Planning a Data Migration Project

Migrating your help desk data can be a complex and time-consuming task —
but with the right plan, it doesn’t have to be.

Whether you’re upgrading from Zendesk, Freshdesk, Jira Service Management, or another platform, a carefully structured data migration project ensures a seamless transition. From transferring tickets, contacts, and knowledge base articles to automating workflows and preserving your historical data, planning minimizes downtime and avoids disruptions for your support team. In this guide, we break down proven strategies, automated tools, and step-by-step approaches to help you migrate your data efficiently, securely, and with zero headaches.

FAQs on Planning a Data Migration Project

Plan a seamless data migration to the chosen help desk. Learn automated methods to transfer tickets, contacts, and knowledge base content efficiently and securely.

Start by auditing your current data to remove duplicates, outdated entries, or irrelevant tickets. Categorize tickets, contacts, and articles, and define which fields, custom objects, or workflows need to be transferred. Creating a comprehensive migration checklist ensures nothing is overlooked and helps map your current system structure to the new platform accurately.

Yes. Modern migration tools, like Help Desk Migration, allow for automated transfers of tickets, contacts, knowledge base content, and custom objects. Automation reduces manual errors, saves time, and ensures consistency across large volumes of data. Additionally, automated migrations often allow for incremental transfers, meaning your support team can continue operating with minimal downtime during the process.

Prioritize critical and frequently accessed data first, such as open tickets, active customer records, and essential knowledge base articles. Historical tickets and inactive data can be migrated later or archived for reference. This phased approach helps maintain operational continuity and allows your team to test the new platform gradually before completing the full migration.

Typical migration challenges include: Data loss or corruption during transfer Misalignment of fields or custom objects between platforms Downtime affecting support operations Compatibility issues with workflows, automations, or integrations Planning a step-by-step migration strategy, using automated tools, and running test migrations can mitigate most of these risks.

After the migration, verify that all tickets, contacts, and articles have been accurately transferred. Test workflows, automations, and integrations to confirm they function correctly. Train your team on the new platform features and create documentation to guide daily operations. Regular audits during the first weeks post-migration help catch errors early and ensure your support team is fully operational.

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