ConnectWise to HelpSpot
migration service

Effortless , no special skill set or coding required. A complete ConnectWise to HelpSpot data migration tool.

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Your best tool for ConnectWise to HelpSpot data migration

No need to write a code, nor do you need a programming team. Just set up your platform to platform switch in a couple of simple steps.
Save on resources
Avoid the platform analysis and tool development processes. Simply decide on customer info you need to transfer and set off with the transition immediately.
Simple transition process
No tech expertise needed. Just select what data will go to the target platform and observe the wonders happening.
Record structure maintenance
Move your help desk info in full to make certain that no ticket has lost critical customer service details.
Automated migration

Worried that you’ll need advanced skills to migrate your info? Worry not as we ensured that our tool interface is as easy to use as possible.

Connect the help desks, pick data, click ok, and you’re done!

From sender information to phone number connection, all you records will keep their previous data structure intact.

You don’t have to worry that a part of the data will be missing and service quality will degrade. Everything will be waiting for you how you left it.

Security is paramount

Information is key which is why we developed a system that will keep your information untouched.

Neither hackers will have access to your accounts nor physical disasters will impact your data anyhow.

Data mapping

Pick data that will be migrated by using our built-in data viewer.

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

Efficient out-of-the-box solution

In just a few buttons to press it will be possible to pick the data arrangement, when it starts, and in what order.

Our software considered customer experience as a priority and made sure that you will be able to to take the full advantage of the tool easily.

Good service first

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

As a team, we want you to have the best possible service, which is why we are always making great strides to improve the core experience.


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

Castle gates

Strong privacy of your records

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

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Intuitive data migration wizard

With Help Desk Migration it's simple to migrate your customer support to a new helpdesk without involving the IT department

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Wizard window
Mapping fields window

Advanced data mapping

Our service allows mapping standard and even custom fields , thus letting you make sure that the data end up in the right destinations in HelpSpot.

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Retained connection between object and people

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

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Relations illustration

What you may migrate from ConnectWise to HelpSpot

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 HelpSpot work

  • Prepare

    Start with preparing Agent profiles and all necessary custom fields in the new help desk. Now, get started on migrating your data from ConnectWise to HelpSpot.

  • Connect ConnectWise

    Complete the form with required credentials to allow our data migration tool to retrieve data from your current help desk.

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

  • Select objects

    Select the records you need to migrate and set the ticket fields mapping, so the data could be transferred according to your needs

  • Migrate limited amount of data

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

  • Migrate to HelpSpot everything

    When everything's tested out, find a quiet time with the minimal load on the support team and begin migrating from ConnectWise to HelpSpot.

Your data is in good hands

We take the security of your data seriously, so we implement, 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 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 professional perform your HelpSpot import

Our staff would be more than happy to perform a personalized migration if you have special demands.
Get a price estimation

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