Professional CSV to Salesforce Service Cloud data migration services
Encrypted chats, safe servers, advanced authorization methods
Automated process, no time-out, excluded workflow pauses
Reasonable charging to deliver a feature + charge balance
We’ve achieved the trust of companies among niches
Data migration timeline: 1-2 weeks
Preparation
Project and Requirements Evaluation
Start your transfer by evaluating Source records, workflows, and applications. Review data filtering and field matching to the Target. Formulate a replication approach, involving the agenda and customer service reps training.
Security and Compliance Review
Confirm data adheres to security protocols. Configure permissions and access settings to safeguard the migration.
Migration
Data Mapping and Customization
Connect records fields amid your Source and Target. Select in-built custom settings from the list or discuss distinct customization for the data replication.
Demo Migration
Carry out a free test Demo to check how the migration tool functions. Review results and tweak mapping as needed.
Data Verification
Confirm all migrated records in the Target is precise, fully captured, and adequately formatted.
Full Data Migration
Migrate all chosen records, including tickets, contacts, attachments, and related records.
Delta Migration
Capture any fresh or updated records that changed at the time of the Full data replication.
Interval Migration*
Data migration can be halted and restarted to fit your timeline, with no service disruption. You can pause up to five times for a duration of five days each, adjusted by our sales crew during business hours.
Post-Migration Phase
Go Live
Roll out the Target for all agents. Disable the Source if needed and protect data backups.
What Data Can You Import from CSV to Salesforce Service Cloud ?
With our Migration app, you can smoothly migrate big portions of various data types to or from CSV to Salesforce Service Cloud. Examine the parameters of data entities you can import or export applying automated tool without extra guidance from tech representatives.
Do you want peculiar CSV to Salesforce Service Cloud import inquirements?
Let us know you need a custom data import.
| CSV objects | Salesforce Service Cloud objects | |
|---|---|---|
| Help desk | ||
| Agents | Users | |
| Companies | Accounts | |
| Contacts | Contacts | |
| Tickets | Cases | |
| Knowledge Base | ||
| Categories | Top level categories | |
| Folders | Second level categories | |
| Articles | Articles | |
Why migrate with Help Desk Migration?
Zero downtime
Move records smoothly - ensure workflows running smoothly and aid customers without delays.Enhanced efficiency
Seamlessly move data and configure default and personalized fields with the smart Migration Wizard.Easy ticket transfer
The Migration Wizard migrates tickets and all linked data, preserving the data structure intact on the Target.Always here for you
Our support agents is prepared to navigate you by means of chat, email, or phone.Detailed transfer framework
Our team will formulate a detailed plan for data import, securing a seamless process and protected data.Pre-built options and customizations
Opt for automated options or ask for customization, and we'll ensure your data is on point.
How CSV to Salesforce Service Cloud Data Migration Performs
Our automated migration solution greenlights you import and export data in a few simple moves. If you’re managing a elaborate data structure, feel free to select our custom mode. We’re up for it to satisfy your special needs.
Connect platforms
Connect your source and target platforms
Map and match data
Specify how your data should be transferred
Test-drive
Start a Demo to access the replication tool and its results
Full Data Migration
Start or plan your data transition
Boost Your CSV to Salesforce Service Cloud Export
with These Functionalities
Use a automated data transfer experience that reconciles your business needs. The Help Desk Migration service brings features to facilitate you to complete your support service data movement in the painless mode.
Bypass attachments
Does your new help desk platform present compact data storage? Omit attachments, especially if your historical data loses none of its value without them. The data migration time will cut down significantly.
Migrate inline images as attachments
Import the images set in into tickets as attachments. The data migration time might be longer, but the images will be moved to a new platform.
Take a look our Demo with custom records by migrating 20 entities
Avoid any guessing. Prove that you understand exactly how the entities settle after you’ve migrated them. Our Demo with custom data greenlights you select 20 entities for a test migration.
Fix on your main processes. We'll deal with the heavy lifting
Our automated migration tool delivers a productive tool, whether you’re importing your customer service operations from CSV to Salesforce Service Cloud. With just a couple of clicks, your help desk will be up and running on a desired system — no need to bear any stoppage!
Data migration complies with security requirements
The Migration Wizard will covers your data security during all phases of the migration process. We support maximum business data protection incorporating proven runthrough, including regulatory compliance, established server safekeeping, and approved security tests.
Select the migration solution that clients love
With numerous goal-achieved data import and exports done by our Migration Wizard, Help Desk migration service has obtained plenty of service-linked awards and positive mentions. And our pursuit of excellence does not end there. We proceed to grow our Migration Wizard and deliver useful features to include measures for ensuring we’re including most of your data migration requests.
Apply intuitive mapping to deal with your most complex needs
Set yourself free from the laborious mission of adding wanted data types or data entities at the time of CSV to Salesforce Service Cloud migration. Now you can map regular and custom-made ticket fields, apart from that tweak your data migration right away our migration app. This will retain the original structure of your records effortlessly on your part.
Choose a fitting time for data import
Choose the most fitting time to initiate the help desk import operation. Additionally, our Delta migration option will greenlight you to export the most recently updated records once the historical records was migrated. Then, relax and greenlight our migration app make the rest.
Work with a support agents you can completely depend on
Are you experiencing tasks with your Supported Platform data import? Our service representatives is all set to assist you with any problems. With multiple expertise moving business data, Help Desk Migration team are well-seasoned to provide a well-done import/export of your records.
Your Help Desk Data Import is the Whole Way Through
With Help Desk Migration tool, you’ll never have to worry about security of business data. We commit to the latest requirements, set regular updates, and consistently audit all systems.
We apply a firm two-factor authentication policy
Our Migration Wizard applies two-factor authentication. Besides, only your company representatives with admin rights can export your CSV records. With these security measures in place, you don't worry about information leakage.
Three-layer data safety
Help Desk Migration comes with 3 levels of business records safety. At the physical layer, we cover our data hosting facilities from any breach. At the application layer, we forbid any forbidden log in to your data on our platform. And, finally, on the network layer, we protect our networks against digital attacks.
We fulfill safety principles
We protect your data based on all major security principles. Help Desk Migration service carries an extensive portfolio of compliance, and we are expanding it. Currently, we are compliant with GDPR, CCPA, HIPAA, PCI (Level 1), and other data protection fundamentals.
How much does CSV to Salesforce Service Cloud data migration cost?
How much will you need to invest in the switch from CSV to Salesforce Service Cloud? The cost will mostly depend on the records volume you require to migrate, the complexity of your requirements, and the features you’ll select or custom work you’ll request. Set a Free Demo to test the Migration Wizard performance and find out how much your data transfer will cost.
Run a Demo to get the priceFeedback helps us elevate our service: Few words from our customers
The transition was made easy. The service was excellent, during all the steps of the transition we felt taken care of and monitored perfectly.
Gauthier EscorbiacSupervisor of Customer Service at Thule Group
Use Help Desk Migration. This tool took the “painful” and “time-consuming” factors out of the data migration.
Chantelle VianiAssociate Publisher at Cosmos Magazine
Overall, I found the process to be very fast and effortless. I enjoyed working with the support team. The customer service reps I talked to were very helpful during the entire process.
Nicola MustoneWoo Happiness Engineer at Automattic Inc.
The overall experience was excellent. I appreciated the constant follow-up that I received from the Account Managers at Help Desk Migration.
Ionut BirzuOperations Manager at Lenovo
Before spending time on in-house options take a look at Help Desk Migration first. They can more than likely save you time and money in the long run.
Steve MilliganAssociate Director OIS - Networked Systems at Arkansas Tech University
Honestly, I was really pleasantly surprised by how responsive the company is. I was left to wonder, do you guys even sleep? I was able to get responses to virtually every question each time I was asking within a few hours, even considering the time zones.
Paul McCabeThe Vice President of Global Customer Experience in Roland corporation
It was a great experience using HDM. They were very prompt and thorough throughout the entire process, very willing to help ensure that the migration is done correctly, and answered all questions I had in a very timely manner.
Andrew CassanoCustomer Service Manager at J Skis and 4frnt Skis
Help Desk Migration was great with us. Being my first time dealing with a migration, they were very patient with me as I guided myself through the process of migrating data.
Tom DoulosDirector of Customer Experience at Endy
Migrating our Zendesk data with Help Desk Migration was an absolutely seamless experience. We had a very complex case because we had over 200 000 tickets, and HDM just made it much easier.
Noga EdelsteinCo-founder of UrbanYou
The transition was made easy. The service was excellent, during all the steps of the transition we felt taken care of and monitored perfectly.
Gauthier EscorbiacSupervisor of Customer Service at Thule Group
Use Help Desk Migration. This tool took the “painful” and “time-consuming” factors out of the data migration.
Chantelle VianiAssociate Publisher at Cosmos Magazine
Overall, I found the process to be very fast and effortless. I enjoyed working with the support team. The customer service reps I talked to were very helpful during the entire process.
Nicola MustoneWoo Happiness Engineer at Automattic Inc.
The overall experience was excellent. I appreciated the constant follow-up that I received from the Account Managers at Help Desk Migration.
Ionut BirzuOperations Manager at Lenovo
Before spending time on in-house options take a look at Help Desk Migration first. They can more than likely save you time and money in the long run.
Steve MilliganAssociate Director OIS - Networked Systems at Arkansas Tech University
Honestly, I was really pleasantly surprised by how responsive the company is. I was left to wonder, do you guys even sleep? I was able to get responses to virtually every question each time I was asking within a few hours, even considering the time zones.
Paul McCabeThe Vice President of Global Customer Experience in Roland corporation
It was a great experience using HDM. They were very prompt and thorough throughout the entire process, very willing to help ensure that the migration is done correctly, and answered all questions I had in a very timely manner.
Andrew CassanoCustomer Service Manager at J Skis and 4frnt Skis
Help Desk Migration was great with us. Being my first time dealing with a migration, they were very patient with me as I guided myself through the process of migrating data.
Tom DoulosDirector of Customer Experience at Endy
Migrating our Zendesk data with Help Desk Migration was an absolutely seamless experience. We had a very complex case because we had over 200 000 tickets, and HDM just made it much easier.
Noga EdelsteinCo-founder of UrbanYou
All-packed CSV to Salesforce Service Cloud Import in a Couple Clicks
Import your business records from CSV to Salesforce Service Cloud smoothly and with no disrupting your ultimate mission of solving your customers’ issues.
More helpful insights about data import
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