Platforms FAQs

Autotask Data Migration Guides

How to Create an API User in Autotask PSA? To run an Autotask data migration, you need to create an API user in Autotask PSA with a corresponding security level. Below are the steps to create a security level for an API u...

Awesome Support Migration Guides

How to create an API password in Awesome Support? To create an API password in Awesome Support, follow these steps:Note: API passwords can be revoked once the migration is complete. However, don't do this if the migrat...

Cayzu Migration Guides

How to Connect Cayzu to Migration Wizard? Note: Before you connect Cayzu to the Migration Wizard, please ensure that you have an active account with administrative privileges. This will enable you to make the necessary conf...

ConnectWise Migration Guides

ConnectWise Migration: Board Types, Board SubTypes, Board Items transfer by defaultThe Help Desk Migration team recently added the ConnectWise Board Types, Board SubTypes, and Board Items to a default migration workfl...

CSV Migration Guides

How to migrate your help desk data to CSV? To migrate your help desk data to CSV using Help Desk Migration, follow these steps:1. Sign in to your Help Desk Migration account.2...

Database Migration Guides

How to migrate data to and from a database? With Help Desk Migration you can:export help desk data to a database import your database to a help deskCurrently, our Migration Wizard supports the following da...

Deskpro Migration Guides

How to generate a Deskpro API key? To setup a migration from/to Deskpro you will need an API key. Follow this path to generate it:1...

Dixa Migration Guides

How to Generate API Token in Dixa? To generate an API token in Dixa, follow these steps:1. Go to Settings and select Integrations and API tokens from the menu.2...

FreeScout Migration Guides

How to get FreeScout API key? To migrate from or to FreeScout you need to have the API & Webhooks Module installed. This module is necessary as it enables the API capabilities of FreeScout...

Freshchat Migration Guides

How to Connect Freshchat to Migration Wizard? To import data to Freshchat, connect with the Migration Wizard. Follow these steps to generate an API Token:1...

Freshdesk Migration Guides

How to get Freshdesk API key? Note that API integrations are not available on Sprout. If you have Blossom and above, email Freshworks team to get your API activated...

Freshservice Migration Guides

How to disable email notifications in Freshservice? When configuring your email workflow in Freshservice you can enable automatic notifications so that your customers would get notified that their ticket was created, or age...

Front Migration Guides

How to generate an API token in Front? To set up the migration to or from Front, you need to get an API token. Follow these steps to find your API token:1...

Gmail Migration Guides

How to grant Help Desk Migration service access to G Suite account? Help Desk Migration has received official verification from Google. You won't have to worry about any additional setups...

Gorgias Migration Guides

How to check the result of Demo Migration for Gorgias? Once your Gorgias Demo Migration is complete, the Migration Wizard shows a summary table with the reports for migrated, skipped, or failed records. Plus, you can also s...

Groove Migration Guides

How can I find API Token in GrooveHQ? When setting up migration on our website, you have to provide an API Token from your account. First of all, you must have admin rights to access the token...

Halo ITSM Migration Guides

How to generate client secret and client ID in Halo ITSM? To facilitate a smooth data migration from or to Halo ITSM, you require Authorisation Server, Tenant, Client Id, and Client Secret. This way, you can connect your Ha...

Halo PSA Migration Guides

How to switch off Approval Process in Halo PSA? To seamlessly import data to Halo PSA, it is crucial to disable the Approval Process. This will guarantee that your ticket statuses, such as "Open" or "Closed," get accurately...

Halo ServiceDesk Migration Guides

How to turn off Approval Process in Halo Service Desk? For a smooth transition to Halo ServiceDesk, it is essential to deactivate the Approval Process. This ensures that your ticket statuses, such as "Open" or "Closed," are...

HappyFox Migration Guides

How to generate HappyFox API key and Auth code? To generate an API key and authentication code in HappyFox:1. Sign in to your HappyFox account and go to Apps, then Goodies, then API and click Enable.2...

Help Scout Migration Guides

How to gain access to all mailboxes in Help Scout? Before importing your data to Help Scout via the Migration Wizard tool, you’d need to check two following things:Make sure that you are either an Administrator or...

Helpshift Migration Guides

How to find your Helpshift API token?1. Log into your Helpshift account.2. Navigate to Settings > APIs...

HelpSpot Migration Guides

How to enable the Public API in HelpSpot? To migrate your knowledge base records, you’ll need to enable the Public API in HelpSpot. You should turn on this option before setting up the Demo Migration...

HubSpot Service Hub Migration Guides

How to disable automatic association of contacts and companies in HubSpot Service Hub? If you have the Automatically create and associate companies with contacts setting enabled, HubSpot will check domains of contacts' emai...

Intercom Migration Guides

How to connect Intercom to Migration Wizard? The process of connecting your Intercom account with the Migration Wizard is pretty straightforward. All you have to do is:1) Pick Intercom as either your source or target p...

Ivanti Migration Guides

How to find Client ID in Ivanti? To establish the connection between our service and Cherwell required for data migration, you need to provide the necessary credentials. These credentials include Client ID...

Jira Service Management Migration Guides

How to Migrate Classic to Next-Gen project in Jira Service Management? Jira Service Management introduced Next-Gen projects, but they don't support direct import of JSON or CSV files. Help Desk Migration can only migrate re...

Jitbit HelpDesk Migration Guides

How to disable email notifications in JitBit? To disable email notifications in JitBit, follow these steps:1. Open your JitBit account...

Kayako Classic Migration Guides

Where can I get Kayako Classic API Key? Unlike the Kayako Staff API, the REST API does not need a staff user account to authenticate. The REST API uses the API key and a secret key- this type of connection has access to all...

Kayako Migration Guides

How do I find closed conversations in Kayako? To find closed tickets in your Kayako, simply input in:conversations (status:closed) in the search bar. Kayako will then generate a preview...

Kustomer Migration Guides

How to create an API key in Kustomer? When setting up your migration from or to Kustomer, you will have to create and provide an API key. Here’s how you can do it:Step 1...

Lansweeper Migration Guides

How to Create a Data Backup in Lansweeper to Migrate Your Data? To migrate data from Lansweeper using the Migration Wizard, you need to follow these steps to back up your database:1. If you don't already have Microsoft...

LiveAgent Migration Guides

Where to find LiveAgent API key? To migrate from LiveAgent you need to have the following:URL of your company's LiveAgent account; API v1 key and API v3 key from your LiveAgent accountLocating the LiveA...

LiveChat Migration Guides

How to find LiveChat API key? In the past, you needed an LiveChat API access token to connect your account with a third-party app like Help Desk Migration service. But, right now, you need to use open Authorization (OAuth)......

OTRS Migration Guides

How to find database name in OTRS? To set up a migration from OTRS, you need to provide the name of the database where OTRS is stored. There are two ways for finding out the name of the database in OTRS...

Outlook Migration Guides

How do I export contacts from Outlook 2007 to CSV? To export contacts from Outlook 2007 to CSV follow these steps:1) In Outlook 2007, cliсk on File>Import and Export:2) Select Import to a file and click Ne...

Salesforce Service Cloud Migration Guides

How to disable notifications in Salesforce Service Cloud? Workflow automation rules help to get a lot of mundane, manual work out of the way. However, when you’re migrating to Salesforce Service Cloud you need to delete all...

ServiceDesk Plus Migration Guides

How to generate an API token in ServiceDesk Plus? To connect your ServiceDesk Plus to the Migration Wizard tool, you’ll have to know your URL and API Key. Here is a guide on how to generate an API token for your ServiceDesk...

ServiceNow Migration Guides

How to activate Help Desk Migration app in ServiceNow? To migrate to ServiceNow using the Help Desk Migration app, check the settings first. If you haven’t chosen the application scope, you can’t proceed with the migration...

SherpaDesk Migration Guides

How to find your API key in SherpaDesk? To set up your data migration using our Migration Wizard, you will need an API key. Log into your SherpaDesk account and click on My Profile...

SolarWinds Service Desk Migration Guides

How to setup token authentication on SolarWinds Service Desk? Note: SolarWinds acquired Samanage and now the latter is named Solarwinds Service Desk. You can still migrate your data following the below steps...

Spiceworks Cloud Migration Guides

How to Import a JSON File into Spiceworks Cloud? Once the Data Migration to Spiceworks Cloud is complete, download an archive with import.json file. Upload this JSON file into your Spiceworks account to finish up the data m...

SuperOps Migration Guides

How to disable Priority Matrix in SuperOps? To maintain the priorities as they were in the source platform, follow these steps to disable the Priority Matrix in your SuperOps account: 1. Log in to your SuperOps account....

SupportBee Migration Guides

Where can I find an API token in SupportBee?1) Login to your SupportBee account.2) Click on the profile picture and click on API token:3) Copy the API token and paste it into the Migration Wizard.

Syncro Migration Guides

How to Generate Syncro API Token? To migrate from or to Syncro, you need to generate an API Token. This information is needed to establish a secure connection between your Syncro account and Migration Wizard...

TeamSupport Migration Guides

How to generate TeamSupport API token? Accessing the Team Support API Token is quick and easy. Just follow these steps: 1...

Teamwork Desk Migration Guides

How can I find API key in TeamWork Desk? Ensure that you're working in the right system. When you log into TeamWork it automatically opens the Dashboard...

TOPdesk Migration Guides

How to connect the TOPdesk with Migration WizardTo migrate from TOPdesk, provide the following access credentials to connect it to the Migration Wizard:URL of your TOPdesk account Username Application pas...

Trengo Migration Guides

How to Disable Rules in Trengo? Be sure to disable all rules in Trengo before starting the migration because not doing so can cause the following issues:Ticket statuses might change during the migration. Your custo...

Vivantio Migration Guides

How to Connect Vivantio to Migration Wizard? To facilitate the migration from or to Vivantio, it is essential to connect your account to our Migration Wizard. This step requires you to fill in the URL, username, and passwor...

Wix Answers Migration Guides

How to Find Wix Answers API Key ID and Secret? When migrating from Wix Answers, you need to collect the needed access credentials. The list includes:URL: the URL of your Wix Answers account Key ID: KeyID to your W...

Zendesk Migration Guides

How to Connect Zendesk to Migration Wizard? Help Desk Migration Service uses Zendesk API to perform a data transfer. This way we automatically bypass automations like triggers and email notifications...

Zoho Desk Migration Guides

Migrating from Zoho Desk via Migration Wizard? To migrate from or to Zoho Desk you need to sign in to your account:1. After you've chosen Zoho Desk from the list, click on the Sign in with Zoho button:2......
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