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HarmonyPSA to Planio
migration service

Smooth , no special know how or programming required. A complete HarmonyPSA to Planio data migration instrument.

More details

Your best tool for HarmonyPSA to Planio data migration

No need to write a code, nor do you need a programming team. Just set up your platform to platform migration in a couple of easy steps.
Save on resources
Avoid complex data audit and script development processes. Just decide on the records you need to migrate and start the transition when comfortable.
Effortless transition process
No special expertise required. Just pick what data will go to the new platform and see the miracle happening.
Record structure maintenance
Migrate your help desk data in full to make certain that no ticket has lost critical customer support information.
Automated migration

Afraid that you’ll have to use advanced skills to move your customer service data? Don’t be as we made sure that our tool simple to use as possible.

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

Intact connections

Starting from the ticket requester to every comment author, your entire database will keep their previous connections untouched.

You don’t have to worry that some data will be lost and service quality will degrade. Everything will arrive how you expected.

Data safety is priority

Information is everything which is why we created a method that will keep your information untouched.

Neither hackers will have access to your accounts nor physical disasters will affect your data in any way.

You’re in charge

Manage your customer data with our in-app data mapper. Choose what goes where, set priorities, and even discard the stuff you need, all with our Migration Wizard.

Guided migration

If this is your first migration, worry not. Useful and insightful on-screen instructions will help you set up an accurate data import.

There’s no need to concern that you’ll be confused with a whole dictionary in tech jargon.

Customer service first

Except producing great customer service, we always strive to improve our customer service.

As a company, we want you to have the friendly and helpful service, which is why we are always putting so much effort to improve the general experience.


Reasons to use Help Desk Migration to migrate data from HarmonyPSA to Planio

Castle gates

Strong security of your data

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

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Intuitive data migration wizard

With Help Desk Migration it really is simple to migrate your customer care to a new helpdesk without involving the IT department

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Wizard window
Mapping fields window

Exceptional data mapping

Our service allows mapping standard and custom fields , thus helping you to be sure that the records end up being in the right places in Planio.

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When migrating your data from HarmonyPSA to Planio we keep all connections between tickets and their corresponding contacts, attachments, etc., thus retaining the history info.

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Relations illustration

What you may migrate from HarmonyPSA to Planio

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.

How does data migration from HarmonyPSA to Planio work

  • Prepare

    Sign up and go to our migration wizard.

  • Connect HarmonyPSA

    Pick and link your HarmonyPSA service desk with HDM.

  • Connect Planio

    Grant the right to access your Planio account.

  • Clarify your business needs

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

  • Have your preferences estimated

    We will investigate your application and get back to you with a price and a scope of tasks.

  • Migrate from HarmonyPSA to Planio all data

    Move all your customer service information in a single push.

Your data is in good hands

We take the protection of your data seriously, so we apply, 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 satisfied customers

Migrate the data by yourself

See for yourself that moving from one help desk to another is simple even if you're not computer savvy.
Start an automated migration

Let a specialist perform your Planio import

Our staff would be more than happy to perform a personalized migration if you have special demands.
Get a price estimation

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