How to check the result of Demo Migration in Freshdesk

Once your trial migration to Freshdesk is complete, you will see a table with the test portion of migrated data. That data is sectioned according to the type, each with its own downloadable CSV report. The tickets and Knowledge Base articles however have a unique ‘View 20 records’ button. These reports are meant to ease the process of checking demo results as they contain the exact IDs of transferred entities.

how to check the results of demo migration in freshdesk

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

freshdesk contact report

Every ID is linked to the corresponding record in your source help desk and Freshdesk. Using this list you can easily go through all the migrated data and check if it's correct.

To examine the tickets, click on the ‘View 20 records’ button. This will open another list with IDs that are fully clickable. Go through each ticket and check if everything along with Type, Status, Priority, Source and Custom Fields, Requester, Agent, and Tags. If you are moving your Knowledge Base, make sure if all the articles have correct statuses. Then, check the rest of the data. We highly recommend checking all reports and paying special attention to all 20 Tickets to see if the data migrated properly. Proper examination is the only key to successful Full Data Migration.
freshdesk ticket report after demo
Once you've reassured that the test portion of data transferred as you wanted it to, feel free to initiate the Full Data Migration.

Note that you don't need to manually delete tickets from Freshdesk before starting the Full Migration. Our service will automatically remove them to avoid any duplicates on the help desk.

Similar reports will also appear after the Full Data Migration, so make sure you make full use of them.

If you have trouble checking the results, reach out to our support team.

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