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CustomerFirst to bold360
migration service

Effortless , no special expertise or coding required. A complete CustomerFirst to bold360 data migration software.

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Your best tool for CustomerFirst to bold360 data migration

No need to create a script, nor do you need a programmer. Just perform your platform to platform migration in a couple of simple steps.
Save on resources
Skip the platform analysis and code development processes. Just choose what data you need to transfer and start the transition when comfortable.
Easy migration
No specific knowledge or skill needed. Just choose what data will go to the new system and enjoy the wonders happening.
Record completion
Transfer your help desk info in full to ensure that no ticket is missing vital customer service information.
Simple and easy process

You don’t have to bother about scripting or constantly watch each record transferred.

Just attach your source and target, tick what you want to migrate and let the Migration Wizard do the rest for you.

Data dependency

Your information comes complete and we mean it.

Every email, every ticket, and every little bit of info will arrive complete with its attachments, contact connections, and interaction history.

Data protected

Your information is behind impenetrable walls. Not even all our team members have access to your credentials or records.

You can be certain with HDM no hacker attacks will take place.

Record mapping

Choose records that will be moved by using our built-in data viewer.

From contacts to tickets to knowledge base articles, you will be able to pick just about everything you might actually need.

Guided migration

If you are new to data migrations, don’t worry. Helpful and simplified on-screen prompts will help you move your information accurately.

There’s no need to concern that you’ll be overwhelmed with a whole dictionary in tech jargon.

Customer priority

As a migration service provider, we strive to propose the best possible migration tool. However, our priority is customer service.

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


Reasons to use Help Desk Migration to switch from CustomerFirst to bold360

Castle gates

Strong safety of your records

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

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Intuitive data migration wizard

With Help Desk Migration it's easy to transfer your support service 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 even custom fields , thus letting you ensure that the records end up in the right places in bold360.

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Sustained relation between object and people

When migrating your data from CustomerFirst to bold360 we maintain all relations between tickets and their respective contacts, attachments, etc., thus retaining the history info.

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Relations illustration

What you may migrate from CustomerFirst to bold360

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 CustomerFirst to bold360 work

  • Prepare

    Sign-up and go to our migration tool.

  • Select and connect your CustomerFirst service desk with HDM.

  • Connect bold360

    Grant access to your bold360 account.

  • Explain your needs

    Let us know what elements of your migration you wish to tweak

  • Get your needs estimated

    We'll research your case and send you with a cost and a scope of work.

  • Migrate from CustomerFirst to bold360 all data

    Migrate all your customer service information in a single push.

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 methods 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 satisfied clients

Migrate the data automatically

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

Let a professional run your bold360 import

Our staff would be more than happy to run a customized migration in case you have particular needs.
Get a price estimation

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