Help Scout to CSV data migration made painlessly
Encrypted dialogues, safe servers, newest authorization ways
Automated approach, no downtime, no workflow pauses
Flexible pricing to provide a function + fee balance
We’ve built the of brands among industries
Data migration timeline: 1-2 weeks
Preparation
Project and Requirements Evaluation
Begin your transfer by reviewing Source records, procedures, and integrations. Examine data cleaning and field alignment to the Target. Make a migration scenario, including the framework and agent coaching.
Security and Compliance Review
Confirm data complies with safety regulations. Set permissions and access controls to protect the replication.
Migration
Data Mapping and Customization
Connect data fields amongst your Source and Target. Handpick automated custom capabilities from the set or ask for unique tailored adjustments for the record migration.
Demo Migration
Set up a free trial Demo to figure out how the transfer solution works. Spot results and modify mapping as necessary.
Data Verification
Ensure all migrated data in the Target is accurate, complete, and properly organized.
Full Data Migration
Transmit all required data, covering tickets, contacts, attachments, and closely connected data.
Delta Migration
Net any newest or updated data that altered for the duration of the Full data migration.
Interval Migration*
Data transmit can be interrupted and restarted to match your timeline, with no downtime. You can halt up to five times for five days per pause, organized by our sales team during work hours.
Post-Migration Phase
Go Live
Roll out the Target for all agents. Deactivate the Source if necessary and store data backups.
What Sorts of Entities Can You Migrate from Help Scout to CSV ?
With our Migration tool, you can with no bother import or export hefty volumes of varying data entities to or from Help Scout to CSV. Check out the list of record types you can migrate incorporating automation without extra guidance from tech pros.
Do you have particular Help Scout to CSV import needs?
Let's discuss your specific needs for a unique data migration.
Help Scout objects | CSV objects | |
---|---|---|
Help desk | ||
Teams | Departments | |
Users | Agents | |
Companies | Companies | |
Customers | Contacts | |
Conversations | Tickets | |
Knowledge Base | ||
Collections | Categories | |
Categories | Folders | |
Articles | Articles |
Why transmit with Help Desk Migration?
Without downtime
Migrate data seamlessly - keep workflows intact and help customers effectively.Enhanced efficiency
Seamlessly shift data and set up standard and personalized fields with the secure Migration Wizard.Easy ticket transfer
The Migration Wizard replicates tickets and all connected records, keeping the data structure unalterred on the Target.Always here for you
Our support agents is prepared to assist you via chat, email, or phone.Detailed transfer framework
Our migration experts will establish a comprehensive plan for data import, ensuring a efficient process and secure records.Flexible customizations
Choose pre-designed options or seek personalization, and we'll verify your data is precise.
How Does Help Scout to CSV Data Migration Work?
Our automated migration solution empowers you export and import data in five simple steps. If you’re dealing with a unique data structure, feel free to select our customized method. We’re up for it to meet your distinct requirements.
Connect platforms
Connect your source and target platforms
Map and match data
Specify how your data should be transferred
Test-drive
Start a Demo to access the replication tool and its results
Full Data Migration
Start or plan your data transition
Advance Your Help Scout to CSV Import
with These Functions
Have a smooth data transfer experience that aligns your company’s requirements. The Help Desk Migration service provides functionalities to handle you to accomplish your customer service records migration in the smooth route.
Bypass attachments
Does your desired help desk solution deliver limited data storage? Skip attachments, particularly if your existing customer support records doesn’t suffer a loss of its value without them. The data import time will trim greatly.
Employ the attachment feature to Migrate inline images
Export the images added into tickets as attachments. The data import and export time might be longer, but the images will never disappear along with the current a future help desk solution.
Demo with custom data: Pick 20 entities for export
Avoid any guessing. Make certain you recognize totally what the entities will look like at the end of you’ve exported them. Help Desk Migration’s Demo with custom data allows you choose 20 entities for a test transfer.
Transfer newest records first
Select this castomization to transfer your most recent records in a chronological order, from most recent to oldest. The capability applies only to Full Migration.
Your Help Desk Data Import and Export is Protected at Each and Every Stage
Using Help Desk Migration solution, you’ll never have to worry about safety of valuable data. We regularly scan all facilities and make updates, so that your data is protected based on the up-to-date recommendations.
We apply a rigid 2FA authentication policy
Our Migration Wizard takes advantage of 2FA authentication. On top of that, only users with admin rights can migrate your Help Scout records. Combined, these security measures remove the risk of information leakage.
We employ 3-layer
Help Desk Migration offers three layers of data safety. At the physical level, we defense our data hosting equipment from any intrusion. At the app level, we block any unauthorized log in to your business data on our platform. And, finally, on the network level, we protect our networks against cyber harm.
Compliance with protection regulations
We protect your business records based on all crucial security fundamentals. Our Help Desk Migration service carries an broad set of compliance, and we are expanding it. Presently, we are compliant with GDPR, CCPA, HIPAA, PCI (Level 1), and other data security fundamentals.
How much does Help Scout to CSV data migration cost?
How much will you need to invest in the switch from Help Scout to CSV? The price will largely build upon the records volume you need to transfer, the complexity of your specifications, and the options you’ll choose or custom work you’ll ask for. Run a Free Demo to test the Migration Wizard work and find out how much your data transfer will cost.
Run a Demo to get the priceFeedback motivates us advance our solution: Few thoughts from Help Desk Migration customers
Find out the way to prepare for CSV data migration
Prepare for CSV data migration by checking an in-depth step-by-step guide
All-packed Help Scout to CSV Migration in a Couple Clicks
Migrate your data from Help Scout to CSV with no bother and without disturbing your top objective of addressing your customers’ inquiries.
Get more information about data import
Willing to know more about help desk data import and customer service enhancement? Check out our blog.
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