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How Does Help Desk Migration Move Agents?

The Help Desk Migration service has an agent matching feature. Using it, you can easily re-assign tickets between agents. For instance, if you had a retired agent on the source help desk, you can choose which target agent to assign their tickets to.

Match Items Freshservice Zendesk

To match agent emails, press the "Match items"  next to Agents.

Match Agents

You may also use the "Add the same staff on [target]" to create users that are missing on the target help desk and match their emails. If you don't see this button, this means that the target help desk does not offer a method to create agents over the API. In this case, you need to set up agent profiles by hand.

Match Agents Freshservice Zendesk

Certain help desk tools, like Zendesk, have roles with limited permissions. The Migration Wizard does not pull up those agents. Only agents with full profiles are available for matching and migration.

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