Autotask PSA data import with zero downtime or technical hassle
Need to import your IT service desk data to Autotask PSA? Our automated, no-code migration tool transfers your contacts, companies, agents, tickets, and all support data quickly and securely — without interrupting your daily service.
Available fields and records
for Autotask PSA data transfer
HELP DESK
Agents Migration
With Help Desk Migration, you can map agents from your source platform to resources in Autotask PSA and vice versa to control how tickets are assigned after migration. You can map multiple agents to a single one.
Deleted and inactive agents
You can reassign tickets from deleted or inactive agents to active resources on the target platform.
Company Fields:
- Name
- Domains
- Additional Address Information
- Alternate Phone 2
- City
- Company Number
- Country
- Phone
- Postal Code
- State
-
- String custom fields
- Dates custom fields
- Number custom fields
- Select custom fields
- Multi-select custom fields
Contact Fields:
- Name
- Phone
- Company
- Additional Address Information
- Alternate Phone
- City
- Country
- Fax
- State
- Title
- Birthday
- Kid’s Names
- Additional Address Information
-
- String custom fields
- Dates custom fields
- Number custom fields
- Select custom fields
- Multi-select custom fields
Ticket Fields:
- ID
- Ticket number
- Subject
- Company
- Type
- Source
- Status
- Priority
- Staff
- Contact
-
- Comment author
- Comment privacy
- Comment publicity
- Comment body
- Comment attachments
- Comment created date
- Created date
- Updated date
- Closed date
- Queue
- Ticket category
- Issue Type & Sub-Issue Type
-
- String custom fields
- Dates custom fields
- Number custom fields
- Select custom fields
- Multi-select custom fields
CUSTOM OBJECTS
Custom objects migration
Move non-standard data-like assets, warranties, and more — into Autotask PSA with full structure and relationships intact.
Migration tool
Rely on our smart, reliable migration tool to handle complex Autotask PSA custom object transfers with ease.
Outsource migration
Let our experts handle the heavy lifting-perfect for complex or large-scale Autotask PSA migrations.
Buy migration
Get one-time, done-for-you Autotask PSA custom object migration — no subscriptions, no recurring fees.
Enterprise-Grade Support
Custom object migration backed by professional services, data validation, and expert consulting.
Want to bring data from shared inboxes like Google or Outlook, databases, or any support system that doesn’t directly integrate with us? Help Desk Migration effortlessly transfers your records to Autotask using simple CSV files.
Need to move your Autotask data elsewhere for backups, consolidation, or other purposes? Our tool exports everything into easy-to-use CSV files, making transfers smooth and hassle-free.
Got a company merger or just streamlining your Autotask setup? With Migration Wizard, combining multiple Autotask accounts into one becomes a straightforward, automated process.
Why migrate to Autotask PSA
Help Desk Migration — a number one importing tool for top companies worldwide
Why Help Desk Migration works best for importing data to Autotask PSA
Migration Wizard, our automated interface: Your easy path to quick Autotask PSA data import:
Connect your accounts
Link your data source and Autotask PSA to the Migration Wizard. You’ll need your Autotask URL, username, password, and integration code to establish a secure connection.
Match and map your data
Match agents, companies, contacts, tickets, and related fields between systems. Choose extra automation options to streamline the process and minimize manual effort.
Run a Free Demo
Try a Free Demo migration with 20 random records to see how Migration Wizard works. It’s free, and you can run as many demos as you need.
Review your demo results
Check the demo report for errors or skipped items. If everything looks good, move forward. Otherwise, adjust your mapping settings and test again.
Start the Full Migration
When you’re happy with the demo, pick a support plan, complete payment, and launch the Full Migration. Then sit back and relax — Migration Wizard will handle the rest.
Additional automated options for a smoother Autotask PSA data import
Migrate the newest records first
Find it important to support customers during or immediately after your data import to Autotask PSA? This feature prioritizes migrating the most recent tickets, so your team can jump right into current issues on the new platform without missing a beat.
Skip attachments
Any bulky or unnecessary ticket attachments cluttering your migration? Skip the hassle of deleting them one by one. Exclude all attachments with a single click and speed up your data import to Autotask PSA.
Migrate side conversations
Bring all your important ticket side discussions in Zendesk along for the ride. Help Desk Migration transfers these as private notes, preserving crucial context around issue resolution for your team’s reference down the line.
Migrate call recordings
Even though Autotask PSA doesn’t include a native call center feature, you don’t have to lose your voice data. We transfer Zendesk call recordings as MP3 files into Autotask PSA, keeping your valuable audio history intact.
Migrate inline images as attachments
Visual details within tickets don’t get left behind as embedded images are imported as attachments. This keeps the full conversation context in place, aiding your team’s understanding, training efforts, and quality reviews.
Use Custom Demo
Want a sneak peek at how exactly specific records will appear in your Autotask PSA account? You can go beyond unlimited Free Demo runs and opt for a one-time Custom Demo, migrating 20 records you select yourself for a tailored preview.
Migrate customers associated with tickets
When moving to Autotask PSA, you can seamlessly transfer customers together with their associated tickets, ensuring all relationships and history remain intact.
Special features to keep you active as you import data to Autotask PSA
Need your source during migration?
Use Delta migration
Delta migration kicks in after the main data transfer is complete, moving only new or changed records created since that initial migration. Your current system will keep running without interruption while the fresh data syncs to Autotask PSA.
This option works great for MSPs juggling busy operations who can’t afford downtime. With Delta migration, they can keep working uninterrupted while their new system is being updated in the background.
Need your target during migration?
Use Interval migration
Interval migration divides your data into smaller batches migrated on a preset schedule. This approach is perfect for large datasets or when you need to migrate during off-hours, keeping your target system active during business hours.
With Interval migration, you don’t have to disable notifications or workflows between migrations. This makes it ideal for urgent transitions with zero impact on daily operations.
Flexible customizations for adaptable
Autotask PSA data import
Help Desk Migration is built to save you from any manual work during your Autotask PSA data import. If you have special requirements, our team can customize the migration process to fit your needs.
Here’s what we can do for you:
- Filter data exactly how you want to migrate only the records you need
- Map any specific data fields
- Migrate tickets as private notes when required
- Transfer data from integrated apps seamlessly
- Convert change and problem objects into tickets
- And much more
Try a Free Demo to see what Migration Wizard handles out of the box. If any scenario isn’t covered, just reach out, and we’ll tailor your data import to Autotask PSA to match your unique requirements.
Wondering about pricing for your Autotask PSA data import?
Help Desk Migration offers transparent pricing so you know exactly what your Autotask PSA data import will cost right from the start.
Simply run a Free Demo to receive your personalized quote, which depends on:
- How many records you want to transfer
- Any automated options and special features you select (optional)
- Customizations requested (optional)
- The support plan selected (a free option available)
You get a clear understanding of your total investment upfront, which makes it easy to decide if importing data to Autotask PSA with Help Desk Migration is the right move for your business.
Safe, sound, seamless: Your Autotask PSA data’s secure passage
Compliance you can count on
At Help Desk Migration, we take compliance seriously. Our service meets key standards like SOC 2 Type II, GDPR, PCI-DSS, and HIPAA, ensuring your data import to Autotask PSA aligns with the strictest industry regulations and is hosted on secure AWS infrastructure designed for compliance.
Enterprise-grade security for your data
Our migration platform leverages AWS’ secure foundation, which aligns with top certifications, including ISO and SOC. Cloudflare’s Web Application Firewall blocks malicious traffic, plus we regularly run vulnerability scans and automated security reviews for each update to keep your Autotask PSA data import fully protected.
Robust access controls you can trust
Access to the system from the client side is protected using OAuth 2.0, SSO, and detailed role-based permissions, while session tracking monitors every login. Employee access is carefully managed with strict password rules, personalized accounts, dedicated training, mobile device management, and consistent access audits.
A migration experience that’s secure and transparent
All data is encrypted end-to-end and transmitted securely via HTTPS. Each import runs in an isolated environment to keep your information separate and secure. Real-time error monitoring with BugSnag allows us to address issues quickly, and you can follow your Autotask PSA data import progress live in the platform.
Complete control over your data post-migration
Your data remains in your control even after importing to Autotask PSA. You decide when to remove your information from our system, or it gets auto-deleted after 30 days without activity. Once done, we provide a clear data deletion certificate confirming your data was securely erased.
- "Did exactly what they advertised. They imported over 160,000 tickets for us from Desk.com to Zendesk. A few hiccups importing the data but they resolved quickly and were on it from start to finish. Quick support, good value and fairly priced."
View more testimonials - "Help Desk Migration helped us to migrate our data from our old support tool to Zendesk and it went smoothly. Great customer support and very reactive. I would definitely recommend it to any company who want to migrate their data into Zendesk. Huge gain of time and without data loss."
View more testimonials - "We are able to retain our data from another help desk solution. We considered starting fresh with a new help desk - and losing years of history. Fantastic support!"
View more testimonials
Join 110,000+ professionals who have already optimized their IT service with AutoTask
No matter how big or small your dataset is, Help Desk Migration ensures a smooth, secure, and hassle-free transfer — so you can focus on growing your business, not wrestling with IT.