How to migrate your help desk data to CSV? [+Video]

Help Desk Migration allows exporting the data from your help desk into a CSV file in a few easy steps. Currently, our service can export all records except for Knowledge Base.

Here’s how to setup this migration:

1. Sign in to your Help Desk Migration account.

2. Create a new migration.

3. Select the platform from which you’d like to export the data.

4. Select CSV as the destination.

5. Choose which entities you'd like to export and adjust the Ticket and Article fields mapping if necessary. When mapping ticket fields, you can also map custom fields or create missing custom fields on the target platform by clicking "Add the same field on [target]".

Click “Continue” to start the Demo Export. This action will export 20 Tickets with related Agents, Contacts as well as 20 Articles into a CSV file.

6. Migration Wizard will generate three .zip files, one containing the Ticket and Ticket Comments information, the other containing Contact information, and the last with Article data. Download the files by clicking the button “Demo Migration Results”:

Once you have the files on your computer, carefully check if the formatting is correct and if there are all the necessary columns. Start the Full Data Export if you’re happy with the test files.

Once the Full Export has started

You can close the tab and go about your day while we export the data from your help desk to CSV. Once the files are ready, you’ll receive an email notification. Or you could occasionally sign in to your account to check the progress of the export.

Once the export is complete

You will see the following summary:

Click the “Migration Results” button to download the final files.

How to open a CSV file in Excel?

Opening a CSV (Comma-Separated Values) file in Excel is quite simple. Here's a step-by-step guide:

1. Open Excel: Launch Microsoft Excel on your computer.
2. Go to the 'File' Menu: Click on the 'File' menu located in the top-left corner of the Excel window.
3. Select 'Open': Choose the 'Open' option from the menu.
4. Choose the CSV file: Once you've located the CSV file, select it by clicking on it once.
5. Select 'Open': Click the 'Open' button in the bottom-right corner of the window.
6. Check Import Wizard (if needed): In some versions of Excel, an Import Wizard may appear. Ensure the settings match your preferences for how the data should be imported (e.g., delimiter settings if the file isn't comma-separated). Then, proceed with the 'Finish' or 'OK' button.
7. CSV file in Excel: Your CSV file should now be open in Excel, displaying its contents in spreadsheet format.

Remember, if the CSV file uses a delimiter other than a comma (such as semicolon or tab), Excel might not automatically recognize the correct format upon opening. In such cases, the Import Wizard will allow you to specify the delimiter used in the CSV file to properly format the data in Excel.

How to open CSV in Numbers?

Do you need help with opening CSV files on your Mac without using Excel? No worries! To access CSV files in Numbers on your macOS device, follow these steps:

1. Save the CSV file to your device and locate it.
2. Right-click on the file and choose "Open With" → "Numbers."
3. If the file doesn't display correctly, click on "Adjust Settings".



4. In the Import Settings dialog, select your delimiter and click "Update Table." For more advanced adjustments like file encoding (e.g., UTF-8), click on "Advanced Settings."

The file will now open as a spreadsheet in Numbers, ready for editing.