improving. Help Desk Migration team go ahead to develop our tool and deliver neat capabilities to include measures for ensuring we’re covering all your migration needs.
Benefit from intuitive mapping to cover all your needs
Free yourself from the challenging work of adding not included record types or data entities along Autotask PSA to Salesforce Service Cloud migration. So you can map typical and custom-made fields, or otherwise transform your data import right away our Migration Wizard. You preserve the structure of your records with slight work.
Pick a fitting time for data import
Begin by the help desk data migration whenever it fits into your schedule. Begin by migrating historical records and then move ahead to the Delta migration option to migrate your during migration changed tickets. Then, relax and greenlight our importing tool handle the rest.
Work with a support pros you can completely be sure of
Don’t worry about confronting challenges when performing your Supported Platform data migration. Allow our customer service team examine your setback. With plenty of well-done data export/import expertise, they can sort out any task related to your help desk data import or even present assistance along the total record migration.
Your Help Desk Data Import and Export is the Whole Way Along
Help Desk Migration tool ensures endless import functions with no compromising on security. We commit to the fresh recommendations, run proper advancements, and invariably audit all systems.
We employ a firm two-factor access policy
Our Migration Wizard secured your records from unwanted acquiring access with 2FA access. On top of that, your company representatives can only import from Autotask PSA records if they have admin rights. Linked, these security measures avoid the dangers of information leak.
Three-layer business data safety
We provide 3 levels of records safety: physical (we secure our data hosting facilities against any attacks), network (we secure our networks against cyber abuse), and app (we take care of your business records within our migration solution from forbidden access).
We follow safety levels
Help Desk Migration service corresponds to top security principles, delivering utmost greatest protection for your business records. We are compliant with HIPAA, CCPA, PCI DSS Level 1, GDPR, and other required data security levels. And our extensive compliance list is getting expanded.
What is the cost of your Autotask PSA to Salesforce Service Cloud data migration?
And now to the burning question. How much will it cost to switch from Autotask PSA to Salesforce Service Cloud? The cost will mostly build upon the records volume you want to migrate, the complexity of your requirements, and the features you’ll select or customizations you’ll ask for. Set a Free Demo to check the Migration Wizard work and figure out how much your data transfer will cost.
Run a Demo to get the priceReviews helps us improve our solution: Few words from our customers
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
Packed Autotask PSA to Salesforce Service Cloud Import in a Few Clicks
Export your business data from Autotask PSA to Salesforce Service Cloud painlessly without disorganizing from what actually matters — settling your clients’ matters. Our Wizard makes all the work behind the scenes whilst you simply enjoy applying your selected platform.
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