Using Dropbox to Import a CSV file

If you have your data compiled in a CSV file and want to migrate them using our service, you’ll have to use either Google Drive, One Drive, or Dropbox to upload them into the system. You can also upload the file directly from your PC. This guide is for you in case you would like to use Dropbox to import your CSV file.

Dropbox

After choosing Dropbox as a source to download your CSV file from, select CSV in the “Migrate from” section. Then, you have to choose the type of objects you want to migrate. Here you can either pick Help Desk objects (Tickets, Customers, Agents) or Knowledge Base objects (Articles, Categories).

Migrate from CSV HD Screenshot

An example of picking the Help Desk objects for the migration from a CSV file 

Migrate from CSV KB Screenshot

An example of picking the Knowledge Base objects for the migration from a CSV file 

Then, depending on your choice, our tool will ask for the files you need to upload, such as Tickets, Comments, Knowledge Base, or the other ones.

Migrate Tickets CSV Screenshot

You’ll have to manage these files compliant with the format in our Sample CSV files. You can learn how to make a CSV file correctly in this guide.

If you don’t own a Dropbox account, you’ll have to sign up first (it’s free). To do this, you have to provide your First Name, Last Name, Email, and create a password. Or, you can simply sign up with your existing Google account (if you have one).

Dropbox login page

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As soon as you are logged in, you’ll have to upload your prepared CSV files into your Dropbox profile. To do so, click on the Upload files button and choose the needed files from your computer.

Create new file in Dropbox

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You can also try loading and setting up the migration with our sample CSV files so that you know how the process goes on.

Sample for Tickets CSV Screenshot

Now, you are ready to load the files into our migration tool. Click on the necessary field to add your Tickets CSV file.

Tickets CSV Screenshot

You will see the pop-up window after you click the button. Now, just select the corresponding CSV file and click Choose. Do the same for your Comments and Knowledge Base CSV files (if you need to migrate them).

Choosing files from Dropbox

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Now, your files are loaded to our tool and you can go on with your migration by clicking the Continue button.

Downloaded CSV Files Screenshot

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