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CSV to Optsy
migration service

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

More details

The best CSV to Optsy tool made for you

There’s no need to write a code, nor do you need a developer. Just perform your platform to platform switch in a couple of simple steps.
Save on your time and money
Avoid complex data audit and tool development processes. Simply pick what data you need to transfer and set off with the transition right away.
Easy transition process
No specific expertise required. Just select what data will go to the target solution and enjoy the wonders happening.
Data structure maintenance
Transfer your help desk info in full to make sure that no ticket is missing critical customer service details.
Effortless procedure

You don’t have to bother about scripting or continuously control each piece of info transferred.

Just link both platforms, tick what you need to migrate and let the tool do the rest for you.

Preserved connections

Starting from the ticket requester to every comment author, your entire database will keep their previous data structure untouched.

You don’t have to worry that a part of the data will be lost and service quality will degrade. Everything will arrive where you left it.

Data safety is priority

Information is key which is why we created a method that will keep your information intact.

Neither hackers will have access to your accounts nor physical disasters will touch your records anyhow.

You’re in control

Manage your customer data with our in-app data mapping solution. Choose what goes where, set priorities, and even ditch the things you need, all with our Migration Wizard.

Efficient out-of-the-box solution

In only a couple of buttons to press you will be able to select what goes where, when it starts, and how.

Our tech engineers considered user experience as an essential factor and ensured that you will be able to to take the full advantage of the tool easily.

Great service first

Apart from producing great customer service, we always aim to develop our customer service.

As a team, we want you to have the friendly and helpful service, which is why we are always putting so much effort to improve the core experience.


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

Castle gates

Strong safety of your records

The migration is completed by the machine over a protected connection, and all your credentials will automatically be deleted 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 service 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 helping you to make sure that the data end up in the right destinations in Optsy.

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Sustained association between object and people

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

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Relations illustration

What you may migrate from CSV to Optsy

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 Optsy work

  • Get ready

    Sign-up and go to our migration software.

  • Choose and connect your CSV support desk with HDM.

  • Connect Optsy

    Give the right to access your Optsy account.

  • Clarify your requirements

    Let us know exactly what elements of your migration you need to tweak

  • Get your preferences estimated

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

  • Migrate from CSV to Optsy 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 implement, 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 clients

Migrate the records automatically

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

Let a pro perform your Optsy import

Our team would be more than happy to perform a custom migration in case you have special requirements.
Get a price estimation

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