ConnectWise data import, export and merging

Enterprise-Grade ConnectWise Data Migration Services: Automated, Secure, and Custom-Tailored

Migrate to ConnectWise without downtime, data loss, or disruption. Whether you’re switching from another help desk, merging multiple systems, or starting from scratch, Help Desk Migration ensures your ConnectWise data migration is smooth, secure, and transparent.

We take the hassle out of ConnectWise data transfers. The automated migration tool helps service providers and IT organizations execute seamless, secure migrations—backed by advanced filtering, field mapping, compliance safeguards, and custom workflows.

OR
Data import, export and merging

ConnectWise Import, Simplified and Streamlined

Secure and Accurate Data Import

ConnectWise migration demands accuracy and top-tier data security. Our migration platform encrypts your entire data transfer end-to-end, ensuring all sensitive support information stays protected at every stage. Whether you’re onboarding ConnectWise as your new ITSM, consolidating systems after an M&A, or upgrading from legacy PSA tools, the ConnectWise migration service gets you there with minimal friction.

Flexible Migration Options

ConnectWise data migration tool supports a variety of transfer methods tailored to your environment: API-based transfers, database dump imports for legacy systems, and CSV imports for unsupported help desks, ITSMs, PSAs, or spreadsheets. With flexible options and in-depth support, you can move to ConnectWise confidently and quickly.

What Fields and Records Are Included in a  ConnectWise Data Transfer

Planning a move to ConnectWise? We’ll ensure your critical support data comes with you—securely and without the hassle. Our ConnectWise migration service is built to handle what matters most to IT teams and MSPs alike. Here’s what we can move:

HELP DESK

Agents Migration

With Help Desk Migration, you can map agents from your source platform to members in ConnectWise 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 members on the target platform.

Contact Fields:

  • Name
  • Email
  • Phone
  • Company
  • Direct
  • Fax
  • Cell
  • Pager
  • Home
  • Fax/Home
  • Home Email
  • Private Email
  • Distribution List
  • Forwarding Address
  • Individual Personal
  • Individual Professional
  • Shared Mailbox
  • Ticketing System
  • Customer Support Text
  • Office Reception
  • Personal Cellphone
  • Personal Fax
  • Personal Landline
  • Personal Pager
  • Shared Work Cellphone
  • Toll free
  • Work Cellphone
  • Work Fax
  • Work Landline
  • Work Pager
  • Phone2
  • Customer Support Phone
    • String custom fields
    • Dates custom fields
    • Number custom fields
    • Select custom fields
    • Multi-select custom fields

Company Fields:

  • Name
    • String custom fields
    • Dates custom fields
    • Number custom fields
    • Select custom fields
    • Multi-select custom fields

Ticket Fields:

  • ID
  • Subject
  • Company
  • Group
  • Source
  • Status
  • Priority
  • Staff
  • Contact
    • Comment author
    • Comment privacy
    • Comment publicity
    • Comment body
    • Comment attachments
    • Comment created date
  • Created date
  • Updated date
  • Closed date
    • String custom fields
    • Boolean 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 ConnectWise with full structure and relationships intact.

Migration tool

Rely on our smart, reliable migration tool to handle complex ConnectWise custom object transfers with ease.

Outsource migration

Let our experts handle the heavy lifting — perfect for complex or large-scale ConnectWise migrations.

Buy migration

Get one-time, done-for-you ConnectWise custom object migration — no subscriptions, no recurring fees.

Enterprise-Grade Support

Custom object migration backed by professional services, data validation, and expert consulting.

Migrate Your ConnectWise Data with Confidence: Import, Export, CSV and Database Options

Planning to move your support data to ConnectWise? Our automated ConnectWise import tool handles the heavy lifting for you. Connect your source and target platforms, configure the settings, and the wizard will handle the rest.

Here are some common questions about ConnectWise migration:

Our ConnectWise import tool features an easy-to-use visual field-mapping interface. You can align ticket types, statuses, agents, and more to ConnectWise’s schema.
Yes, you can import data from multiple sources and merge them into a single ConnectWise workspace.
You can migrate the full history of tickets, including archived and resolved ones.
You can use custom mappings or filters to sort tickets into specific service boards or queues within ConnectWise.
If your ConnectWise setup includes matching custom fields, they can be mapped directly. Otherwise, we can store extra data as notes or tags.
You’ll typically need an API key and admin access for both your source and target accounts. If you have questions — don’t worry, we’ll walk you through it step by step.
Yes, our ConnectWise data migration service transfers notes, images, files, and keeps them all intact and correctly formatted.
Not at all. Your live data and operations stay untouched while we handle the ConnectWise migration in the background.
Most migrations take just a few hours to a couple of days, but it all depends on your data volume and the API rate limits.

If you're leaving ConnectWise or just need a backup, we’ve got you covered. Our ConnectWise export service helps you quickly and securely extract your support data, so it's ready to move to another platform or store for safekeeping.

Here’s what people often ask about the ConnectWise export:

Yes, all associated profiles and data will be included in the ConnectWise export.
Generally, you can switch the archived tickets in the ConnectWise export. Deleted items depend on whether they’re still recoverable within ConnectWise.
During the ConnectWise export, you receive your data in CSV or JSON format. Attachments are delivered separately and mapped by ID.
Yes, Help Desk Migration complies with global data regulations and offers Data Processing Agreements on request.
Yes, a free demo export gives you a sample of your ConnectWise data in the chosen format.
All time-based data, like created, closed, and resolved dates, remain intact.

Using a self-hosted system or don’t have API access? That’s okay. You can upload your SQL database dump. The ConnectWise migration tool will convert your historical data into a format that works with ConnectWise, while keeping links, relationships, and content intact.

Here are some common questions about ConnectWise migration via database dump:

You’ll provide a database dump, like a .sql, .json, or .bson file. It should include support tickets, customer profiles, messages, attachments (via file paths or URLs), and more.
We support common relational and document databases like SQLite, MySQL, and PostgreSQL.
IDs and schema mapping ensure tickets, messages, and customers remain connected.
All files are encrypted in transit and at rest. Your database dump is stored temporarily (3–10 days, depending on your support package) or can be deleted upon request faster.

Working with a small dataset or an unsupported system? Our ConnectWise migration tool is a simple solution. Prepare your data using our templates, upload the file, and our migration service takes care of the rest.

Here are some common questions about importing CSV files into ConnectWise:

Tickets with all related data in one CSV file (check out a corresponding template), comments in a second CSV file (check out a corresponding template).
The system will flag errors. Adjust your file and try again. Our support team can help too.
SLA data, automation rules, or login history. Message formatting may also be limited.

ConnectWise Migration Pricing That Makes Sense

Help Desk Migration offers clear, one-time pricing tailored to your specific needs. You only pay for the data you migrate and the features you choose — no subscriptions, no hidden fees, and no ongoing costs.

Better yet, our pricing scales with you. The more data you migrate, the lower your cost per record. It's an efficient choice whether you're a growing business or a large-scale enterprise.

Pricing Information

Manual vs Help Desk Migration vs Custom Scripting

Feature / Method Manual Export/Import Internal Scripting Help Desk Migration
Help Desk Migration
Ticket date retention
Not guaranteed Risk of loss
Preserved
Custom field mapping
Limited Requires dev
Built-in visual interface
Delta migration (new data sync)
No support Requires coding
Built-in feature
API rate handling
Manual retries Requires queueing
Handled by platform
Compliance (GDPR, HIPAA)
Depends on tools No documentation
Fully compliant
Data integrity validation
Needs QA scripts Manual checks
Automated QA, reports
Support included
None Internal only
Human support

What to Expect: Your ConnectWise Data Migration Timeline

Preparation

Step 1: Project Scope

Analyze your source and outline requirements for your ConnectWise migration.

Step 2: Security Checks

Verify that the migration process meets GDPR, CCPA, and internal compliance policies.

Preparation

Migration

Step 3: Mapping & Configuration

Customize your field mapping and define migration filters.

Step 4: Demo Migration

Run a Free Demo to preview your ConnectWise data post-migration.

Step 5: Full Migration

Launch the complete ConnectWise migration once everything is verified.

Step 6: Validation

Review and confirm all records post-transfer.

Step 7: Delta Migration

Sync any data created or updated during the migration.

Interval Migration (Optional)

Break the transfer into up to 5 stages to reduce operational impact.

Migration

Post-Migration

Step 8: Go Live

Finalize your ConnectWise setup and retire legacy tools with confidence.

Post-Migration

Advanced ConnectWise Migration Features Built for Complexity

Migrate the newest tickets first

Need your team to stay focused on current issues after the ConnectWise migration? With this option, you can prioritize importing the most recent records first, allowing agents to resume work immediately while older data continues to transfer in the background.

How it works

Exclude attachments

Speed up your ConnectWise migration by excluding attachments such as files and images. This option is ideal for test runs or when attachments are stored separately, allowing for a lighter transfer while preserving ticket context.

How it works

Migrate call recordings

Keep your voice support history complete by transferring call logs and linked audio recordings along with their related tickets. Great for teams that rely on phone support or voice ticketing workflows.

How it works

Migrate side conversations

Importing your data from Zendesk to ConnectWise? You’ll have additional options available. One of them is migrating ticket side conversations to ConnectWise, so your tickets retain their full context. Migrate contacts and organizations associated with tickets.

How it works

Convert inline images to attachments

To ensure visual content is preserved, this option extracts inline images and converts them into downloadable attachments while maintaining a consistent look across platforms, even if inline display isn't supported.

How it works

Custom Demo

Want to preview how your data will appear in ConnectWise before committing? Run a tailored demo migration using your actual records. It’s an effective way to validate field mappings, ticket structures, and data relationships before launching the Full migration.

How it works

Migrate contacts and organizations linked to tickets

You can choose to import only the contacts and organizations connected to your tickets. This keeps your ConnectWise database clean and focused, without clutter from unused records.

Note: this option is available only for certain source platforms.

Purpose-Built Features for Scalable ConnectWise Migrations

Delta Migration

Ensure a seamless cutover with minimal downtime. Delta Migration captures and transfers new or updated records after your initial ConnectWise migration and keeps both systems aligned until you’re ready to switch fully.

Interval Migration

Need more flexibility? Interval Migration lets you break the process into manageable segments. Pause up to five times (for up to five business days each) without losing progress. It helps you avoid peak hours and maintain control throughout.

Customizations

Adapt your ConnectWise migration to fit your exact needs. From custom field mappings to data formatting and beyond, we support tailored workflows, even for complex or legacy systems.

Why Help Desk Migration for ConnectWise?

Migrating critical service desk data into ConnectWise is more than a technical task — it's a strategic move that impacts how your team supports clients, tracks issues, and measures performance. With Help Desk Migration, you’re not just adopting a tool; you’re partnering with a team that has deep expertise in data migration for MSPs, IT departments, and enterprise service teams.

  • Enterprise-grade security

    Your data is protected at every stage. We use encryption in transit and at rest, process all data on secure servers, and enforce strict access controls. Our team follows industry-standard security protocols to ensure your sensitive information remains secure.

  • Automated accuracy

    No scripts to write. No manual uploads. Our automated ConnectWise migration tool handles the entire process without interrupting your operations.

  • Flexible field mapping

    Preserve your data structure with precision. You can map fields across systems, so your ConnectWise instance stays organized and ready to use from day one. We also support custom field mapping, selective data migration, and configuration tweaks to match your business’s exact needs.

  • Risk-free demo migration

    See it before you commit. Run a free demo with your actual data to preview how everything will look in ConnectWise, fine-tune your setup, and migrate with confidence.

  • Preserve ticket relationships

    Maintain a clean, organized target setup from the start. Our ConnectWise migration service lets you map fields between systems with precision. You can also apply selective data filters and fine-tune configurations to align with your unique workflows and business requirements.

  • Zero downtime

    Your team remains productive while data migrates in the background. You can prioritize the most recent records first, then use Delta Migration to sync any changes, ensuring a smooth, uninterrupted ConnectWise migration.

  • Expert support

    You’re not alone. Our experienced team specializes in complex, large-scale migrations. We’ll support you through planning, testing, launch, and beyond.

  • Supports 70+ platforms

    Need flexibility? We support migrations from over 70 help desk and service platforms, making it easy to move into ConnectWise or switch tools in the future.

Help Desk Migration

Ready to Migrate to ConnectWise Without
Losing a Single Ticket?

Start with a free proof-of-concept migration and see how your data lands in ConnectWise.

Start Free Demo

No credit card. No commitments. Just data, done right.

© 2025

Help Desk Migration® service

+1-888-866-7471

Sign up
We use cookies to ensure you get the best experience on our website. By continuing, you consent with our privacy and cookie policy
Cookie Settings
Accept