CSV to HarmonyPSA
migration service

Trouble-free , no special expertise or programming required. A complete CSV to HarmonyPSA data migration software.

More details

The best CSV to HarmonyPSA tool made for you

There’s no need to create a script, nor do you need a programmer. Just perform your platform to platform switch in a couple of easy steps.
Save on your time and money
Skip complex data audit and code development processes. Simply choose the records you need to move and start the transition when comfortable.
Easy migration
No specific knowledge or skill required. Just choose what data will go to the target system and see the magic happening.
Data completion
Transfer your help desk records in full to ensure that no ticket is missing vital customer support information.
Automated tool

Scared that you’ll have to use special skills to migrate your customer service data? Don’t be as we ensured that our tool is as easy to use as it can possibly be.

Link the help desks, select records, click ok, and the migration is ready!

Data dependency

Your customer data comes unite , you can take our word.

Every email, every ticket, and every customer profile will arrive complete with its attachments, contact connections, and interaction history.

Data protected

Your customer data is behind thick walls. Not even all our team members can access to your passwords or records.

You can rest assured that with HDM no hacker attacks will take place.

Record mapping

Choose records that will be migrated by using our pre-installed data viewer.

From contacts to tickets to knowledge base solutions, you will be able to pick just about everything you might actually need.

Guided migration

If you are new to data migrations, don’t worry. Useful and insightful on-screen prompts will help you migrate your information accurately.

There’s no need to concern that you’ll be overwhelmed with terms and tech jargon.

Customer service as priority

As a migration service supplier, we strive to propose the most effective migration tool. Nevertheless, our prime concern is customer service.

As evident by our many five-star reviews on G2, we want you to have the enjoyable experience.


Why you should use Help Desk Migration to switch from CSV to HarmonyPSA

Castle gates

Strong safety of your information

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

Next

Automatic data migration wizard

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

Next

Wizard window
Mapping fields window

Excellent data mapping

Our system allows mapping standard as well as custom fields , thus helping you to ensure that the data end up being in the right places in HarmonyPSA.

Next

Sustained connection between object and people

When migrating your records from CSV to HarmonyPSA we preserve all connections between tickets and their respective contacts, attachments, etc., therefore retaining the history info.

Next

Relations illustration

What you may migrate from CSV to HarmonyPSA

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 HarmonyPSA work

  • Get ready

    Register and go to our migration software.

  • Choose and link your CSV service desk with HDM.

  • Grant access to your HarmonyPSA account.

  • Describe your needs

    Let us know exactly what elements of your migration you would like to fine-tune

  • Have your preferences estimated

    We will research your application and send you with a price range and a scope of work.

  • Migrate from CSV to HarmonyPSA all data

    Transfer all your customer support information in a single push.

Your data is in good hands

We take the safety of your data seriously, so we utilize, as well as develop our own, best practices and techniques 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.
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 buyers

Migrate the records all by yourself

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

Let an expert run your HarmonyPSA import

Our team would be more than happy to run a customized migration in case you have particular needs.
Get a price estimation

Blog Articles You Might Find Useful

Helpdesk with Chat: Easy Way to Better Customer Service

What sets your business apart from other companies who offer the same thing? The answer is quite simple: outstanding, timely customer service. Getting a response…

How Much Time Does Data Migration Take?

It’s a fact: sooner or later successful businesses grow and it means drastic changes in the workload organization. It’s connected with the growth of their…

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…

Book a Call
cancel
%s
— %s