CSV to CustomerFirst
migration service

Extremely easy , no special skill set or coding required. A complete CSV to CustomerFirst data migration tool.

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Trustworthy and Reputable
Your passwords along with data are safe with us and will be used for import only.
Fast and Understandable
Help Desk Migration does not require any specific experience or knowledge to get started with the migration.
Complete & Accurate
We've handled all significant peculiarities of different helpdesks to help you accurately and efficiently migrate massive amounts of information

Why you should use Help Desk Migration to migrate data from CSV to CustomerFirst

Castle gates

Strong safety of your records

The migration is carried out over a protected connection, and all your credentials will automatically 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 move 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 even custom fields , thus letting you make sure that the data end up being in the right destinations in CustomerFirst.

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When migrating your records from CSV to CustomerFirst 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 CSV to CustomerFirst

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 CSV to CustomerFirst work

  • Get ready

    Sign-up and go to our migration tool.

  • Connect CSV

    Opt and link your CSV support desk with HDM.

  • Connect CustomerFirst

    Grant access to your CustomerFirst account.

  • Describe your needs

    Let us know exactly what components of your migration you want to tweak

  • Get your requirements estimated

    We will analyze your application and send you with a the overall cost and a scope of work.

  • Migrate from CSV to CustomerFirst all data

    Transfer all your customer service information in a single push.

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 methods to secure it.


Price estimation

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 clients

Migrate the records automatically

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

Let a pro perform your CustomerFirst import

Our team would be more than happy to perform a custom migration if you have particular needs.
Get a price estimation

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