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CustomerFirst to Help Sumo
migration service

Effortless , no special know how or coding required. A complete CustomerFirst to Help Sumo data migration instrument.

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Your best tool for CustomerFirst to Help Sumo data migration

No need to write a code, nor do you need a developer. Just set up your platform to platform switch in a couple of simple steps.
Save on resources
Avoid the platform analysis and script development processes. Simply choose what data you need to migrate and start the transition right away.
Easy transition process
No specific expertise needed. Just pick what data will go to the target system and enjoy the miracle happening.
Record structure maintenance
Transfer your help desk data in full to make sure that no ticket has lost essential customer service details.
Simple and easy procedure

No need to worry about scripting or constantly watch each piece of info transferred.

Just link your source and target, choose what you want to take to a new database and allow the Migration Wizard deal with the rest for you.

Data maintenance

Your information migrates unite and we mean it.

Each email, every ticket, and every user profile will arrive complete with its attachments, contact connections, and interaction archive.

Robust protection

Your information is safe and sound with us. Not even all our staff members have see your credentials or records.

You can be sure that with HDM no data breaches will take place.

You control the process

Take complete control of your customer data with our in-app data mapper. Pick what goes where, set priorities, and even discard the things you don’t like, all within Migration Wizard.

Step-by-step instructions

If this is your first migration, don’t worry. Helpful and simplified on-screen instructions will help you move your information accurately.

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

Customer priority

As a data import service provider, we work to offer the best possible migration tool. However, our priority is customer service.

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


Reasons to use Help Desk Migration to migrate data from CustomerFirst to Help Sumo

Castle gates

Strong safety of your data

The migration is performed over a protected connection, and all your credentials will automatically be removed after you complete the data migration.

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Intuitive data migration wizard

With Help Desk Migration it's simple to move 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 be sure that the data end up in the right destinations in Help Sumo.

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Sustained relation between object and people

When migrating your data from CustomerFirst to Help Sumo we keep 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 CustomerFirst to Help Sumo

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 Help Sumo work

  • Prepare

    Sign up and go to our migration service.

  • Connect CustomerFirst

    Opt and connect your CustomerFirst support desk with HDM.

  • Connect Help Sumo

    Grant access to your Help Sumo account.

  • Express your needs

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

  • Have your needs estimated

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

  • Migrate from CustomerFirst to Help Sumo everything

    Migrate all your customer support information in a single push.

Your data is in good hands

We take the security of your data seriously, so we apply, 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 on your own that moving from one help desk to another is easy even if you're not computer savvy.
Start an automated migration

Let a professional perform your Help Sumo import

Our staff would be more than happy to perform a custom migration if you have specific needs.
Get a price estimation

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