Halo Service Solutions data import, export and merging

Easy Halo data import, export, and merge

Make Halo data import, export, and merge easy with Help Desk Migration. Our zero-code, automated tool moves your records whenever you need it — without interrupting your service desk workflow. No pauses, no hassle.

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Need to import your data to Halo? Move your Halo data wherever you need it. Help Desk Migration provides a smooth platform-to-Halo migration flow for help desks that connect directly with our tool and CSV-to-Halo imports for all other destinations.

Since Halo requires custom fields to be created first (in Custom Objects → Custom Fields) and you cannot later change their types, you should map source custom fields ahead of time. Use text fields or other field types sensibly if the source has complex relationships (e.g., contact in multiple companies) and map extra relations into custom fields or notes. This step is critical to avoid skipped/failed records because of missing or incompatible fields.

Yes, disable or pause approval processes and notifications during migration to prevent rules/automations from triggering on imported tickets (which can cause updates, email floods, or inconsistencies).

Run a Free Demo (sample of 20 records) via the Migration Wizard. After demo: review the import results (check migrated vs skipped vs failed). Verify that key records transferred: comments, attachments, agents, contacts, companies, and article statuses. If mapping needs correction, make the adjustments.

Planning to move data from Halo? Whether you’re switching to a new ITSM, consolidating records, or creating backups, our automated tool makes exporting easy. Choose Halo-to-platform or Halo-to-CSV workflows, depending on your source.

Yes, Help Desk Migration supports Halo→CSV and Halo→platform exports. For platform exports, pick the appropriate Halo-to-platform workflow in the Migration Wizard or use CSV export when required.

A: When exporting, the tool reads tickets of all ITIL types by default for Halo/CSV target flows (Incidents, Changes, Problems, Service Requests), provided the target supports them. Some target limitations may restrict Service Requests unless the target is Halo, ServiceNow or CSV. Important: If your source was a demo configured with “Demo with custom data,” and you export Service Requests, make sure full migration supports the same set or you might lose records.

Yes, the export reads fields from all ticket types (including non-ITIL types). For companies and sites: Halo has Sites under Companies; these include default and custom fields, and there may be parent-child relationships. Initially, verify if Site fields can be read in your Halo settings.

Got multiple Halo accounts? No more switching back and forth or copying data by hand. Use our automated tool to merge your accounts quickly and keep all your Halo data in one place.

Good merge planning includes:
  • Inventory of source accounts: users, agents, companies, sites, ticket types, attachments, custom fields, workflows.
  • Agree on canonical user/agent mappings (who becomes which user in target).
  • Understand how contacts belonging to multiple companies will be handled (Halo only allows one company per contact by default). Use duplicate records or custom fields if preserving multiple relationships.
  • Review and reconcile custom fields and ticket types across instances so the target has consistent schema.
  • Disable relevant automations/notifications in the target during merge to avoid triggering workflows on migrated records.

Yes, with careful mapping, the relationships will be preserved, including attachments, inline images, comments, side conversations (mapped to private notes), and ticket-group/agent assignments. However, check for version-specific constraints: e.g., self-hosted Halo might have slower migration speed or API bottlenecks.

No. Using strategies like Delta migration (capturing records created/updated after the main merge) and Interval migration (splitting migration into parts) allows live systems to continue operating while data is transferred.

Why import data to Halo with Help Desk Migration?

  • No downtime

    Continue helping your customers without pauses during your Halo migration. Help Desk Migration works behind the scenes, and options like Delta and Interval migration make the process more flexible.

  • Boosted efficiency

    Our zero-code Migration Wizard makes it easy to map fields, choose extra options, run unlimited Free Demos, and fine-tune settings to get perfect migration results — no technical skills needed.

  • Accurate ticket transfer

    The Migration Wizard moves tickets along with all related data, keeping the original structure intact on the target platform.

  • Wide data coverage

    Help Desk Migration handles everything from agent and customer data to tickets, attachments, images, call recordings, side conversations, knowledge base articles, default and custom fields, and more — all in one place.

  • Personalized support

    Our support team is ready to help via chat, email, or phone. Whether you have questions, need a tailored migration plan, or want us to handle the entire process, we’re here for you.

  • Careful migration planning

    Success starts with a plan. Whether importing to Halo, exporting from it, or merging accounts, our experts create a clear, safe migration roadmap to keep your Halo data transfer smooth and worry-free.

  • Flexible automation and customization

    Go beyond default workflows. Choose from multiple automated options or ask for custom features to fit your specific Halo data import needs.

  • Data security you can trust

    Our platform follows top security practices, meets all the required standards, enforces strict access controls, and respects data retention policies throughout your Halo migration.

How a UK-Based Legal Recruitment Company Migrated Relevant Data from ManageEngine to Halo with No Downtime

Fast, accurate ticket migration that transfers only relevant, business-critical data for clean and efficient support operations.

#legal-company #smb #manage-engine-to-halo

Challenges

  1. Help Desk Migration supported the customer in migrating critical support data from ManageEngine to Halo. The goal was to transfer only relevant tickets, contacts, and fields while excluding unnecessary data, ensuring continuity and operational efficiency.
  2. Needed to migrate only relevant support tickets and contacts from ManageEngine to Halo, excluding unnecessary data. Required custom field mapping across platforms, including “Mode,” “Impact Level,” and “Request Source,” to ensure accurate data migration.
  3. Ensuring proper alignment of multiple ticket types (Incident, Alert, Change Request, Equipment, Query, New Starter, Leaver, Task, Project) while maintaining historical ticket data.

Results

Help Desk Migration provided an intuitive Migration Wizard to configure field mapping, run unlimited free Demo Migrations, and validate data accuracy.

By selecting the built-in option “Migrate only related contacts,” the customer successfully migrated only the contacts associated with tickets, avoiding unnecessary data.

Custom fields were mapped precisely between platforms.

All in all, Halo migration went accurately, and the customer experienced a smooth, reliable transition with all expected data intact.

"The team were helpful and responsive throughout the process and worked with me to get the migration to be exactly as I needed it. The tool itself is very straightforward to use and having unlimited tests made me really confident that it was going to work as I needed it. When I did get to the migration, there had been some last minute changes requested on my end and it resulted in a pause on Saturday morning! Luckily I realised the issue and the team responded that day and resumed. Everything migrated as expected and we're happy!"

Brett Cahill
IT Manager at Clayton Legal

Brett Cahill

Automated Halo data migration timeline

Help Desk Migration
1

Connect your Source and Target

Link both your data source and destination. Whether it’s Halo ITSM or Halo PSA data migration, you’ll need the Authorization Server, Client ID, and Client Secret to connect your Halo account to the Migration Wizard.

2

Match and map your data

Map your agents, customers, incidents, requests, problems, changes, knowledge base content, and related fields. You can also choose extra automated options to migrate more data types or skip certain data.

3

Run a Free Demo

Try a test run before you commit. The Migration Wizard moves 20 sample records and gives you a detailed report of the results.

4

Review your demo results

Look over your Free Demo report. If some records didn’t transfer properly, adjust your settings in the mapping step and run the demo again. You can repeat this as many times as you like — for free.

5

Start the Full Migration

When your demo shows a 100% success rate, you’re ready for the full Halo data import. You can start it right away or schedule it during low or off-hours to avoid disrupting your support workflow.

Help Desk Migration — a number one importing tool for top companies worldwide

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Streamline your Halo data import, export, or merge with additional options

Skip attachments

If attachments aren’t essential for your migration, leave them out to speed up the process. Choose to skip all attachments or only those last updated more than 6, 12, or 24 months ago. This option gives you control to migrate only the files you really need.

How it works

Migrate inline images as attachments

Tickets and requests often contain images like screenshots, photos, or diagrams embedded directly within them. Our automated Halo migration tool preserves these visuals by moving them as attachments, ensuring no important information is lost during your Halo data import.

How it works

Migrate side conversations

Zendesk’s side conversations often include key details from discussions around support tickets. You can move this valuable collaboration data to Halo, turning it into private notes linked to the related incidents. This way, your team will stay informed and maintain context after the Halo data import.

How it works

Transfer call recordings

If you’re bringing call center data from Zendesk to Halo, your phone call recordings can move too. These audio files will be attached to the corresponding incidents in Halo, keeping your complete communication history intact during your Halo data import.

How it works

Select tickets for Demo

Beyond the unlimited Free Demo, use the Custom Demo option to test specific tickets before migrating. Simply choose a few tickets, run the demo, and check how they transfer. This feature lets you focus on the critical data upfront.

How it works

Select knowledge base articles for Demo

You can also run the Custom Demo specifically for knowledge base content. Choose specific article IDs within the Migration Wizard to test a targeted sample. This ensures your key documentation migrates exactly as expected.

How it works

Migrate the newest records first

Prioritize the migration of your most recent records to let your team start working with them right away. Whether moving to or from Halo, this option ensures the latest tickets, updates, and data arrive in your target system first.

How it works

Migrate only ticket-related records

If you don’t need to transfer all your customer data, choose to migrate only the information tied directly to your tickets. By excluding unnecessary records, this option can greatly speed up migration. Contact us to see if it’s available for your migration.

Migrate content translations

Teams with global customers can transfer content translations in their knowledge bases with ease. This feature keeps your multilingual materials intact, removing the need for manual translation updates after migration.

How it works

Add tags to newly migrated tickets

During the migration, Help Desk Migration can automatically attach predefined tags to every ticket imported into Halo. If you add the tag migrated-from-[old-platform], all imported tickets will carry this tag so your team immediately knows these records came from the old system. After migration, your team can validate the imported tickets without mixing them with new, incoming ones.

How it works

Update cross-links between articles

When your knowledge base moves to Halo, article IDs and URLs change. Without updating links, internal “See also” or “Related article” references would break. Help Desk Migration detects article URLs or links inside your knowledge base content and updates them so they point to the correct new Halo article locations.

How it works

Special features to keep you active as you import data to Halo

Use Delta migration

The Delta migration runs after the Full Migration completes to capture any new or updated records created while it was underway. Your team can keep working with live data without manual data transfers or downtime.

Use Interval migration

Break your migration into up to five separate parts and schedule each to run at a convenient time. With this strategy, you can continue working as usual during business hours, running migration tasks during off-hours or over weekends.

Customize your migration

If your needs go beyond the default automated Halo migration setup, we offer customization for your Halo data import. This can include custom data filtering, mapping, or migration from connected apps. Run a Free Demo an our team to discuss your specific needs.

Migration Guide

Halo Service Solutions Migration Guide

Here, we’ve gathered all the essential questions and helpful tips to guide you through your Halo data migration. Follow this step-by-step guide to ensure an accurate, secure, and hassle-free transfer of your customer service data.

Halo Migration Guide

What is the cost of Halo data transfer?

Help Desk Migration makes budgeting easy with its clear and straightforward pricing structure.

The cost of your Halo import depends on a few key factors:

  • The number of records
  • The complexity of your data
  • Any extra features you choose

You’ll see the exact cost upfront as soon as you run a Free Demo.

Pricing Information

Halo ITSM News & Help Desk Migration Updates

Halo has made multiple improvements serving to greater flexibility and higher efficiency of ITSM and ESM operations.

Self-Service Portal has been improved radically: the service presented a brand-new configuration with default column views, integrated 3 new widgets and updated how asset and custom field data are shown.

Now, Halo includes functionality for daily, weekly, and monthly forecast generation and report creation.

The Change Enablement feature in Halo introduced Maintenance Windows. This built-in functionality assists teams in managing their maintenance. Windows can be defined selectively per asset or site, or globally. Configuration items automatically fall within active windows. Maintenance settings can be inherited from parent applications.

AI generated summary helps prevent duplicate submissions by warning authors about existence of a similar article. Besides, AI connects assets to matching tickets according to a minimum vector score.

Halo ITSM Migration News

When it comes to Halo migration, we have recently integrated the Internal Memo’s and Resolution fields’ support for migration. Internal Memo field is used for communications that should only be visible to internal staff. Thus, now it’s possible to migrate this internal data from, for example, Zendesk’s internal notes to Halo ITSM Internal Memo.

Changes, Problems, and their related Tasks are now fully supported during Halo migrations, ensuring complete transfer of your ITSM records.

Help Desk Migration

Move your Halo data quickly and hassle-free — anytime you need it!

Whether importing to Halo, exporting from Halo, or merging accounts, Help Desk Migration makes the process simple and smooth.

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