Professional ConnectWise to Salesforce Service Cloud data migration service
Encoded chats, secured servers, newest authorization mechanisms
Automated process, don't have time-out, no workflow breaks
Reasonable charging to guarantee a feature + cost balance
Customers across different areas prefer us
Data migration timeline: 1-2 weeks
Preparation
Project and Requirements Evaluation
Start your transmit by determining Source records, operations, and integrations. Review data filtering and field mapping to the Target. Set up a transmit tactic, that consists of the schedule and reps coaching.
Security and Compliance Review
Make sure data adheres to security requirements. Set permissions and access controls to protect the migration.
Migration
Data Mapping and Customization
Match records fields among your Source and Target. Choose automated custom settings from the list or request distinct tailoring for the record transfer.
Demo Migration
Initiate a free test Demo to understand how the migration service performs. Review results and change settings as you wish.
Data Verification
Confirm all moved records in the Target is accurate, complete, and properly formatted.
Full Data Migration
Transfer all chosen records, covering tickets, contacts, attachments, and closely connected data.
Delta Migration
Capture any fresh or updated records that changed during the Full data movement.
Interval Migration*
Data movement can be halted and continued to fit your schedule, with no downtime. You can pause up to five times for five days each, adjusted by our sales squad during work hours.
Post-Migration Phase
Go Live
Present the Target for all reps. Turn off the Source if needed and preserve data backups.
What Data Can You Migrate from ConnectWise to Salesforce Service Cloud ?
With Help Desk Migration app, you can without trouble migrate large piles of various data entities to or from ConnectWise to Salesforce Service Cloud. Take a look the list of data types you can import making use of automation service by yourself from tech support team.
Do you want peculiar ConnectWise to Salesforce Service Cloud import or export needs?
Drop us a line for a nonstandard data import.
| ConnectWise entities | Salesforce Service Cloud entities | |
|---|---|---|
| Help desk | ||
| Members | Users | |
| Companies | Accounts | |
| Contacts | Contacts | |
| Tickets | Cases | |
Why migrate with Help Desk Migration?
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Zero downtime
Move records effortlessly - keep workflows intact and serve customers effectively. -
Increased efficiency
Quickly move data and arrange default and custom fields with the out-of-box Migration Wizard. -
Seamless ticket transmiting
The Migration Wizard transmits tickets and all linked data, keeping the data structure unalterred on the Target. -
Expert support
Our support crew is available to help you via chat, email, or phone. -
Effective import strategy
Our team will formulate a well-defined plan for data import, ensuring a smooth process and reliable data. -
Pre-built options and customizations
Opt for automated options or inquire about customization, and we'll verify your data is preserved.
How ConnectWise to Salesforce Service Cloud Data Migration Runs
You can carry out data import in five simple moves, with our automated migration solution. However, if you have special needs or a unique data structure, feel free to go with a custom method.
Connect platforms
Connect your source and target platforms
Map and match data
Specify how your data should be transferred
Test-drive
Start a Demo to access the replication tool and its results
Full Data Migration
Start or plan your data transition
Grow Your ConnectWise to Salesforce Service Cloud Export
with These Options
Acquire a automated data transmition experience that meets your company’s objectives. The Help Desk Migration service brings features to enable you to succeed your help desk records movement in the secure and automated route.
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Leave behind attachments
Does your expected help desk platform provide limited data storage? Leave behind attachments, especially if your historical data doesn’t suffer a loss of its value without them. The data import and export time will cut down remarkably.
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Take advantage of the attachment option to Import inline images
Import the images fixed into tickets as attachments. The migration time might go up, but the images will never disappear along with the source a new platform.
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Demo with custom data: Handpick 20 entities for transfer
If you expect to check how handpicked entities will look like in the desired support service platform, kick off this free custom Demo and appoint 20 entities for a free test.
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Move newest data first
Opt for this feature to import your newest records in a chronological flow, from most recent to oldest. The feature is applicable exclusively to Full Migration.
Put mind to your crucial goals. We'll do the heavy lifting
Our automated migration tool delivers an effective solution, whether you’re migrating your customer support operations from ConnectWise to Salesforce Service Cloud. With just a couple of clicks, your support service platform will be ready to work on a targeted solution — no need to suffer any interruption!
Data migration complies with security requirements
Help Desk Migration Wizard handles your data is secure throughout the migration process. To ensure the maximum safety of your help desk data whether they are in import or at rest, we implement established runthrough. Here is encompassed running regular security analysis, reserving our servers safe, meeting different regulations, and more.
Select the migration solution that clients love
A collection of efficient data migrations and plenty of awards and inspiring mentions can vouch for the high standard of Help Desk migration service. Additionally, we keep improving. Because Help Desk Migration's aim is to involve most of your data migration requests, we continue refining our app and constantly advance it with novel features.
Benefit from easy mapping to handle your most complex needs
Set yourself free from the time-consuming chore of adding wanted fields or business data during ConnectWise to Salesforce Service Cloud migration. Help Desk Migration tool allows you map data fields and change your data import and export. This will keep the native system of your data simply on your part.
Choose a fitting time for data import
Start by the help desk import whenever it fits into your workflow. Start by exporting historical records and later set up the Delta opportunity to move your during migration changed tickets. Then, relax and empower our Migration Wizard handle the rest.
Work with a support pros you can completely be sure of
Don’t worry about encountering hardships while doing your Supported Platform data import and export. Empower our service representatives explore your problem. With years of involvement importing data, our representatives are well-seasoned to provide a accomplished migration of your business data.
Your Help Desk Data Migration is the Whole Way Through
Using Help Desk Migration app, don't worry about safety of critical data. We commit to the fresh recommendations, set constant advancements, and invariably examine all facilities.
We employ a firm two-factor authentication policy
Our Migration Wizard shields your business data from unwanted accessing with 2FA access. What’s more, your company representatives can only export ConnectWise records if they possess admin access. Combined, these safety measures terminate the dangers of data leak.
Three-layer data protection
Help Desk Migration enables 3 levels of data protection. At the physical layer, we cover our data hosting equipment from logical and physical attacks. At the app level, we exclude any prohibited access to your data on our service. And, last but not least, on the network layer, we protect our networks from digital abuse.
We fulfill safety levels
We take care of your records based on all integral security levels. Help Desk Migration service holds an broad list of compliance, and we continue expanding it. At the moment, we meet the demands and requirements of GDPR, CCPA, HIPAA, PCI (Level 1), and other data safety principles.
What is the cost of your ConnectWise to Salesforce Service Cloud data migration?
And now to the burning question. How much will it cost to switch from ConnectWise to Salesforce Service Cloud? The cost will mostly depend on the data volume you need to migrate, the complexity of your requirements, and the options you’ll select or customizations you’ll ask for. Start a Free Demo to test the Migration Wizard performance and learn how much your data switch will cost.
Run a Demo to get the priceReviews helps us upgrade our service: Some words from our customers
The transition was made easy. The service was excellent, during all the steps of the transition we felt taken care of and monitored perfectly.
Gauthier Escorbiac Supervisor of Customer Service at Thule Group
Use Help Desk Migration. This tool took the “painful” and “time-consuming” factors out of the data migration.
Chantelle Viani Associate Publisher at Cosmos Magazine
Overall, I found the process to be very fast and effortless. I enjoyed working with the support team. The customer service reps I talked to were very helpful during the entire process.
Nicola Mustone Woo Happiness Engineer at Automattic Inc.
The overall experience was excellent. I appreciated the constant follow-up that I received from the Account Managers at Help Desk Migration.
Ionut Birzu Operations Manager at Lenovo
Before spending time on in-house options take a look at Help Desk Migration first. They can more than likely save you time and money in the long run.
Steve Milligan Associate Director OIS - Networked Systems at Arkansas Tech University
Honestly, I was really pleasantly surprised by how responsive the company is. I was left to wonder, do you guys even sleep? I was able to get responses to virtually every question each time I was asking within a few hours, even considering the time zones.
Paul McCabe The Vice President of Global Customer Experience in Roland corporation
It was a great experience using HDM. They were very prompt and thorough throughout the entire process, very willing to help ensure that the migration is done correctly, and answered all questions I had in a very timely manner.
Andrew Cassano Customer Service Manager at J Skis and 4frnt Skis
Help Desk Migration was great with us. Being my first time dealing with a migration, they were very patient with me as I guided myself through the process of migrating data.
Tom Doulos Director of Customer Experience at Endy
Migrating our Zendesk data with Help Desk Migration was an absolutely seamless experience. We had a very complex case because we had over 200 000 tickets, and HDM just made it much easier.
Noga Edelstein Co-founder of UrbanYou
The transition was made easy. The service was excellent, during all the steps of the transition we felt taken care of and monitored perfectly.
Gauthier Escorbiac Supervisor of Customer Service at Thule Group
Use Help Desk Migration. This tool took the “painful” and “time-consuming” factors out of the data migration.
Chantelle Viani Associate Publisher at Cosmos Magazine
Overall, I found the process to be very fast and effortless. I enjoyed working with the support team. The customer service reps I talked to were very helpful during the entire process.
Nicola Mustone Woo Happiness Engineer at Automattic Inc.
The overall experience was excellent. I appreciated the constant follow-up that I received from the Account Managers at Help Desk Migration.
Ionut Birzu Operations Manager at Lenovo
Before spending time on in-house options take a look at Help Desk Migration first. They can more than likely save you time and money in the long run.
Steve Milligan Associate Director OIS - Networked Systems at Arkansas Tech University
Honestly, I was really pleasantly surprised by how responsive the company is. I was left to wonder, do you guys even sleep? I was able to get responses to virtually every question each time I was asking within a few hours, even considering the time zones.
Paul McCabe The Vice President of Global Customer Experience in Roland corporation
It was a great experience using HDM. They were very prompt and thorough throughout the entire process, very willing to help ensure that the migration is done correctly, and answered all questions I had in a very timely manner.
Andrew Cassano Customer Service Manager at J Skis and 4frnt Skis
Help Desk Migration was great with us. Being my first time dealing with a migration, they were very patient with me as I guided myself through the process of migrating data.
Tom Doulos Director of Customer Experience at Endy
Migrating our Zendesk data with Help Desk Migration was an absolutely seamless experience. We had a very complex case because we had over 200 000 tickets, and HDM just made it much easier.
Noga Edelstein Co-founder of UrbanYou
Packed ConnectWise to Salesforce Service Cloud Import in Several Clicks
Import your business records from ConnectWise to Salesforce Service Cloud with no trouble with no confusing from what truly matters — settling your clients’ matters. Help Desk Migration tool carries out all the work behind the scenes whilst you simply enjoy running customer service your selected platform.
More helpful insights about data import and export
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