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CustomerFirst to Outlook
migration service

Effortless , no special knowledge or programming required. A complete CustomerFirst to Outlook data migration tool.

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Your best tool for CustomerFirst to Outlook data migration

No need to create a script, nor do you need a programmer. Just perform your platform to platform switch in a couple of easy steps.
Save on resources
Skip complex data audit and tool development processes. Simply decide on the records you need to transfer and start the transition when comfortable.
Effortless migration
No special knowledge or skill required. Just select what data will go to the target platform and see the wonders happening.
Record completion
Migrate your help desk records in full to ensure that no ticket is missing vital customer support details.
Simple and easy procedure

You don’t have to bother about coding or constantly watch each record moved.

Just link your source and target, pick what you need to migrate and let the system do the rest for you.

Data dependency

Your customer info comes unite , you can take our word.

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

Data protected

Your customer data is behind impenetrable walls. Not even all our team members can see your credentials or records.

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

Record mapping

Choose data that will be migrated by using our pre-installed data viewer.

From contacts to tickets to help center articles, you will be able to pick anything you might ever need.

Simple & effective

In only a couple of buttons to press it will be possible to choose what goes where, when it goes, and in what order.

Our developers took user experience as a priority and ensured that it will be possible to use the system to its fullest.

Customer priority

As a migration service supplier, we aim to propose the most effective migration tool. Nevertheless, 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 switch from CustomerFirst to Outlook

Castle gates

Strong security of your information

The migration is carried out 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 customer 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 as well as custom fields , thus helping you to make sure that the data end up being in the right destinations in Outlook.

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When migrating your data from CustomerFirst to Outlook we preserve all connections between tickets and their respective contacts, attachments, etc., therefore retaining the history info.

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Relations illustration

What you may migrate from CustomerFirst to Outlook

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 Outlook work

  • Prepare

    Start off by setting up Agent profiles and all necessary custom fields in the new help desk. Now, get started on migrating your data from CustomerFirst to Outlook.

  • Connect CustomerFirst

    Complete the form with necessary credentials to make it possible for our data migration tool to access records from your current help desk.

  • Connect Outlook

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

  • Select objects

    Select the data you need to migrate and set the ticket fields mapping, so the records could be moved based upon your needs

  • Migrate small amount of data

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

  • Migrate to Outlook everything

    Once everything's validated, find a quiet time with the minimal load on the support staff and begin migrating from CustomerFirst to Outlook.

Your data is in good hands

We take the security of your data seriously, so we use, as well as develop our own, best practices and techniques 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 buyers

Migrate the data all by yourself

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

Let a professional run your Outlook import

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

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