CSV to Pega Customer Service
migration service

Smooth , no special knowledge or coding required. A complete CSV to Pega Customer Service data migration tool.

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Your best tool for CSV to Pega Customer Service data migration

No need to create a script, nor do you need a programmer. Just set up your platform to platform switch in a couple of simple steps.
Save on resources
Skip the platform analysis and tool development processes. Simply decide on customer info you need to move and start the transition immediately.
Simple migration
No tech knowledge or skill needed. Just select what data will go to the target platform and observe the magic happening.
Record completion
Move your help desk records in full to ensure that no ticket has lost essential customer service information.
Automated migration

Scared that you’ll need advanced skills to migrate your info? Don’t be as we ensured that our tool accessible as possible.

Attach the platforms, pick data, click ok, and the migration is ready!

Data dependency

Your information migrates unite and we mean it.

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

Data protected

Your information is safe and sound with us. Not even all our staff members have access to your passwords or records.

You may rest assured that with HDM no hacker attacks are possible.

You’re in charge

Manage your information with our internal data mapper. Select what goes where, set priorities, and even discard the stuff you don’t like, all with our Migration Wizard.

Guided migration

If this is your first migration, there’s no need to be concerned. Helpful and simplified on-screen instructions will help you set up an accurate data import.

You don’t need to worry that you’ll be overwhelmed with terms and tech jargon.

Customer priority

As a migration service provider, we aim to offer the best possible migration tool. Yet, our prime concern is customer service.

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


Reasons to use Help Desk Migration to switch from CSV to Pega Customer Service

Castle gates

Strong privacy of your information

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

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Intuitive data migration wizard

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

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Wizard window
Mapping fields window

Exceptional data mapping

Our service allows mapping standard as well as custom fields , thus letting you make sure that the data end up in the right places in Pega Customer Service.

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Retained relation between object and people

When migrating your data from CSV to Pega Customer Service we preserve 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 Pega Customer Service

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 Pega Customer Service work

  • Prepare

    Register and go to our migration service.

  • Connect CSV

    Choose and connect your CSV service desk with HDM.

  • Grant the right to access your Pega Customer Service account.

  • Detail your business needs

    Let us know what elements of your migration you want to fine-tune

  • Have your requirements estimated

    We shall analyze your case and get back to you with a price and a scope of tasks.

  • Migrate from CSV to Pega Customer Service everything

    Move all your customer support information in a single push.

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 secure 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 satisfied buyers

Migrate the data all by yourself

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

Let a specialist run your Pega Customer Service import

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

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