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CustomerFirst to Relay
migration service

Smooth , no special knowledge or coding required. A complete CustomerFirst to Relay data migration tool.

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Your best tool for CustomerFirst to Relay data migration

No need to create a script, nor do you need a programming team. Just set up your platform to platform migration in a couple of simple steps.
Save on resources
Skip the platform analysis and tool development processes. Just decide on what data you need to transfer and set off with the transition immediately.
Simple migration
No tech knowledge or skill needed. Just select what data will go to the new platform and enjoy the wonders happening.
Record completion
Move your help desk data in full to make certain that no ticket has lost vital customer service information.
Automated migration

Afraid that you’ll need advanced skills to move your info? Don’t be as we made sure that our tool interface is as easy to use as possible.

Attach the platforms, choose data, click ok, and the migration is ready!

Data dependency

Your information migrates complete and we mean it.

Every email, every ticket, and every little bit of info will reach the target complete with its attachments, contact connections, and interaction archive.

Data protected

Your information is safe and sound with us. Not even all our team members have access to your credentials or other information.

You can be certain with HDM no hacker attacks are possible.

Record mapping

Pick data that will be moved by using our built-in data viewer.

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

Guided migration

If you are new to data migrations, there’s no need to be concerned. Useful and simplified on-screen prompts will help you move your information accurately.

There’s no need to concern that you’ll be overwhelmed with a whole dictionary in tech jargon.

Customer priority

As a migration service provider, we aim to propose the best possible migration tool. However, our priority is customer support quality.

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


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

Castle gates

Strong privacy of your data

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 really is easy to migrate 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 make sure that the records end up in the right places in Relay.

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Retained relation between object and people

When migrating your data from CustomerFirst to Relay 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 Relay

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 Relay work

  • Prepare

    Sign up and go to our migration tool.

  • Connect CustomerFirst

    Pick and connect your CustomerFirst service desk with HDM.

  • Connect Relay

    Give access to your Relay account.

  • Clarify your business needs

    Let us know exactly what aspects of your migration you wish to modify

  • Get your requirements estimated

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

  • Migrate from CustomerFirst to Relay all data

    Move all your customer service information in a single push.

Your data is in good hands

We take the protection of your data seriously, so we use, 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 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 Relay 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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