CSV to ConnectWise
migration service

Smooth , no special knowledge or coding required. A complete CSV to ConnectWise data migration instrument.

More details

Your best tool for CSV to ConnectWise data migration

No need to create a script, nor do you need a programmer. Just perform your platform to platform migration in a couple of simple steps.
Save on resources
Skip the platform analysis and script development processes. Just decide on what data you need to move and set off with the transition right away.
Easy migration
No specific knowledge or skill needed. Just pick what data will go to the new platform and enjoy the magic happening.
Record completion
Transfer your help desk data in full to ensure that no ticket is missing essential customer service information.
Simple and easy process

You don’t have to bother about coding or constantly watch each record transferred.

Just attach both platforms, tick what you need to migrate and let the Migration Wizard deal with the remainder.

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

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

Security is priority

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

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

Record mapping

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

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

Simple & effective

In just a couple of clicks it will be possible to select the data arrangement, when it starts, and in what order.

Our tech engineers took customer 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 want to improve 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 enhance the general experience.


Reasons to use Help Desk Migration to switch from CSV to ConnectWise

Castle gates

Strong safety of your data

The migration is done over a secure connection, and all your credentials will instantly be deleted after you complete the data migration.

Next

Intuitive data migration wizard

With Help Desk Migration it really is easy to transfer your customer service to a new helpdesk without involving the IT department

Next

Wizard window
Mapping fields window

Exceptional data mapping

Our service allows mapping standard and custom fields , thus letting you be sure that the records end up in the right places in ConnectWise.

Next

When migrating your data from CSV to ConnectWise we keep all relations between tickets and their respective contacts, attachments, etc., thus retaining the history info.

Next

Relations illustration

What you may migrate from CSV to ConnectWise

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 CSV to ConnectWise work

  • Prepare

    Start by setting up Agent profiles and all needed custom fields in your new help desk. Now, get started on migrating your data from CSV to ConnectWise.

  • Fill out the form with necessary credentials to permit our data migration tool to fetch records from your current help desk.

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

  • Choose objects

    Select the records you need to migrate and set the ticket fields mapping, so the records could be moved in line with your preferences

  • Migrate limited amount of data

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

  • Migrate to ConnectWise all data

    When everything's tested, find a quiet time with the minimal load on the support department and start migrating from CSV to ConnectWise.

Your data is in good hands

We take the protection of your data seriously, so we use, as well as develop our own, best practices and strategies 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 satisfied customers

Migrate the data by yourself

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

Let a specialist run your ConnectWise import

Our staff would be more than happy to run a customized migration in case you have specific demands.
Get a price estimation

Blog Articles You Might Find Useful

Post Migration Checklist – Here’s What You Should Do

So you’ve successfully managed to move your stuff from one platform to another but have this funny feeling that you are missing something. Turns out…

The 3 Reasons to Move from HESK to SysAid

Hesk is a free self-hosted help desk solution. It is trusted by many of the small and mid-sized companies. HESK provides the tools to deal…

Help Desk Migration Checklist: Essential Steps You Should Take

Switching help desks may feel like walking into nothingness: you don’t know what to expect and what could go wrong. There are so many technical…

Book a Call
cancel
%s
— %s