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CustomerFirst to Helpy
migration service

Extremely easy , no special expertise or coding required. A complete CustomerFirst to Helpy data migration tool.

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The best CustomerFirst to Helpy tool made for you

There’s 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 your time and money
Skip the system analysis and tool development processes. Just decide on what data you need to migrate and start the transition when comfortable.
Easy migration
No specific knowledge or skill needed. Just select what data will go to the new platform and enjoy the miracle happening.
Data completion
Transfer your help desk data in full to ensure that no ticket has lost vital customer support details.
Effortless procedure

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

Just attach both platforms, choose what you need to take to a new database and allow the Migration Wizard deal with the remainder.

From sender information to phone number connection, your entire database will keep their previous connections untouched.

You don’t have to worry that a part of the records will be lost and service quality will decrease. Everything will arrive how you expected.

Security is priority

Information is everything which is why we created a tool that will keep your customer records safe and sound.

Neither sophisticated electronic attacks nor physical disasters will affect your data in any way.

You control the process

Take complete control of your customer data with our in-app data mapper. Choose what goes where, set priorities, and even ditch the stuff you need, all within Migration Wizard.

Simple & effective

In just a few clicks it will be possible to select what goes where, when it goes, and how.

Our developers took customer experience as a priority and ensured that you will be able to use the system to its fullest.

Good service first

Except producing great customer service, we always aim to develop our customer service.

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


Why you should use Help Desk Migration to switch from CustomerFirst to Helpy

Castle gates

Strong safety of your data

The migration is completed by the machine over a secure connection, and all your credentials will instantly be removed after you complete the data migration.

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Automatic data migration wizard

With Help Desk Migration it certainly is easy to transfer your customer care to a new helpdesk without involving the IT department

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Wizard window
Mapping fields window

Upper-level data mapping

Our system allows mapping standard and custom fields , thus letting you make sure that the records end up being in the right destinations in Helpy.

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Sustained connection between object and people

When migrating your records from CustomerFirst to Helpy 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 Helpy

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.

In what way does data migration from CustomerFirst to Helpy work

  • Get ready

    Sign up and go to our migration service.

  • Connect CustomerFirst

    Pick and link your CustomerFirst support desk with HDM.

  • Connect Helpy

    Grant the right to access your Helpy account.

  • Express your business needs

    Let us know what aspects of your migration you need to adjust

  • Have your preferences estimated

    We shall research your application and send you with a cost and a scope of tasks.

  • Migrate from CustomerFirst to Helpy all data

    Migrate all your customer service records in a single push.

Your data is in good hands

We take the privacy 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 happy customers

Migrate the records 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 pro run your Helpy import

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

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