How to Connect CSV to Migration Wizard

When migrating data from CSV, you’ll see a page asking you to choose the records you want to export.

how to connect csv to migration wizard

No matter the choice you make, you’ll have to configure your CSV connection by either providing CSVs with Tickets and Comments (in case you choose to migrate Help Desk records) or CSV with Knowledge Base data (when migrating KB records).

To show you how the process of configuration works in detail, we prepared the visual tutorial covering both options. Check out the video to see how to upload files to Migration Wizard, how to check if your CSVs are compliant with our service, and learn how to use our sample files.

When importing data to CSV, all you have to do is read through the note and press the 'Continue' button. Yes, it's that simple. However, it gets a bit trickier after that, so we decided to prepare another visual tutorial for this case.

If something wasn’t clear enough, or you’d like to get a detailed answer to your question, feel free to reach out to our support team for help.

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