ConnectWise to Help Sumo
migration service

Extremely easy , no special know how or coding required. A complete ConnectWise to Help Sumo data migration instrument.

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The best ConnectWise to Help Sumo tool made for you

There’s no need to write a code, nor do you need a developer. Just set up your platform to platform migration in a couple of simple steps.
Save on your time and money
Avoid the system analysis and script development processes. Just pick customer info you need to move and set off with the transition when comfortable.
Simple transition process
No tech expertise needed. Just pick what data will go to the new solution and observe the magic happening.
Data structure maintenance
Move your help desk records in full to make sure that no ticket has lost critical customer service details.
Automated tool

Scared that you’ll need advanced skills to move your info? Worry not as we ensured that our tool interface simple to use as possible.

Link the platforms, choose data, click ok, and you’re done!

Preserved connections

Starting from the ticket requester to every comment author, all you records will keep their previous connections untouched.

You don’t have to worry that some data will be missing and service quality will decrease. Everything will be waiting for you where you expected.

Data safety is paramount

Information is everything which is why we created a method that will keep your information untouched.

Neither sophisticated electronic attacks nor physical disasters will touch your records in any way.

Data mapping

Select information that will be moved by using our built-in data viewer.

From contacts to tickets to help center solutions, it will be possible to select anything you might actually need.

Step-by-step instructions

If this is your first migration, worry not. Helpful and intuitive on-screen prompts will help you migrate your information accurately.

There’s no need to concern that you’ll be confused with a whole dictionary in tech jargon.

Great service first

Except providing great customer service, we always want to develop our customer service.

As a company, we want you to have the best possible service, which is why we are constantly making great strides to enhance the general experience.


Why you should use Help Desk Migration to migrate data from ConnectWise to Help Sumo

Castle gates

Strong privacy of your information

The migration is performed over a protected connection, and all your credentials will automatically be removed after you complete the data migration.

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Automatic data migration wizard

With Help Desk Migration it certainly is simple to move your customer support to a new helpdesk without involving the IT department

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Wizard window
Mapping fields window

Upper-level data mapping

Our system allows mapping standard as well as custom fields , thus letting you be sure that the records end up in the right destinations in Help Sumo.

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Retained connectivity between object and people

When migrating your records from ConnectWise to Help Sumo we preserve all relations between tickets and their corresponding contacts, attachments, etc., thus retaining the history info.

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Relations illustration

What you may migrate from ConnectWise to Help Sumo

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.

In what way does data migration from ConnectWise to Help Sumo work

  • Get ready

    Register and go to our migration tool.

  • Connect ConnectWise

    Pick and connect your ConnectWise support desk with HDM.

  • Give the right to access your Help Sumo account.

  • Detail your needs

    Let us know exactly what components of your migration you wish to tweak

  • Have your preferences estimated

    We will investigate your case and send you with a price and a scope of work.

  • Migrate from ConnectWise to Help Sumo all data

    Migrate all your customer service information in a single push.

Your data is in good hands

We take the privacy of your data seriously, so we apply, as well as develop our own, best practices and methods to secure 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 Help Desk platform and the future one
Number of records in your current Help Desk
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.
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 happy buyers

Migrate the records all by yourself

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

Let a pro perform your Help Sumo import

Our team would be more than happy to perform a custom migration if you have special requirements.
Get a price estimation

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