CSV to SherpaDesk
migration service

Effortless , no special expertise or coding required. A complete CSV to SherpaDesk data migration software.

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Your best tool for CSV to SherpaDesk data migration

No need to create a script, nor do you need a programmer. Just set up your platform to platform migration in a couple of easy steps.
Save on resources
Skip the platform analysis and code development processes. Just decide on the records you need to migrate and set off with the transition immediately.
Simple migration
No tech knowledge or skill needed. Just choose what data will go to the new platform and see the miracle happening.
Record completion
Move your help desk data in full to ensure that no ticket has lost essential customer support information.
Automated migration

Afraid that you’ll need advanced skills to move your customer service data? Don’t be as we ensured that our tool interface is as easy to use as it can possibly be.

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

Data dependency

Your information migrates complete , you can take our word.

Every email, every ticket, and every user profile will reach the target complete with its attachments, contact connections, and interaction history.

Data protected

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

You can be sure that with HDM no data breaches are possible.

You’re in charge

Manage your information with our internal data mapping solution. Select what goes where, set priorities, and even ditch the stuff you need, all with our Migration Wizard.

Simple & effective

In just a few clicks it will be possible to choose the data arrangement, when it starts, and in what order.

Our developers took user experience as an essential factor and made sure that it will be possible to to take the full advantage of the tool easily.

Customer priority

As a migration service provider, we strive to offer the most effective migration tool. Nevertheless, our prime concern is customer support quality.

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


Reasons to use Help Desk Migration to switch from CSV to SherpaDesk

Castle gates

Strong privacy of your data

The migration is carried out 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's easy to transfer your customer care to a new helpdesk without involving the IT department

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Wizard window
Mapping fields window

Advanced data mapping

Our service allows mapping standard and custom fields , thus letting you ensure that the records end up being in the right places in SherpaDesk.

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Retained connection between object and people

When migrating your data from CSV to SherpaDesk we keep 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 SherpaDesk

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 SherpaDesk work

  • Prepare

    Start by setting up Agent profiles and all essential custom fields in your new help desk. Now, get started on migrating your data from CSV to SherpaDesk.

  • Fill in the form with necessary credentials to allow our data migration tool to access information from your current help desk.

  • Connect SherpaDesk

    Do the same action to connect our service with the new help desk and thereby make it possible to import the information.

  • Select objects

    Select the information you want to migrate and set the ticket fields mapping, so the data could be moved in line with your needs

  • Migrate small amount of data

    Try out our Free Demo Migration to check how the records migrate. You will be able to browse 20 tickets in your new help desk in a few minutes!

  • Migrate to SherpaDesk everything

    When everything's validated, choose a quiet time with the minimal load on the support team and begin migrating from CSV to SherpaDesk.

Your data is in good hands

We take the security of your data seriously, so we utilize, 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 customers

Migrate the data by yourself

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

Let a professional run your SherpaDesk 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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