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CustomerFirst to WalkMe
migration service

Trouble-free , no special expertise or programming required. A complete CustomerFirst to WalkMe data migration instrument.

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The best CustomerFirst to WalkMe tool made for you

There’s 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 simple steps.
Save on your time and money
Skip complex data audit and script development processes. Simply decide on the records you need to migrate and set off with the transition when comfortable.
Easy migration
No specific knowledge or skill required. Just pick what data will go to the target platform and see the miracle happening.
Data completion
Transfer your help desk records in full to make certain that no ticket has lost essential customer service information.
Automated tool

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

Link the platforms, choose records, click ok, and the migration is ready!

Data dependency

Your customer data migrates unite and we mean it.

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

Data protected

Your customer data is safe and sound with us. Not even all our staff members have access to your passwords or other information.

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

You’re in control

Take complete control of your customer data with our internal data mapper. Pick what goes where, set priorities, and even discard the things you don’t like, all within Migration Wizard.

Simple & effective

In only a few buttons to press it will be possible to choose the data arrangement, when it starts, and how.

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

Customer service as priority

As a migration service supplier, we work 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 enjoyable experience.


Why you should use Help Desk Migration to switch from CustomerFirst to WalkMe

Castle gates

Strong safety of your information

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

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Automatic data migration wizard

With Help Desk Migration it 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

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 WalkMe.

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When migrating your records from CustomerFirst to WalkMe 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 WalkMe

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 WalkMe work

  • Get ready

    Register and go to our migration wizard.

  • Connect CustomerFirst

    Opt and connect your CustomerFirst service desk with HDM.

  • Give the right to access your WalkMe account.

  • Clarify your needs

    Let us know what parts of your migration you need to fine-tune

  • Have your needs estimated

    We shall analyze your case and send you with a cost and a scope of tasks.

  • Migrate from CustomerFirst to WalkMe all data

    Migrate all your customer support records in a single push.

Your data is in good hands

We take the safety of your data seriously, so we utilize, as well as develop our own, best practices and approaches 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 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 an expert run your WalkMe import

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

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