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Conversocial to Planio
migration service

Extremely easy , no special know how or coding required. A complete Conversocial to Planio data migration tool.

More details

The best Conversocial to Planio tool made for you

There’s no need to write a code, nor do you need a programmer. 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 tool development processes. Just decide on what data you need to transfer and set off with the transition when comfortable.
Effortless transition process
No special expertise needed. Just select what data will go to the new platform and enjoy the wonders happening.
Data structure maintenance
Migrate your help desk data in full to ensure that no ticket has lost critical customer service information.
Effortless process

No need to worry about scripting or continuously control each record moved.

Just link both platforms, pick what you need to take to a new database and allow the tool deal with the remainder.

Preserved connections

From sender information to phone number connection, your entire database will keep their initial data structure maintained.

You don’t have to worry that some info will be lost and service quality will degrade. Everything will be waiting for you how you left it.

Security is priority

You data is key which is why we designed a method that will keep your data untouched.

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

Data mapping

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

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

Efficient out-of-the-box solution

In just a few clicks it will be possible to select what goes where, when it starts, and in what order.

Our software considered user experience as a priority and ensured that it will be possible to to take the full advantage of the tool easily.

Good service first

Outside of producing great customer support services, we always aim to improve our customer service.

As a company, we want you to enjoy 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 Conversocial to Planio

Castle gates

Strong security of your data

The migration is completed by the machine over a protected connection, and all your credentials will instantly 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 transfer your customer care 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 and custom fields , thus letting you make sure that the records end up in the right places in Planio.

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Maintained relation between object and people

When migrating your records from Conversocial to Planio we keep 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 Conversocial to Planio

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 Conversocial to Planio work

  • Get ready

    Sign up and go to our migration service.

  • Connect Conversocial

    Select and connect your Conversocial service desk with HDM.

  • Connect Planio

    Give access to your Planio account.

  • Detail your needs

    Let us know what aspects of your migration you would like to modify

  • Get your needs estimated

    We will analyze your application and get back to you with a total price and a scope of tasks.

  • Migrate from Conversocial to Planio everything

    Transfer all your customer service records 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 strategies 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.
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 happy customers

Migrate the records by yourself

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

Let a pro perform your Planio import

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

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