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CustomerFirst to HelpShift
migration service

Smooth , no special expertise or coding required. A complete CustomerFirst to HelpShift data migration instrument.

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Your best tool for CustomerFirst to HelpShift data migration

No need to create a script, nor do you need a developer. Just set up your platform to platform migration in a couple of simple steps.
Save on resources
Skip the platform analysis and script development processes. Just decide on customer info you need to move and start the transition immediately.
Effortless migration
No special knowledge or skill needed. Just pick what data will go to the new platform and observe the magic happening.
Record completion
Migrate your help desk data in full to make sure that no ticket has lost vital customer service information.
Effortless procedure

You don’t have to bother about coding or continuously control each piece of info transferred.

Just attach both platforms, tick what you need to migrate and allow the Migration Wizard do the remainder.

Intact connections

Starting from the ticket requester to every comment author, all you records will keep their prior connections untouched.

You don’t have to worry that a part of the info will be lost and service quality will degrade. Everything will arrive where you expected.

Data safety is paramount

Information is everything which is why we created a tool that will keep your data untouched.

Neither hackers will have access to your accounts nor physical disasters will affect your records in any way.

You’re in charge

Manage your information with our in-app data mapper. Choose 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 pick what goes where, when it goes, and in what order.

Our tech engineers took user experience as an essential factor and made sure that you will be able to use the system to its fullest.

Customer service first

Apart from providing great customer service, we always aim to develop our customer service.

As a team, we want you to enjoy friendly and helpful service, which is why we are always putting so much effort to increase the general experience.


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

Castle gates

Strong security of your data

The migration is carried out over a secure 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 really is easy to move your customer support 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 and custom fields , thus letting you be sure that the records end up in the right places in HelpShift.

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Maintained connectivity between object and people

When migrating your data from CustomerFirst to HelpShift 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 CustomerFirst to HelpShift

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 HelpShift work

  • Prepare

    Start by creating Agent profiles and all needed custom fields in your new help desk. Now, get started on migrating your data from CustomerFirst to HelpShift.

  • Fill out the form with required credentials to allow our data migration tool to fetch records from your current help desk.

  • Connect HelpShift

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

  • Select objects

    Select the information you want to migrate and set the ticket fields mapping, so the data could be moved based upon your preferences

  • Migrate limited 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 HelpShift everything

    When everything's tested, choose a quiet time with the minimal load on the support department and start migrating from CustomerFirst to HelpShift.

Your data is in good hands

We take the protection of your data seriously, so we utilize, as well as develop our own, best practices and methods 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 for yourself that moving from one help desk to another is easy even if you're not computer savvy.
Start an automated migration

Let a specialist run your HelpShift import

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

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