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How do I check the result of the Free Demo Migration?

So, your Demo Migration is complete and now you're wondering how you can check its outcome.

As much as we would love to provide a general guide, each platform has something special about it. To learn how to check the result of the demo migration for your platform, follow one of the links below:
CSV
Freshdesk
Freshservice
Gorgias
Help Scout
HubSpot Service Hub
Intercom
Jira Service Desk
Kayako
Re:amaze
Salesforce Service Cloud
Zendesk
Zoho Desk

In this article, we will try to cover the general rules for checking your demo migration results. So, if your help desk is not listed above, keep reading.

General pieces of advice:

Regardless of the platform, the pattern for checking your demo migration result is similar. Once the preview is complete, you will see the following summary:

Click on “View 20 records” to see which tickets where migrated:

You will then see the IDs of those tickets in your source and target help desk systems:

All IDs are clickable and will take you to either source or target helpdesk, depending on which ID you click. Go through each ticket and make sure that the following data migrated correctly:

  • Tickets (Type, Source, Status, Priority, Custom Fields);
  • Requester;
  • Agent;
  • Tags;
  • Statuses of Knowledge base articles (in case you’re migrating a Knowledge Base).

If you’re happy with the outcome of the trial import, launch the Full Data Migration.

Important! Make sure you’ve carefully checked all the migrated data and its interrelations. Proceed to the full migration only if you’re sure that everything moved correctly. That’s because when you proceed to the full migration procedure, you approve that you’re satisfied with the quality of the demo migration and, thus, agree with the Service Level Agreement of Help Desk Migration.
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