ConnectWise to CSV
migration service

Smooth, no special know how or coding required. A complete ConnectWise to CSV data migration tool.

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Your best tool for ConnectWise to CSV data migration

No need to write a code, nor do you need a programming team. Just perform your platform to platform migration in a couple of easy steps.
Save on resources
Avoid the platform analysis and tool development processes. Just choose the records you need to move and start the transition when comfortable.
Simple transition process
No tech expertise needed. Just select what data will go to the new system and see the magic happening.
Record structure maintenance
Move your help desk info in full to make certain that no ticket is missing critical customer support information.
Simple and easy procedure

You don’t have to bother about coding or constantly control each piece of info transferred.

Just attach your source and target, choose what you need to migrate and allow the system deal with the rest for you.

Data maintenance

Your information comes complete, you can take our word.

Every email, every ticket, and every customer profile will arrive complete with its attachments, contact connections, and interaction history.

Robust protection

Your information is behind impenetrable walls. Not even all our employees can access to your passwords or records.

You can be certain with HDM no data breaches are possible.

You’re in charge

Take complete control of your information with our internal data mapping solution. Choose what goes where, set priorities, and even ditch the stuff you don’t like, all with our Migration Wizard.

Efficient out-of-the-box solution

In just a couple of clicks it is possible to choose the data arrangement, when it goes, and in what order.

Our tech engineers took user experience as a priority and made sure that it will be possible to to take the full advantage of the tool easily.

Customer priority

As a data import service provider, we aim to deliver the most effective migration tool. Nevertheless, our prime concern is customer service.

As evident by our many five-star reviews on G2, we want you to have the best possible experience.


Reasons to use Help Desk Migration to migrate data from ConnectWise to CSV

Castle gates

Strong privacy of your records

The migration is carried out over a protected connection, and all your credentials will immediately be deleted after you complete the data migration.

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Intuitive data migration wizard

With Help Desk Migration it really is simple to migrate your support service to a new helpdesk without involving the IT department.

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Wizard window
Mapping fields window

Exceptional data mapping

Our service allows mapping standard and even custom fields, thus letting you make sure that the records end up being in the right places in CSV.

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Retained connection between object and people

When migrating your data from ConnectWise to CSV we maintain all relations between tickets and their respective contacts, attachments, etc., thus retaining the history info.

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Relations illustration

What you may migrate from ConnectWise to CSV

Help Desk Objects
  • Tickets

    with replies, notes and attachments

  • Contact
  • Companies
  • Agents
  • Agents Groups
Knowledge Base Objects
  • Articles

    with images and attachments

  • Categories
  • Folders
96% of users love our service

We’re recognized for best support,
usability, and high ROI
in cloud migration.

How does data migration from ConnectWise to CSV work

  • Prepare

    Start with preparing Agent profiles and all necessary custom fields in your new help desk. Now, begin the process of migrating your data from ConnectWise to CSV.

  • Fill out the form with requested credentials to make it possible for our data migration tool to fetch information from your current help desk.

  • Connect CSV

    Repeat the same action to connect our service with the new help desk and thereby make it possible to import the information.

  • Select objects

    Select the data you need to migrate and set the ticket fields mapping, so the data could be transferred based upon your preferences.

  • Migrate small amount of data

    Test out our Free Demo Migration to check how the information migrate. You will be able to browse 20 tickets in your new help desk in a few minutes!

  • Migrate to CSV all data

    Once everything's tested, choose a quiet time with the least load on the support staff and begin migrating from ConnectWise to CSV.

Your data is in good hands

We take the protection of your data seriously, so we apply, as well as develop our own, best practices and methods to protect it.


Price estimation

Don't know how to estimate the cost of data migration?
Just check out this video for a detailed guide.

Select your current platform and the future one
Number of records in your current platform
Help Desk Record — every single Agent, Group, Contact, Company and Ticket. If you have 10 Agents, 10 Contacts and 40 Tickets, then you have 60 help desk records.
Knowledge Base Record — every single Article, Category and Folder. If you have 5 Articles, 6 Categories and 4 Folders, then you have 15 knowledge base records.
Let's get connected
Select how you want to proceed
Option #1: fully automated process
Automated data migration
According to the platforms you've selected, you can migrate:
Option #2: Tailored to meet your needs
Customized data migration
Fulfill any specific requirements you have: filter data, migrate tickets the way you need, reassign agents and more.
What kind of customization do you need?
Please describe your needs as detailed as possible

Thanks for your request!

We'll get back to you as soon as we have the estimate ready.

Have any questions?

Hear from our satisfied clients

Migrate the data automatically

See yourself that switching from one help desk to another is easy even if you're not computer savvy.
Start an automated migration

Let a specialist perform your CSV import

Our staff would be more than happy to perform a personalized migration in case you have special needs.
Get a price estimation

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