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CustomerFirst to Podium
migration service

Effortless , no special knowledge or programming required. A complete CustomerFirst to Podium data migration software.

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Your best tool for CustomerFirst to Podium data migration

No need to create a script, nor do you need a programming team. Just set up your platform to platform switch in a couple of easy steps.
Save on resources
Skip complex data audit and code development processes. Simply decide on what data you need to move and start the transition immediately.
Easy migration
No specific knowledge or skill required. Just choose what data will go to the target platform and enjoy the magic happening.
Record completion
Transfer your help desk records in full to make certain that no ticket has lost vital customer support information.
Easy process

You don’t have to bother about scripting or continuously control each record transferred.

Just link both platforms, pick what you want to migrate and let the Migration Wizard do the remainder.

Preserved connections

From sender information to phone number connection, all you records will keep their initial connections maintained.

You don’t have to worry that a part of the records will be lost and service quality will degrade. Everything will be waiting for you where you left it.

Security is paramount

Information is everything which is why we designed a method that will keep your customer records intact.

Neither hackers will have access to your accounts nor physical disasters will affect your records anyhow.

Record mapping

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

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

Guided migration

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

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

Good service first

Outside of providing great customer service, we always strive to improve our customer service.

As a team, we want you to experience friendly and helpful service, which is why we are continuously making great strides to increase the core experience.


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

Castle gates

Strong safety of your information

The migration is carried out over a secure connection, and all your credentials will immediately be removed after you complete the data migration.

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Intuitive data migration wizard

With Help Desk Migration it's easy to migrate your customer support 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 ensure that the data end up being in the right places in Podium.

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Sustained association between object and people

When migrating your data from CustomerFirst to Podium we preserve all connections 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 Podium

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 Podium work

  • Prepare

    Register and go to our migration software.

  • Connect CustomerFirst

    Choose and link your CustomerFirst service desk with HDM.

  • Connect Podium

    Grant access to your Podium account.

  • Express your needs

    Let us know what parts of your migration you wish to adjust

  • Have your needs estimated

    We will research your application and get back to you with a price range and a scope of work.

  • Migrate from CustomerFirst to Podium everything

    Move 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 use, as well as develop our own, best practices and techniques 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 buyers

Migrate the data all by yourself

See on your own 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 Podium import

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

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