Freshdesk to Freshdesk Migration — Everything You Need To Know

For all intents and purposes, Freshdesk is a powerful help desk solution that encompasses everything you might ever need from such a tool in a nicely presented package. However, there is one caveat that cannot be ignored. There is no out of the box option for migrating data between Freshdesk accounts.

You’ve heard us right, despite Freshdesk being powerful and versatile, the company does not provide a way to move your data from the account to another. Technically, they are limited in this regard and moving data from one server to another is practically impossible. This is exactly where our services come into play.

Migrate With Us

As we already mentioned, Freshdesk cannot move your data but thankfully, we can. By using our services, you can easily transfer the following type of data. Keep in mind that the list isn’t complete and is subject to change as more functionality is being added.

  • Tickets
  • Contacts
  • Organizations
  • Agent Data
  • Groups
  • Attachments
  • Public and private notes
  • Tags and custom fields
We also can move your Knowledge Base items but there is a small limitation. We cannot move files that are attached to unpublished articles. The reason is also quite simple, all attachments that are published, are hosted on the AWS server. Freshdesk’s API allows us to access only published info, meaning that draft articles (with attachments) that aren’t posted cannot be accessed and retrieved via the API. Outside of this, all your posted articles, alongside with attachments will be moved to the new place in no time.

Special Requirements To Follow

Before you start your migration process, there are a few things you need to take care of for things to work correctly. First off, you need to access your target account and turn off notifications. The option is hidden under the Admin panel and is called Email Notifications. Once you are there, just hit all the green sliders till they turn grey. If you have trouble finding it or doing it, please refer to this guide.

Another thing you have to do before you start the process is to create custom fields in the target platform. The reason why you want to do this is that without them, certain information will not be moved. Keep in mind that the fields themselves have to be of the same type, in other words, if the source platform has a field with text information, then the target platform should have text as well.

Another thing to keep in mind is that on Freshdesk, we create agents automatically. If you have trouble with accounts, it is best that you contact us and outline the details so we could troubleshoot them accordingly.

Why Work With Us?

There are many reasons why you should work with us. However, the most notable one is the fact that we are an official Freshworks partner. That is right, we’ve teamed up with the company so that you can get the best quality possible. Secondly, the whole migration process is extremely simple and fully automated (outside of the few special cases where your input is required). Lastly, we can customize your migration process so that you don’t have to waste your time or worse yet, hire someone to do it for you. If you have any questions, feel free to leave us a message, our expert will get in touch with you in no time.

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