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HelpSite to Planio
migration service

Smooth , no special skill set or coding required. A complete HelpSite to Planio data migration tool.

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Your best tool for HelpSite to Planio data migration

No need to write a code, nor do you need a developer. Just set up your platform to platform migration in a couple of easy steps.
Save on resources
Avoid the platform analysis and tool development processes. Just decide on what data you need to transfer and start the transition when comfortable.
Simple transition process
No tech expertise needed. Just select what data will go to the new platform and enjoy the wonders happening.
Record structure maintenance
Move your help desk info in full to make sure that no ticket has lost vital customer support information.
Automated migration

Worried that you’ll need advanced skills to move your customer service data? Don’t be as we made sure that our tool is as easy to use as it can possibly be.

Connect the platforms, pick data, click ok, and you’re done!

Data maintenance

Your information migrates complete , you can take our word.

Every email, every ticket, and every little bit of info will arrive complete with its attachments, contact connections, and interaction history.

Robust protection

Your information is safe and sound with us. Not even all our team members can access to your credentials or records.

You can be certain with HDM no hacker attacks are possible.

Data mapping

Select data that will be moved by using our pre-installed data viewer.

From contacts to tickets to knowledge base articles, you will be able to pick just about everything you might actually need.

Efficient out-of-the-box solution

In just a few clicks it will be possible to select what goes where, when it goes, and in what order.

Our tech engineers considered user experience as an essential factor and made sure that you will be able to to take the full advantage of the tool easily.

Customer priority

As a data import service provider, we aim to propose the most effective migration tool. However, our priority is customer service.

As evident by our many five-star reviews on G2, we want you to have the enjoyable experience.


Reasons to use Help Desk Migration to migrate data from HelpSite to Planio

Castle gates

Strong privacy of your records

The migration is conducted over a protected connection, and all your credentials will automatically be removed after you complete the data migration.

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Intuitive data migration wizard

With Help Desk Migration it really is simple to move your customer support to a new helpdesk without involving the IT department

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Wizard window
Mapping fields window

Exceptional data mapping

Our service allows mapping standard and even custom fields , thus letting you make sure that the records end up being in the right places in Planio.

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Retained connectivity between object and people

When migrating your data from HelpSite to Planio we maintain all relations between tickets and their corresponding contacts, attachments, etc., thus retaining the history info.

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Relations illustration

What you may migrate from HelpSite to Planio

Help Desk Objects
  • Tickets

    with replies, notes and attachments

  • Contact
  • Companies
  • Agents
  • Agents Groups
Knowledge Base Objects
  • Articles

    with images and attachments

  • Categories
  • Folders
96% of users love our service

We’re recognized for best support,
usability, and high ROI
in cloud migration.

How does data migration from HelpSite to Planio work

  • Prepare

    Sign-up and go to our migration tool.

  • Connect HelpSite

    Pick and link your HelpSite service desk with HDM.

  • Connect Planio

    Grant access to your Planio account.

  • Explain your requirements

    Let us understand precisely what elements of your migration you wish to tweak

  • Get your requirements estimated

    We shall analyze your application and send you with a the overall cost and a scope of work.

  • Migrate from HelpSite to Planio all data

    Transfer all your customer support records in a single push.

Your data is in good hands

We take the protection of your data seriously, so we implement, as well as develop our own, best practices and methods to secure it.


Price estimation

Select your current Help Desk platform and the future one
Number of records in your current Help Desk
Help Desk Record — every single Agent, Group, Contact, Company and Ticket. If you have 10 Agents, 10 Contacts and 40 Tickets, then you have 60 help desk records.
Knowledge Base Record — every single Article, Category and Folder. If you have 5 Articles, 6 Categories and 4 Folders, then you have 15 knowledge base records.
Let's get connected
Select how you want to proceed
Option #1: fully automated process
Automated data migration
According to the platforms you've selected, you can migrate:
Option #2: Tailored to meet your needs
Customized data migration
Fulfill any specific requirements you have: filter data, migrate tickets the way you need, reassign agents and more.
What kind of customization do you need?
Please describe your needs as detailed as possible

Thanks for your request!

We'll get back to you as soon as we have the estimate ready.

Have any questions?

Hear from our satisfied clients

Migrate the data automatically

See yourself that switching from one help desk to another is easy even if you're not computer savvy.
Start an automated migration

Let a specialist perform your Planio import

Our staff would be more than happy to perform a custom migration if you have particular demands.
Get a price estimation

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