Help Scout data import, export and merging

Help Scout Migration Services: Automated, Secure,
and Custom-Tailored

Move to Help Scout without data loss, downtime, or disruption. Whether you’re switching from another help desk, consolidating multiple systems, or just starting fresh, our Help Scout data migration services make the process smooth, secure, and fully transparent.

OR

Available Fields and Records for Help Scout Data Transfer

Migrating to Help Scout means bringing all your important support data with you. Here’s what our Help Scout migration service supports:

HELP DESK

Agents Migration

With Help Desk Migration, you can map agents from your source platform to users in Help Scout 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 admins on the target platform.

Customer Fields:

  • Name
  • Email
  • Phone
  • Company
  • Job title
  • Notes
  • Websites
  • Phones
    • String custom fields
    • Boolean custom fields
    • Dates custom fields
    • Number custom fields

Company Fields:

  • Name

Conversation Fields:

  • Subject
  • Tags
  • Status
  • Type
  • Assign
  • Contact
    • Comment author
    • Comment privacy
    • Comment publicity
    • Comment body
    • Comment attachments
    • Comment created date
  • Created date
  • Updated date
  • Closed date
  • Mailbox
  • CC
    • String custom fields
    • Boolean custom fields
    • Dates custom fields
    • Number custom fields
    • Select custom fields
    • Multi-select custom fields

KNOWLEDGE BASE

Collection Fields:

  • Name
  • Description
  • Position

Category Fields:

  • Name
  • Position
  • Category

Article Fields:

  • Title
  • Body
  • Author
  • Folder
  • Status
  • Attachments

CUSTOM OBJECTS

Custom objects migration

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

Migration tool

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

Outsource migration

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

Buy migration

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

Enterprise-Grade Support

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

Help Scout Data Migration: Import, Export, CSV, and Database

Looking to move your tickets, contacts, and agents into Help Scout without downtime or information loss? Our automated Help Scout data import service does the heavy lifting. Just connect your source and Help Scout accounts, set up field mappings, and let the migration tool handle the data transfer.

The migration tool provides a visual field-mapping interface. You can map statuses, types, agents, and tags to their Help Scout equivalents. Support is available if you need help.
Yes, you can consolidate data from multiple sources into a single Help Scout account.
Yes, historical tickets — including closed and archived — can be imported.
Yes. You can map imported tickets to different Help Scout mailboxes based on tags, status, or source.
Custom fields can be mapped to Help Scout’s custom fields if an equivalent field exists. If not, we can migrate that data as tags or notes.
Typically, an API key and admin access to the Help Scout account are required to authenticate and import data.
Help Desk Migration offers a Demo rollback option for PoC before switching all the data and processes to Help Scout. Or use the re-migration option that removes previously migrated data from the target, so you can do a fresh transfer with adjusted settings, mappings, etc.
Absolutely. All content, including internal notes, file attachments, and inline images, are imported accurately.
No. Your existing data remains untouched while the migration runs.
Most migrations are completed in a few hours to a couple of days, depending on data volume and the help desk platform's API limits.

If you’re planning to leave Help Scout or simply want to back up your support data, our Help Scout data export service has you covered—everything is extracted cleanly and accurately. Tickets, contacts, organizations, attachments, and user details are properly linked and formatted for seamless import into other help desk platforms or archival.

Yes, you can apply advanced filters to export data by mailbox, tag, date range, or status.
Yes, customer and company profiles, custom fields, and all user associations are included.
Archived conversations can be exported. Deleted tickets may not be available unless they’re still in a recoverable state.
If you aren't migrating to another help desk platform, your data will be exported in CSV or JSON format. Attachments are delivered separately and linked by filename or ticket ID.
Yes, all data is handled according to relevant privacy regulations. We also support Data Processing Agreements (DPAs) upon request.
Yes, a free Demo lets you get a sample Help Scout export. It is available for showing the format and structure before proceeding with the Full Migration.
All date fields are retained in the exported dataset.

Running a self-hosted help desk or working with limited API access? No worries. Upload your SQL database dump, and the Help Desk Migration Wizard will map your data to Help Scout’s structure, preserving relationships, message history, and custom fields.

You provide a database dump (e.g., .sql, .json, .bson) containing support tickets, customer profiles, messages, attachments (via file paths or URLs), and more.
Help Desk Migration supports common relational and document databases such as SQLite, MySQL, and PostgreSQL.
Yes, the Help Desk Migration Wizard uses identifiers in your schema (e.g., ticket IDs, message IDs, customer IDs) to maintain proper links between messages and tickets.
Uploads are encrypted via HTTPS. Migration accounts support two-factor authentication and detailed activity logging. Your data is retained temporarily (typically 3–10 days, depending on support package) and can be deleted upon request.

Working from spreadsheets or your data live in basic CSV exports? Our CSV migration option is ideal for bringing data from unsupported tools, simple help desks, or internal databases into Help Scout. Prepare your CSVs with the sample templates we provide, and the Help Desk Migration Wizard will handle the rest.

You can migrate support conversations (tickets), customer profiles, message threads, tags, statuses, timestamps, and even internal notes, depending on what your CSV contains.
Yes, use a downloadable CSV template that outlines required columns and accepted values (e.g., subject, customer email, message body, status, created date, etc.).
The system will flag formatting errors and halt the migration. You’ll need to adjust the structure, such as fixing column names or date formats, before proceeding.
Yes, as long as your CSV includes properly formatted fields, they can be mapped and imported to Help Scout.
CSV imports do not support SLA metrics, automation rules, or user login history. Also, complex formatting may not be preserved in message threads.

Help Scout Import Wrapped Up Neatly

Secure and Accurate Data Import

When it comes to Help Scout import, data security and accuracy are top priorities. It encrypts every piece of data you transfer, ensuring that your sensitive customer information is protected from start to finish. Conversations, customers, attachments, agents, tags — everything else lands where it should.

Flexible Migration Options

We support multiple migration methods to match your setup and scale: direct API connections for real-time migrations, database dump imports for self-hosted or legacy systems, and CSV file transfers for small datasets or unsupported platforms. With flexible options and expert support, you can transfer to Help Scout with confidence.

Help Scout Data Migration Timeline: 1–2 Weeks

Preparation

Step 1: Project Evaluation

Access your current system, define migration goals, and figure out your special requirements.

Step 2: Security Review

Ensure the migration process meets GDPR, CCPA, and internal data protection policies.

Preparation

Migration

Step 3: Mapping & Configuration

Customize how your data moves into Help Scout. It includes support for custom mapping and filters.

Step 4: Demo Migration

Run a free preview to see how tickets, contacts, and attachments will appear in Help Scout. Make adjustments before launching the Full Migration.

Step 5: Full Data Transfer

Migrate all selected data with minimal disruption to your ongoing operations.

Step 6: Data Verification

Review and validate the migrated data for integrity and completeness.

Step 7: Delta Migration

Capture and import any changes or new data created after the Full migration.

Interval Migration (Optional)

Pause and resume migration in up to five segments, each lasting up to five business days. A great solution for avoiding peak operational hours.

Migration

Post-Migration

Step 8: Go Live

Decommission legacy systems and start using Help Scout with your historical data available and searchable.

Post-Migration

Help Scout Migration Pricing That Makes Sense

You only pay for what you migrate. No subscriptions or hidden costs — just a one-time fee based on the volume of data and selected features. Plus, the more data you move, the lower the per-record cost.

Scalable pricing makes Help Desk Migration a cost-effective choice for teams of all sizes.

Pricing Information

Advanced Migration Options for Help Scout

Add tags to newly migrated tickets

Automatically add custom tags to all imported tickets. This will help your team quickly identify legacy tickets, group data for reporting, or workflow purposes in Help Scout.

How it works

Migrate the newest records first

Prioritize importing recent tickets and conversations. Your support agents can start working on the most current requests immediately while older data continues migrating.

How it works

Skip attachments

Reduce migration time and storage by excluding attachments. Ideal for test runs or when attachments are stored elsewhere.

How it works

Migrate side conversations

If you’re moving from Zendesk, which supports internal-only conversations, we’ll migrate that data so your full support history is preserved.

How it works

Migrate call recordings

Transfer all voice call logs and recordings linked to tickets. That’s a must-have for teams relying on phone support or voice ticketing.

How it works

Migrate inline images as attachments

Inline images sometimes don’t display well across systems. This option extracts those images and converts them into standard downloadable attachments in Help Scout.

How it works

Update cross-links between articles

Every help desk platform has its own unique URL structure. Let Help Desk Migration automatically adjust your internal links to match the new platform’s format—fast, accurate, and without the manual hassle.

How it works

Use Custom Demo

Request a tailored demo migration to preview how your actual data will appear in Help Scout. A custom demo helps validate field mappings, formatting, and ticket structure before committing to a Full Migration.

How it works

Built-In Features for Seamless Help Scout Migration

Delta Migration

Keep your data in sync by transferring any new or updated records after your Full Migration. Perfect for a seamless, uninterrupted switch.

Interval Migration

Split your migration into chunks with pauses up to 5 times and 5 business days each. Great for managing workload and avoiding downtime.

Customizations

Tailor your migration to fit your unique setup: field mappings, data filters, and more. Complex or legacy system? No problem.

Advanced filtering options

Import only what you need. Filter your Help Scout data by ticket status, date range, tags, or ticket type for a leaner, faster, and more targeted migration.

Why Help Desk Migration for Help Scout?

Migrating your support data can feel a lot like moving to a new home — you want to bring everything with you, from the essentials to the overlooked items, without added stress. Help Desk Migration makes that process smooth and reliable.

  • Enterprise-grade security

    Your data is encrypted in transit and at rest, handled by secure servers with strict access controls.

  • Automated and accurate

    Our Help Scout migration service eliminates manual errors by automating transfers while ensuring precise field mapping.

  • Custom field mapping

    Map standard and custom fields, including nested properties, with full flexibility. Tailor your data structure to match your Help Scout setup perfectly, no post-migration cleanup required.

  • Preserve record relationships

    All links between tickets, contacts, agents, organizations, tags, and comments stay intact. Your Help Scout workspace retains its structure and context, exactly as it should.

  • Zero downtime

    Your support team keeps operating during migration thanks to background processing. You can even transfer the newest records first, then sync any changes afterwards by running a Delta migration.

  • Expert support

    Our migration specialists guide you through planning, testing, execution, and post-migration verification. You’re never on your own.

  • Supports 70+ platforms

    Move from any of 70+ help desk platforms — whether you’re consolidating, switching, or planning future migrations, we’ve got you covered.

  • Tailored for your workflow

    We adapt to your unique setup with custom field mappings, filters, and rules to ensure your Help Scout environment works the way you do.

Help Desk Migration

Ready to Switch to Help Scout without
Losing a Single Ticket?

Use Help Desk Migration to transfer your entire customer service history quickly, securely, and effortlessly.

Start a free demo

© 2025

Help Desk Migration® service

+1-888-866-7471

Sign up
We use cookies to ensure you get the best experience on our website. By continuing, you consent with our privacy and cookie policy
Cookie Settings
Accept