CSV to Help Sumo
migration service

Extremely easy , no special knowledge or coding required. A complete CSV to Help Sumo data migration instrument.

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Secure and Reliable
Your passwords along with records are safe with us and will be used for import only.
Quick and Easy
Help Desk Migration does not require any special skills or knowledge to get started with the migration.
Full & Precise
We've handled all key peculiarities of different helpdesks to help you accurately and efficiently migrate large volumes of data

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

Castle gates

Strong security of your information

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

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Automatic data migration wizard

With Help Desk Migration it certainly is easy to migrate 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 as well as custom fields , thus letting you be sure that the records end up in the right places in Help Sumo.

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When migrating your records from CSV to Help Sumo we preserve 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 CSV to Help Sumo

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 Help Sumo work

  • Get ready

    Register and go to our migration tool.

  • Connect CSV

    Pick and connect your CSV service desk with HDM.

  • Connect Help Sumo

    Grant access to your Help Sumo account.

  • Describe your requirements

    Let us know exactly what parts of your migration you would like to adjust

  • Have your needs estimated

    We'll investigate your case and send you with a total price and a scope of tasks.

  • Migrate from CSV to Help Sumo all data

    Migrate 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 use, 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 buyers

Migrate the records all by yourself

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

Let a pro run your Help Sumo import

Our team would be more than happy to run a personalized migration if you have specific requirements.
Get a price estimation

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