ConnectWise to Salesforce Service Cloud
migration service

Extremely easy , no special skill set or programming required. A complete ConnectWise to Salesforce Service Cloud data migration tool.

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The best ConnectWise to Salesforce Service Cloud tool made for you

There’s 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 your time and money
Avoid complex data audit and tool development processes. Just pick what data you need to move and set off with the transition when comfortable.
Effortless transition process
No special expertise required. Just select what data will go to the new solution and enjoy the magic happening.
Data structure maintenance
Migrate your help desk records in full to make certain that no ticket is missing critical customer support information.
Automated tool

Scared that you’ll have to use special skills to move your customer service data? Don’t be as we made sure that our tool interface user friendly as possible.

Link the platforms, pick records, click ok, and the migration is ready!

Preserved connections

From sender information to phone number connection, your entire database will keep their previous connections maintained.

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

Security is priority

You data is everything which is why we designed a tool that will keep your customer records untouched.

Neither sophisticated electronic attacks nor physical disasters will affect your data anyhow.

Data mapping

Pick data that will be moved by using our pre-installed data viewer.

From contacts to tickets to knowledge base articles, it will be possible to pick anything you might actually need.

Step-by-step instructions

If you are new to data migrations, don’t worry. Useful and insightful on-screen prompts will help you set up an accurate data import.

You don’t need to worry that you’ll be confused with terms and tech jargon.

Great service first

Apart from producing great customer support services, we always want to develop our customer service.

As a team, we want you to experience friendly and helpful service, which is why we are always making great strides to increase the core experience.


Why you should use Help Desk Migration to migrate data from ConnectWise to Salesforce Service Cloud

Castle gates

Strong security of your information

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

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Automatic data migration wizard

With Help Desk Migration it certainly is simple to migrate your customer service 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 helping you to make sure that the records end up being in the right places in Salesforce Service Cloud.

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Maintained connectivity between object and people

When migrating your records from ConnectWise to Salesforce Service Cloud we preserve all connections 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 Salesforce Service Cloud

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 Salesforce Service Cloud work

  • Get ready

    Start off by preparing Agent profiles and all necessary custom fields in your new help desk. Now, begin migrating your data from ConnectWise to Salesforce Service Cloud.

  • Fill out the form with required credentials to make it possible for our data migration tool to access records from your current help desk.

  • Connect Salesforce Service Cloud

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

  • Select objects

    Select the data you want to migrate and set the ticket fields mapping, so the records could be moved based upon your needs

  • Migrate limited amount of data

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

  • Migrate to Salesforce Service Cloud all data

    When everything's tested out, choose a quiet time with the minimal load on the support staff and begin migrating from ConnectWise to Salesforce Service Cloud.

Your data is in good hands

We take the privacy of your data seriously, so we implement, as well as develop our own, best practices and approaches 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 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 for yourself that transferring from one help desk to another is simple even if you're not computer savvy.
Start an automated migration

Let a pro perform your Salesforce Service Cloud import

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

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