HelpDesk data import, export, and merging

HelpDesk data import, easy and safe with Help Desk Migration

Move your teams, contacts, tickets, and related data from anywhere to HelpDesk — fast and stress-free. Our secure automated solution will take care of the entire process with no downtime, no matter how nuanced your requirements are.

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Available fields and records for HelpDesk data transfer

HELP DESK

Agents Migration

With Help Desk Migration, you can map agents from your source platform to agents in HelpDesk and vice versa to control how tickets are assigned after migration. You can map multiple agents to a single one.

Deleted and inactive agents

You can reassign tickets from deleted or inactive agents to active agents on the target platform.

Customer Fields:

  • Name
  • Email

Ticket Fields:

  • Subject
  • Tags
  • Group
  • Source
  • Status
  • Priority
  • Staff
  • Contact
    • Comment author
    • Comment privacy
    • Comment publicity
    • Comment body
    • Comment attachments
  • Created date
  • Updated date
  • Closed date

CUSTOM OBJECTS

Custom objects migration

Move non-standard data—like assets, warranties, and more—into HelpDesk with full structure and relationships intact.

Migration tool

Rely on our smart, reliable migration tool to handle complex HelpDesk custom object transfers with ease.

Outsource migration

Let our experts handle the heavy lifting—perfect for complex or large-scale HelpDesk migrations.

Buy migration

Get one-time, done-for-you HelpDesk custom object migration—no subscriptions, no recurring fees.

Enterprise-Grade Support

Custom object migration backed by professional services, data validation, and expert consulting.

Need to bring in data from shared inboxes, databases, or old support systems without direct integration? Help Desk Migration imports your data into HelpDesk as easy-to-use CSV files.

Yes. Help Desk Migration lets you import data into HelpDesk from shared inboxes, databases, or help desk tools like Zendesk, Help Scout, or Tidio. If your source isn’t on our list, you can still upload CSV files.

Since HelpDesk uses LiveChat authorization via API, you must connect LiveChat to your HelpDesk first. Only the account owner can establish this connection. Without it, the migration cannot proceed.

Yes. Agents must accept invitations in HelpDesk before we can assign tickets to them. If tickets are linked to agents who haven’t accepted, your Demo will fail.

Yes. Run a Free Demo with 20 random tickets (or a Custom Demo with tickets you select). You can repeat demo runs until everything looks right.

Want to move your HelpDesk data to another system that doesn’t connect directly? Export everything as CSV files, ready to use whenever you need them.

Absolutely. You can export all HelpDesk data like tickets, contacts, and conversations, as structured CSV files, ready for use in any other platform.

Yes. Attachments and inline images are included in the export unless you choose to skip them. This option is useful if you want smaller exports or don’t need historical files.

Not by default. These categories require separate migrations if you’d like them transferred.

Need to combine multiple HelpDesk accounts into one due to a merger or when consolidating teams or departments? With our Migration Wizard, merging accounts is simple and hassle-free.

Yes. If your company is consolidating teams, departments, or brands, Help Desk Migration can merge two or more HelpDesk accounts into one.

All agents must accept invitations in the target HelpDesk account before tickets can be reassigned to them. Otherwise, ticket assignment won’t work during the merge.

HelpDesk only supports text, date, and URL fields. Dropdown fields from your other accounts will be converted to text due to the HelpDesk peculiarities.

Time to separate data in your HelpDesk account? Whether you need to split departments, teams, brands, or even companies, the Migration Wizard guides you through it all.

Yes. If you need to separate your data — for example, after restructuring or spinning off a business unit — Help Desk Migration can split one account into multiple.

You can split tickets, contacts, and agents by selected filters (e.g., date ranges, tags, or ticket status). Attachments and inline images can also be included or skipped.

Before a full migration, you can run a Demo to confirm how your split data will look. You can repeat demos as needed to validate the setup.

Why migrate to HelpDesk

  • All your conversations, one place

    Manage emails, social media, LiveChat, and contact forms in a single unified inbox for effortless communication.

  • Automate to respond faster

    Boost your response speed with smart automations like chatbots, macros, rules, and AI-driven workflows.

  • AI-powered assistance that works for you

    Let AI help create replies, summarize tickets, suggest similar cases, recommend tags, and handle multiple languages.

  • Teamwork made easy

    Collaborate fluently with mentions, ticket followers, collision alerts, shared views, and cross-product teammate invites.

  • Insightful reporting at your fingertips

    Track ticket trends, satisfaction, response times, and team performance to make smarter decisions.

  • Сustomize your customer service

    Customize your email address and templates, ticket layouts, and automated replies. Add signatures, remove HelpDesk branding, and set dark mode for the agent interface.

  • Built for every industry

    Whether you work in IT, retail, education, SaaS, or HR, HelpDesk adapts perfectly to your business needs.

  • Effortless integrations with your favorite tools

    Connect LiveChat, Shopify, WordPress, and Webflow, and explore even more apps through the Text marketplace or Zapier. Personalized integrations through custom APIs are also possible.

  • Top-notch security you can trust

    Keep data safe with encryption, role-based access, and secure storage while meeting all compliance standards.

  • Support that’s always there for you

    Rely on 24/7 support from HelpDesk’s responsive, friendly team. Product training, software engineer support, legal assistance, security experience, and a dedicated account manager are available.

Companies that trusted Help Desk Migration

Memori Sentimentals MotoTote Webpros Accion Almatis

Why Help Desk Migration is ideal for importing data to HelpDesk

Help Desk Migration

A simple HelpDesk data import workflow with Migration Wizard, Help Desk Migration’s automated interface:

1

Connect your accounts

Choose your source platform and HelpDesk from the dropdown lists. Enter credentials to securely link both accounts and get ready for a smooth data transfer.

2

Match and map your data

Align contacts, agents, teams, tickets, and custom fields between platforms. Use automation options to streamline the setup and speed up the migration process.

3

Run a Free Demo

Try out Migration Wizard with a free test to move 20 random tickets and see how the transfer works before going all in.

4

Review your demo results

Check the demo report carefully. If anything looks off, tweak your settings and try again. Enjoy unlimited Free Demo runs until you’re fully satisfied.

5

Start the Full Migration

Once demo data transfers flawlessly, complete your payment and launch the Full Migration. Track progress in real-time while Migration Wizard handles the rest.

Automated options that add ease and flexibility to your HelpDesk data import

Add tags to newly migrated tickets

Help Desk Migration automatically tags imported tickets in HelpDesk, keeping your workspace organized during migration to an existing account. This minimizes downtime and ensures all transferred data is easy to find and manage right after the move.

How it works

Migrate the newest records first

The system starts with your newest tickets, moving backward in time. You can continue using HelpDesk during and after the HelpDesk import, with fresh data prioritized to reduce downtime and keep customer service smooth and uninterrupted.

How it works

Skip attachments

Avoid migrating unnecessary attachments entirely or from selected date ranges. This saves time, cuts costs, and reduces cleanup before or after transfer. Your new HelpDesk stays lean and focused on what matters most.

How it works

Migrate side conversations

From Zendesk, side conversations come through as private notes in HelpDesk. Keep all team discussions intact to preserve context, improve support, and facilitate agent training and performance tracking.

How it works

Migrate call recordings

Zendesk call recordings transfer as MP3 files. Perfect for call centers moving to HelpDesk, this feature keeps your entire interaction history intact for better follow-ups, training, and performance reviews.

How it works

Migrate inline images as attachments

Visual content embedded in tickets moves into HelpDesk as attachments. This preserves full conversation context, helping your team better understand customer issues and use visuals for training purposes and quality checks.

How it works

Use Custom Demo

Pick 20 tickets to run a one-time test migration. This extra demo helps you confidently check tricky data sets, with unlimited Free Demo runs before you commit to a full move.

How it works

Migrate customers associated with tickets

When moving to HelpDesk, you can seamlessly transfer customers together with their associated tickets, ensuring all relationships and history remain intact.

Special features that help you avoid downtime during the HelpDesk data import

Delta migration

Delta migration runs after the Full Data Migration, moving only new or updated records created during the transfer. This keeps your old system working smoothly with zero downtime while Help Desk Migration imports data to HelpDesk.

Delta Migration is a perfect option for busy schedules when you can’t pause operations but still want to keep your data fresh and up to date throughout the process.

Interval migration

Interval migration breaks your data into smaller chunks and moves them one by one on a set schedule. This way, you can use your target system during business hours and have the data migrate on weekends.

Interval migration is ideal for large data volumes or when you urgently need to adopt a new system with zero downtime and no disruption notifications.

Help Desk Migration

Flexible customizations tailored to your
HelpDesk data import needs

With Help Desk Migration, you retain full control over how your HelpDesk data import goes. Have a special request? Our team can customize the process just for you.

In particular, we can:

  • Apply one-of-a-kind filters to your data
  • Transfer records linked to inactive users
  • Migrate data from the systems connected to your source platform
  • Include extra contact information
  • And much more

Try a Free Demo to see what Migration Wizard handles and what might need extra attention. If anything’s missing, our support team is ready to help.

Run a Free Demo

Plan your HelpDesk data import budget in advance

Curious about costs? Help Desk Migration’s straightforward pricing shows your data transfer cost upfront.

Just start a Free Demo to get your final price, based on:

  • The volume of records you need to migrate
  • Any automated options, special features, and customizations you request
  • The service package you choose

This gives you a clear picture of your investment so you can decide if migrating to HelpDesk with Help Desk Migration is right for you before committing.

Pricing Information

Data protection you can trust with each HelpDesk data import

Security and Compliance

Compliance you can trust

Help Desk Migration meets top security standards like SOC 2 Type II, GDPR, PCI-DSS, and HIPAA. Regular audits keep us aligned with industry rules. Plus, the system is hosted on secure AWS infrastructure built for compliance.

Secure migration platform

Our platform runs on AWS, following strict security standards like ISO and SOC. Cloudflare WAF shields us from harmful traffic, while continuous vulnerability scans and secure coding practices — including automated security checks for all pull requests and continuous vulnerability scans — keep your data safe.

Controlled, secure access

Customers use OAuth 2.0, SSO, and role-based access for secure access, while session management tracks every login. Employee access is tightly controlled through strong password policies, personalized accounts, training, MDM, and regular access reviews to protect your data.

Safe migration every step

Data is encrypted end-to-end and sent over HTTPS. Each migration takes place in isolated spaces to keep data separate while BugSnag monitors errors in real-time for quick fixes. Plus, you can track the progress of your data import to HelpDesk live.

Post-migration data control

You choose when to delete your data from our system, or we automatically erase it after 30 days of inactivity. We provide a transparent data deletion certificate as proof that your information was removed securely.

Help Desk Migration

Don’t wait for your competitors to offer
better customer service!

Start importing your data to HelpDesk today! No matter the volume,
Help Desk Migration will make the process effortless and secure.

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