Do I need to turn off Automations to migrate to Freshdesk?
Yes, you must turn off all Automation rules and Scenario Automations in your Freshdesk account before migrating to this platform.
Freshdesk enables creating Automations that help streamline mundane tasks and increase productivity. However, if you're migrating to Freshdesk that already has active automation rules, your clients, and agents will receive updates during the Ticket import. You can avoid that by disabling all Automation rules before starting the migration.
Here's how to do it:
1. Log in to Freshdesk.
2. Go to the Admin panel.
3. Go to Automations and disable all active automation rules.
To do so, click on the green slider button.
The button will become grey if the rule was turned off.
4. Similarly, go to Scenario Automations.
Document all scenarios and afterward, delete them.
You can keep all scenarios active, but keep in mind that even if you disable Agent Notifications, Freshdesk still might send updates during the migration.
Alternatively, you can reach out to the Freshdesk support team and ask to turn off all Requester and Agent notifications.