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
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 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.
Frequently Asked Questions
Freshdesk offers in-built options to import contacts and companies in a CSV file. You can just transfer names, email addresses, and phone numbers. However, you need to have at least ten tickets to import contact. If you want to import all data, use a third-party app, like Help Desk Migration.
The Freshdesk team can help you import your existing solutions into Freshdesk. First, you need to move the articles from the current knowledge base into CSV. Then reach out to support@freshdesk.com to send them files, and they will proceed with the migration. If you want to spend less time and effort on knowledge base migration, seek an automated data migration tool.
You need to go to Admin. Then clicks on Account and proceed to Account Details. After that, press on Export data. On a new page, click on the Export button to retrieve data. This way, you get your customer data in XML format sent to your registered agent email. Pick up a third-party app if you want to export data directly to a new help desk system.
It’s the process of exporting customer data from one help desk to another. You can also migrate data to one supported file like CSV, XML, or JSON. Depending on the help desk functionality, you can directly transfer help desk records to a specific help desk. Or you export customer data via a third-party app.
