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CustomerFirst to SherpaDesk
migration service

Effortless , no special expertise or coding required. A complete CustomerFirst to SherpaDesk data migration software.

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Your best tool for CustomerFirst to SherpaDesk 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 simple steps.
Save on resources
Skip the platform analysis and code development processes. Simply decide on the records you need to transfer and set off with the transition right away.
Easy migration
No specific knowledge or skill needed. Just choose what data will go to the target platform and see the wonders happening.
Record completion
Transfer your help desk info in full to ensure that no ticket is missing essential customer service details.
Automated migration

Worried that you’ll need special skills to migrate your info? Worry not as we ensured that our tool interface simple to use as possible.

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

Data dependency

Your information comes unite and we mean it.

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

Data protected

Your information is behind impenetrable walls. Not even all our staff members have see your passwords or other information.

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

Record mapping

Choose records that will be migrated by using our built-in data viewer.

From contacts to tickets to help center solutions, it will be possible to select anything you might ever need.

Simple & effective

In just a couple of buttons to press it will be possible to choose the data arrangement, when it starts, and how.

Our developers took user experience as an essential factor and made sure that it will be possible to use the system to its fullest.

Customer priority

As a migration service provider, we strive to offer the best possible migration tool. Nevertheless, our prime concern is customer support quality.

Proven 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 SherpaDesk

Castle gates

Strong safety of your records

The migration is completed by the machine 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 and even custom fields , thus letting you ensure that the data end up in the right destinations in SherpaDesk.

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Sustained connectivity between object and people

When migrating your data from CustomerFirst to SherpaDesk we maintain all relations 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 SherpaDesk

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 SherpaDesk work

  • Prepare

    Start with setting up Agent profiles and all essential custom fields in the new help desk. Now, get started on migrating your data from CustomerFirst to SherpaDesk.

  • Connect CustomerFirst

    Complete the form with required credentials to permit our data migration tool to access information from your current help desk.

  • Connect SherpaDesk

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

  • Choose objects

    Choose the data you need to migrate and set the ticket fields mapping, so the records could be moved according to your preferences

  • Migrate small amount of data

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

  • Migrate to SherpaDesk everything

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

Your data is in good hands

We take the security of your data seriously, so we utilize, as well as develop our own, best practices and methods 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 clients

Migrate the data automatically

See on your own that switching from one help desk to another is easy even if you're not computer savvy.
Start an automated migration

Let a professional run your SherpaDesk import

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

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