Help Scout to Salesforce Service Cloud data migration made automatedly
Encoded chats, safe servers, advanced authorization methods
Automated approach, no downtime, reduced workflow breaks
Bargain charging to provide an opportunity + charge balance
Customers among various niches pick us
Data migration timeline: 1-2 weeks
Preparation
Project and Requirements Evaluation
Begin your transfer by reviewing Source data, workflows, and integrations. Review data cleansing and field mapping to the Target. Create a movement approach, featuring the framework and support reps training.
Security and Compliance Review
Make sure data adheres to safety regulations. Establish permissions and access settings to protect the migration.
Migration
Data Mapping and Customization
Match records fields amongst the Source and Target. Pick automated custom settings from the menu or request certain personalization for the record transition.
Demo Migration
Carry out a free test Demo to figure out how the replication tool works. Review results and change settings as required.
Data Verification
Review all migrated data in the Target is correct, fully captured, and properly formatted.
Full Data Migration
Shift all selected data, including tickets, contacts, attachments, and correlated data.
Delta Migration
Net any new or updated data that tweaked at the time of the Full data migration.
Interval Migration*
Data replication can be paused and restarted to cohere your schedule, with no downtime. You can pause up to five times for five days each, managed by our sales team during work hours.
Post-Migration Phase
Go Live
Present the Target for all agents. Deactivate the Source if required and store data backups.
What Sorts of Data Can You Migrate from Help Scout to Salesforce Service Cloud ?
With Help Desk Migration app, you can with no bother import and export sizable volumes of various data entities to or from Help Scout to Salesforce Service Cloud. Review the details of data entities you can import incorporating automation without extra help from tech support agents.
Do you require especial Help Scout to Salesforce Service Cloud import requirements?
Schedule a call and tell us about a personalized data import.
| Help Scout entities | Salesforce Service Cloud entities | |
|---|---|---|
| Help desk | ||
| Users | Users | |
| Companies | Accounts | |
| Customers | Contacts | |
| Conversations | Cases | |
| Knowledge Base | ||
| Collections | Top level categories | |
| Categories | Second level categories | |
| Articles | Articles | |
Why transmit with Help Desk Migration?
Without downtime
Shift records without disruption - maintain workflows efficient and assist customers without delays.Increased efficiency
Quickly move data and set up predefined and custom fields with the intelligent Migration Wizard.Seamless ticket transfer
The Migration Wizard migrates tickets and all linked records, maintaining the data structure consistent on the Target.Expert support
Our support crew is prepared to guide you through chat, email, or phone.Effective transfer framework
Our migration experts will formulate a comprehensive plan for data import, guaranteeing a seamless process and secure data.Flexible customizations
Pick pre-built options or seek specific adjustments, and we'll make sure your data is correct.
How Does Help Scout to Salesforce Service Cloud Data Migration Go?
You can carry out data import in five simple steps, with our automated migration service. However, if you have unique requirements or a unique data structure, feel free to go with a custom way.
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 Salesforce Service Cloud Export
with These Features
Acquire a automated data transfer experience that corresponds your business requirements. The Help Desk Migration service brings functions to empower you to achieve your customer service records transfer in the smooth mode.
Leave behind attachments
Does your future help desk system offer definite data storage? Skip attachments, especially if your historical data drop none of its value without them. The migration time will scale down remarkably.
Import inline images as attachments
Migrate the images embedded into tickets as attachments. The data import time might go up, but the images will never disappear along with the current a new support service platform.
Test drive our Demo with custom records by copying 20 entities
If you need to see how chosen entities look like in the future help desk system, kick off this free custom Demo and pick 20 entities for a test.
Move newest data first
Opt for this option to import your newest records in a chronological flow, from most recent to oldest. This custom feature is exclusive to Full Migrations.
Put mind to your main tasks. We'll take the heavy lifting
Whether you’re moving from Help Scout to Salesforce Service Cloud, call into play our automated migration service. It will permit you to import all your records to a future help desk system in just a few clicks. Thus, you will receive your migration done in a timely fashion without putting pivotal projects without putting it off.
Data import and export complies with security requirements
The Migration Wizard will includes measure for ensuring your data security during all phases of the migration process. To ensure the maximum guard of your records whether they are in import or at rest, we implement valid runthrough. These contain handling constant security analysis, reserving our servers protected, complying with many commands, and more.
Go with the migration solution that customers recommend
With a plenty of goal-achieved migrations done by our service, Help Desk migration service has earned plenty of service-linked awards and positive reviews. Besides, we don’t stop there. Because our objective is to involve nearly all of your migration requests, we continue advancing our solution and regularly enhance it with new functioning.
Benefit from intuitive mapping to deal with all your needs
Help Desk Migration tool will spare you from copy pasting records or creating missing record types during Help Scout to Salesforce Service Cloud migration. So now you can map typical and custom data fields, apart from that change your data migration right in our migration service. You retain the structure of your support service data with slight job.
Pick a fitting time for data migration
Pick the most fitting time to set up and launch the help desk migration process. Start by migrating historical records and later go for the Delta migration function to move your currently changed records. Then, relax and empower our Migration Wizard make the rest.
Work with a support pros you can completely count on
Are you encountering tasks with your Supported Platform data migration? Our support team is ready to assist you with any tasks. With lots of well-done data import and export expertise, they can sort out any task associated with your help desk migration or even offer help throughout the entire migration.
Your Help Desk Data Import is Secured at Every Stage
Help Desk Migration tool enables every import options without compromising on security. We regularly check all servers and make advancements, so that your business data is safe according to the fresh standards.
We employ a firm 2FA access policy
Help Desk Migration Wizard uses 2FA access. Besides, only your agents with admin rights can import your Help Scout records. Combined, these safeguards avoid the risk of information leak.
We employ Three-layer
We provide three levels of records security: physical (we secure our hosting facilities against physical and logical intrusion), network (we take care of our networks against digital attacks), and app (we protect your business records within our importing and exporting solution against unauthorized log in).
We follow safety fundamentals
We take care of your business records based on all essential security standards. Help Desk Migration possesses an broad portfolio of compliance, and we continue expanding it. Nowadays, we meet the demands and requirements of GDPR, CCPA, HIPAA, PCI (Level 1), and other data protection standards.
What is the cost of your Help Scout to Salesforce Service Cloud data migration?
And now to the burning question. How much will it cost to switch from Help Scout to Salesforce Service Cloud? The cost will largely lean on the data volume you need to migrate, the complexity of your demands, and the options you’ll choose or customizations you’ll ask for. Start a Free Demo to test the Migration Wizard work and find out how much your data switch will cost.
Run a Demo to get the priceReviews helps us improve our tool: Some thoughts from our 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 EscorbiacSupervisor 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 VianiAssociate 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 MustoneWoo 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 BirzuOperations 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 MilliganAssociate 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 McCabeThe 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 CassanoCustomer 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 DoulosDirector 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 EdelsteinCo-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 EscorbiacSupervisor 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 VianiAssociate 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 MustoneWoo 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 BirzuOperations 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 MilliganAssociate 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 McCabeThe 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 CassanoCustomer 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 DoulosDirector 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 EdelsteinCo-founder of UrbanYou
Find out the way to prepare for Salesforce Service Cloud data migration
Prepare for Salesforce Service Cloud data migration by checking an in-depth step-by-step guide
Packed Help Scout to Salesforce Service Cloud Import in a Couple Clicks
Import your business records from Help Scout to Salesforce Service Cloud painlessly without disturbing from what truly matters — working out your customers’ concerns. Help Desk Migration tool does all the work behind the scenes whilst you simply enjoy working with your new platform.
Get more guides about data import
Willing to learn more about help desk records import and support service enhancement? Look at our help section.
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