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CustomerFirst to Twilio Flex
migration service

Trouble-free , no special knowledge or programming required. A complete CustomerFirst to Twilio Flex data migration instrument.

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The best CustomerFirst to Twilio Flex tool made for you

There’s no need to create a script, nor do you need a developer. Just set up your platform to platform switch in a couple of simple steps.
Save on your time and money
Skip complex data audit and script development processes. Simply choose the records you need to move and set off with the transition right away.
Effortless migration
No special knowledge or skill required. Just pick what data will go to the target system and see the magic happening.
Data completion
Migrate your help desk records in full to make sure that no ticket has lost vital customer service information.
Automated tool

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

Link the platforms, choose records, click ok, and you’re done!

Data dependency

Your customer data migrates unite and we mean it.

Every email, every ticket, and every customer profile will reach the target complete with its attachments, contact connections, and interaction archive.

Data protected

Your customer data 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 data breaches are possible.

Record mapping

Select information that will be migrated by using our built-in data viewer.

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

Guided migration

If you are new to data migrations, worry not. Useful and insightful on-screen prompts will help you migrate your information accurately.

There’s no need to concern that you’ll be overwhelmed with terms and tech jargon.

Customer service as priority

As a migration service supplier, we work to propose the best possible migration tool. Nevertheless, our priority is customer support quality.

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


Why you should use Help Desk Migration to switch from CustomerFirst to Twilio Flex

Castle gates

Strong security of your information

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

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Automatic data migration wizard

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

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Wizard window
Mapping fields window

Excellent data mapping

Our system allows mapping standard as well as custom fields , thus helping you to be sure that the data end up in the right places in Twilio Flex.

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When migrating your records from CustomerFirst to Twilio Flex 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 Twilio Flex

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 Twilio Flex work

  • Get ready

    Register and go to our migration software.

  • Connect CustomerFirst

    Opt and connect your CustomerFirst service desk with HDM.

  • Connect Twilio Flex

    Give access to your Twilio Flex account.

  • Clarify your needs

    Let us understand precisely what elements of your migration you need to adjust

  • Get your requirements estimated

    We'll investigate your application and get back to you with a total price and a scope of work.

  • Migrate from CustomerFirst to Twilio Flex all data

    Transfer all your customer support information in a single push.

Your data is in good hands

We take the safety 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 happy buyers

Migrate the records 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 an expert run your Twilio Flex import

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

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