How to check the result of Demo Migration in Freshservice

Once the Demo Migration to Freshservice is completed, you will see a table summary with a number of records that were transitioned, including the downloadable CSV reports and the ‘View 20 records’ button. As you may already know, during the demo a test portion of data is transferred to a new help desk. The above-mentioned reports contain the record IDs to ease the process of checking the demo results.

how to check the results of demo migration in freshservice

Click the ‘Download report’ to open a list of record IDs in the source database and respective new IDs in Freshservice. Try to locate and examine each record. The report should look like this:

contact report freshservice

To make sure that after the Full Data Migration everything will be in place and the way you want it to be, take the time to thoroughly examine the IDs from each ticket. To do so, click on the ‘View 20 records’ button and check if the Type, Source, Status, Priority, Custom Fields, Requester, Agent, Tags migrated correctly. Repeat the same process for Knowledge Base articles.

tickets report freshservice demo results

Additionally, if you’re migrating to the Knowledge Base check the statuses of articles and their location. If you’ve checked everything thoroughly and completely satisfied with the result of Demo Migration, initiate the Full Data Migration.

Note that the tickets migrated during the demo will be removed from Freshservice automatically to prevent any duplicates on your future helpdesk.

Keep in mind that you’ll get to download the similar reports after the Full Data Migration to make the whole process of post-examination easier. Make sure you repeat the same steps, so you’ll be able to enjoy Freshservice to the fullest.

If any questions or problems appear, contact our friendly support team for a solution.

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