Insights and How-to Guides - page 3

• Tickets and conversations: including attachments, statuses, and customer interactions.
• Contacts and organizations: preserving complete customer profiles.
• Knowledge base content: FAQs, articles.
• Custom fields and workflows: ensuring operational continuity.

Focus on relevant data and compliance (GDPR, CCPA, HIPAA) to streamline the migration process.

• Interval Migration: provides control over the data transfer timing, allowing you to pause and resume the process.
• Delta Migration: A follow-up migration that transfers newly created or updated data after the initial full migration.

The right strategy ensures minimal downtime and a smooth platform transition.

• Compatibility with your source and target platforms.
• Support for custom objects, attachments, and threaded tickets.
• Automated error detection and reporting.
• Compliance with GDPR, HIPAA, and other regulations.

The right tools make migration faster, safer, and error-free.

• Pre-migration audits: remove duplicates and fix inconsistencies.
• Test migrations: verify data mapping before full transfer.
• Post-migration validation: compare ticket counts, attachments, and customer records.
• Rollback planning: maintain secure backups to prevent data loss.

These steps protect critical support data and ensure a seamless migration.

• Train agents on new workflows and platform features.
• Update SOPs to reflect system changes.
• Use dashboards and reporting tools to monitor performance.
• Gather feedback from agents and customers to refine processes.

A structured post-migration plan ensures your team adapts quickly and maintains high-quality customer support.