Secure Help Scout to Help Scout data migration services
Encoded chats, secured servers, latest authorization approaches
Automated approach, don't have time-out, reduced workflow drops
Deal charging to deliver an opportunity + rate balance
Clients among many niches lean on our service
Data migration timeline: 1-2 weeks
Preparation
Project and Requirements Evaluation
To begin a customer service data replication, size up your Source's records, operations, and integrations. Think about data cleaning and analyzing the Source’s obligatory and special field coequals on Target. Generate a all-inclusive transmit approach that encompasses outline, action plan, and agent training.
Security and Compliance Review
Make sure all data governonce adheres with industry security requirements. Implement requried permissions and access controls to guard the replication.
Migration
Data Mapping and Customization
Align records fields amid the Source and Target. Set automated custom capabilities from the menu or schedule the tailoring to accommodate the records transition to your unique business requirements.
Demo Migration
Carry out a free test Demo with a little data pack to identify how the transition app operates. Check the Demo outcomes and adapt mapping as you wish.
Data Verification
Attentively study the moved data in Target. Verify that all data are correct, complete, and as intended formatted.
Full Data Migration
Shift all required records, embracing tickets, contacts, attachments, and linked information.
Delta Migration
Net any newest or updated records that tweaked for the time of the Full transition .
Interval Migration*
Data replication can be cutoff and picked up where it left out to cohere your business agenda, ensuring sustained customer service with zero downtime. You can halt it up to five times, each lasting no more than five days, and our sales team adjusts the process for the time of indicated operational hours.
Post-Migration Phase
Go Live
Start the Target for all reps. Deactivate the Source if needed, ensuring data backups are saved securely.
What Entities Can You Import from Help Scout to Help Scout ?
With Help Desk Migration app, you can conveniently import and export massive portions of varying data entities to or from Help Scout to Help Scout. Examine the list of records you can import incorporating automation without extra help from tech service reps.
Do you look for especial Help Scout to Help Scout import or export requirements?
Let's discuss your requirements for a nonstandard data migration.
| Help Scout entities | Help Scout entities | |
|---|---|---|
| Help Desk | ||
| Teams | Teams | |
| Users | Users | |
| Companies | Companies | |
| Customers | Customers | |
| Conversations | Conversations | |
| Knowledge Base | ||
| Collections | Collections | |
| Categories | Categories | |
| Articles | Articles | |
Why transmit with Help Desk Migration?
Your data is the backbone of your business, and your customers’ history matters. When you migrate with Help Desk Migration, you get:
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Without downtime
Stay operational while transmitting. Your processes will not be put on hold, so you can keep supporting clients without any pauses. -
Increased efficiency
The automated, secure Migration Wizard makes data transfers seamless. Effortlessly map both standard and custom fields. -
Organized ticket transmiting
The Migration Wizard transmits your tickets and related data, keeping everything connected as it was. -
Personalized support
Whether you require guidance via live chat, email, or phone, our support agents is ready to assist you every step of the way. -
Detailed data relocation planning
Our managers will compile a reliable plan for the data import that encompasses all the points, so everything goes simply. This way, you can bypass any issues during the migration, and your data will be safe and sound. -
Flexible customizations
Use pre-built options or fine-tune your transmititng by requesting customization. Whether it's data filtering or field adjustments, we'll take care of your data lands just right.
How Help Scout to Help Scout Data Migration Runs
You can do data import in a few simple steps, with our automated migration app. If you’re dealing with a elaborate data structure, feel free to select our adjusted approach. We’re up for it to satisfy your unique 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
Elevate Your Help Scout to Help Scout Export
with These Options
Receive a automated data transmition experience that reconciles your business needs. The Help Desk Migration service provides functions to handle you to complete your customer service records transfer in the smooth approach.
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Omit attachments
Does your future customer service tool provide definite data storage? Omit attachments, particularly if your existing customer support records doesn’t suffer a loss of its value without them. The data migration time will scale down remarkably.
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Create a extra tag to the exported tickets
Choose extra tags to the imported tickets — like so, you won’t confuse them with the left. You may further group the tickets by adding tags like ‘lost,’ ‘closed,’ or ‘stop replying.’
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Import inline images as attachments
Export the images fixed into tickets as attachments. The data migration time might take more time, but the images will stay along on a future support service platform.
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Take a look our Demo with custom records by copying 20 entities
If you require to see how particular entities look like in the expected help desk solution, launch this free custom Demo and hand-pick 20 entities for a migration.
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Import newest data first
Select this option to transfer your most recent records in a chronological flow, from most recent to oldest. This custom capability is applicable to Full Migrations.
Focus on your crucial processes. We'll take the heavy lifting
Whether you’re moving from Help Scout to Help Scout, apply our automated migration solution. It will permit you to import or export all your data to a future help desk in just a couple of clicks. Thus, you will receive your migration done quickly without putting urgent works without putting it off.
Data import and export complies with security requirements
The Migration Wizard will ensures your data security during all phases of the migration process. We support supreme customer support data safety applying tested procedures, with regulatory compliance, accepted server safeguarding, and constant security examinations.
Move ahead with the migration solution that clients recommend
With multiple goal-achieved data imports done by our service, Help Desk migration service has gained lots of service-linked awards and gratifying mentions. On top of that, we keep developing our feature list. Going back to Help Desk Migration's calling is to involve nearly all of your import and export requests, we continue improving our solution and often strengthen it with useful options.
Use easy mapping to handle all your needs
Free yourself from the time-consuming work of adding missing data types or business data along Help Scout to Help Scout migration. Help Desk Migration service permits you map entities and tailor your data import and export. This will sustain the native structure of your records without difficulty on your part.
Pick a fitting time for data import
Pick the most fitting time to set up and start the help desk migration workflow. Besides, Help Desk Migration Delta migration opportunity will allow you to import the freshly changed entities after the historical customer support data was exported. Then, relax and allow our migration app make the rest.
Talk to our tech-savvy support representatives
Are you fighting hardships with your Supported Platform data migration? Allow Help Desk Migration service team inspect your setback. With plenty of well-done data export/import experience, they can fix any hardship associated with your help desk migration or even arrange assistance during the full data import.
Your Help Desk Data Import or Export is the Whole Way Long
Using Help Desk Migration tool, don't worry about safety of critical data. We regularly scan all systems and make improvements, so that your data is shielded based on the recent standards.
We enforce a firm two-factor access policy
Help Desk Migration Wizard takes advantage of two-factor access. Moreover, only your company representatives with admin rights can export your Help Scout records. With these security features arranged, you don't worry about data leakage.
Three-layer business data security
Help Desk Migration ensures 3 levels of business data security. At the physical layer, we defense our data hosting equipment from any intrusion. At the app layer, we block any unlawful log in to your records on our service. And, finally, on the network level, we secure our networks from digital attacks.
Meet safety principles
We secure your records based on all key security fundamentals. Our Help Desk Migration service holds an extensive portfolio of compliance, and we continue growing it. Currently, we meet the demands and requirements of GDPR, CCPA, HIPAA, PCI (Level 1), and other data protection levels.
What is the cost of your Help Scout to Help Scout data migration?
And now to the burning question. How much will it cost to switch from Help Scout to Help Scout? The cost will mostly lean on the business data volume you want to transfer, the complexity of your demands, and the options you’ll select or customizations you’ll ask for. Start a Free Demo to test the Migration Wizard work and find out how much your migration will cost.
Run a Demo to get the priceReviews helps us upgrade our tool: Several words from Help Desk Migration customers
The transition was made easy. The service was excellent, during all the steps of the transition we felt taken care of and monitored perfectly.
Gauthier Escorbiac Supervisor of Customer Service at Thule Group
Use Help Desk Migration. This tool took the “painful” and “time-consuming” factors out of the data migration.
Chantelle Viani Associate Publisher at Cosmos Magazine
Overall, I found the process to be very fast and effortless. I enjoyed working with the support team. The customer service reps I talked to were very helpful during the entire process.
Nicola Mustone Woo Happiness Engineer at Automattic Inc.
The overall experience was excellent. I appreciated the constant follow-up that I received from the Account Managers at Help Desk Migration.
Ionut Birzu Operations Manager at Lenovo
Before spending time on in-house options take a look at Help Desk Migration first. They can more than likely save you time and money in the long run.
Steve Milligan Associate Director OIS - Networked Systems at Arkansas Tech University
Honestly, I was really pleasantly surprised by how responsive the company is. I was left to wonder, do you guys even sleep? I was able to get responses to virtually every question each time I was asking within a few hours, even considering the time zones.
Paul McCabe The Vice President of Global Customer Experience in Roland corporation
It was a great experience using HDM. They were very prompt and thorough throughout the entire process, very willing to help ensure that the migration is done correctly, and answered all questions I had in a very timely manner.
Andrew Cassano Customer Service Manager at J Skis and 4frnt Skis
Help Desk Migration was great with us. Being my first time dealing with a migration, they were very patient with me as I guided myself through the process of migrating data.
Tom Doulos Director of Customer Experience at Endy
Migrating our Zendesk data with Help Desk Migration was an absolutely seamless experience. We had a very complex case because we had over 200 000 tickets, and HDM just made it much easier.
Noga Edelstein Co-founder of UrbanYou
The transition was made easy. The service was excellent, during all the steps of the transition we felt taken care of and monitored perfectly.
Gauthier Escorbiac Supervisor of Customer Service at Thule Group
Use Help Desk Migration. This tool took the “painful” and “time-consuming” factors out of the data migration.
Chantelle Viani Associate Publisher at Cosmos Magazine
Overall, I found the process to be very fast and effortless. I enjoyed working with the support team. The customer service reps I talked to were very helpful during the entire process.
Nicola Mustone Woo Happiness Engineer at Automattic Inc.
The overall experience was excellent. I appreciated the constant follow-up that I received from the Account Managers at Help Desk Migration.
Ionut Birzu Operations Manager at Lenovo
Before spending time on in-house options take a look at Help Desk Migration first. They can more than likely save you time and money in the long run.
Steve Milligan Associate Director OIS - Networked Systems at Arkansas Tech University
Honestly, I was really pleasantly surprised by how responsive the company is. I was left to wonder, do you guys even sleep? I was able to get responses to virtually every question each time I was asking within a few hours, even considering the time zones.
Paul McCabe The Vice President of Global Customer Experience in Roland corporation
It was a great experience using HDM. They were very prompt and thorough throughout the entire process, very willing to help ensure that the migration is done correctly, and answered all questions I had in a very timely manner.
Andrew Cassano Customer Service Manager at J Skis and 4frnt Skis
Help Desk Migration was great with us. Being my first time dealing with a migration, they were very patient with me as I guided myself through the process of migrating data.
Tom Doulos Director of Customer Experience at Endy
Migrating our Zendesk data with Help Desk Migration was an absolutely seamless experience. We had a very complex case because we had over 200 000 tickets, and HDM just made it much easier.
Noga Edelstein Co-founder of UrbanYou
Find out the way to prepare for Help Scout data migration
Prepare for Help Scout data migration by checking an in-depth step-by-step guide
Frequently Asked Questions
Consolidating two Help Scout accounts is a straightforward process. Start by using the Migration Wizard tool. Connect the source Help Scout account, which contains the data you want to export, and specify the target Help Scout account where the data will be imported. In the Migration Wizard, you can configure migration settings, like selecting the types of records to transfer, mapping fields for data consistency, and deciding whether to include additional information with the imported records. It's a good practice to run a free demo to test the process before proceeding with the full consolidation. By following these steps, you can merge data from two Help Scout accounts without unnecessary complexity.
Help Scout adopts a unique approach by treating all customer communications as conversations, rather than relying on a traditional "ticketing" system. When a team receives an email, it arrives in their Help Scout shared inbox. This shared inbox allows team members to collaborate effectively and work together to provide responses and support to customers. The emphasis is on fostering seamless and collaborative communication to enhance the customer service experience.
Help Scout is unique in the way it combines help desk functions with Customer Relationship Management (CRM), offering the benefits of both in one platform. This makes it a solid choice for companies seeking to enhance their customer service without the need for separate systems. It allows organizations to provide excellent support while also keeping track of customer interactions effectively. Consequently, Help Scout is a practical solution for companies aiming to improve their customer service and manage customer relationships efficiently.
To establish a new mailbox in Help Scout, begin by accessing the "Manage" section within your Help Scout account. From there, navigate to "Mailboxes" and click on the prominent "New Mailbox" button highlighted in blue. Here, you can input your preferred email address and assign a name to the mailbox. This action will generate a dedicated email address within your Help Scout subdomain, ready for use as an independent communication channel.
Complete Help Scout to Help Scout Import in Several Clicks
Import your business records from Help Scout to Help Scout without difficulty with no disarranging from what actually matters — setting right your customers’ issues. Help Desk Migration service manages all the work behind the scenes whilst you simply enjoy respond to your clients tickets your chosen platform.
Get more useful guides about data import and export
Willing to know more about help desk records import and support service enhancement? Surf our resources.
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