How to create a Custom View in Freshservice

When migrating from Freshservice you can decide which tickets to migrate by using filters and creating the Custom view in Freshservice.

Note that the Custom view ID field is required. Without the View ID, you will not be able to continue the migration.

Here's how to create a custom view:

1. Log in to your Freshservice and go to the Tickets tab.
2. Open the menu with all views and choose All Tickets:

Custom_View_Freshservice

3. Go over to the filter and specify your requirements. For instance, to migrate tickets from 6 months ago, scroll down to the Created drop-down menu and choose the appropriate option:

Custom_View_Freshservice

4. When done, go back to the top of the page and click Save as:

Custom_View_Freshservice

5. Name and save the view:

Custom_View_Freshservice

6. Check the total number of tickets in the view:

Custom_View_Freshservice

7. Copy the View ID from the address bar and run the Free Demo Migration. When the Demo is complete, make sure that the Migration Wizard shows the same amount of all tickets as in your Freshservice:

Free_Demo_Migration_Freshservice

If it’s different, reach out to our support team and they will investigate your case.

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