Effortless HelpSpot to CSV data migration service
Encrypted conversations, secure servers, up-to-date authorization ways
Automated method, no operations time-out, excluded workflow breaks
Deal charging to guarantee an opportunity + fee balance
Clients among various areas lean on our service
Data migration timeline: 1-2 weeks
Preparation
Project and Requirements Evaluation
Initiate your transition by determining Source records, procedures, and applications. Review data filtering and field matching to the Target. Make a movement tactic, including the outline and reps coaching.
Security and Compliance Review
Confirm data adheres to security requirements. Configure permissions and access controls to safeguard the migration.
Migration
Data Mapping and Customization
Connect records fields among your Source and Target. Opt for in-built custom settings from the list or discuss particular tailoring for the data migration.
Demo Migration
Run a test Demo to identify how the transmit solution functions. Review results and tweak mapping as you wish.
Data Verification
Check all transmitted records in the Target is precise, complete, and adequately formatted.
Full Data Migration
Move all required records, consisting of tickets, contacts, attachments, and linked records.
Delta Migration
Catch any newest or updated records that tweaked for the duration of the Full data replication.
Interval Migration*
Data transfer can be interrupted and resumed to align with your schedule, with no service disruption. You can pause up to five times for a duration of five days each, arranged by our sales team during operating hours.
Post-Migration Phase
Go Live
Roll out the Target for all customer service agents. Turn off the Source if required and preserve data backups.
What Entities Can You Migrate from HelpSpot to CSV ?
With our Migration service, you can simply import and export huge portions of various data types to or from HelpSpot to CSV. Check out the set of data types you can migrate using automated tool without extra assistance from tech service reps.
Do you look for certain HelpSpot to CSV migration inquirements?
Drop us a line for a nonstandard data import.
| HelpSpot objects | CSV objects | |
|---|---|---|
| Help desk | ||
| Categories | Departments | |
| Staffs | Agents | |
| Customers | Contacts | |
| Requests | Tickets | |
| Knowledge Base | ||
| Books | Categories | |
| Chapters | Folders | |
| Pages | Articles | |
Why transfer with Help Desk Migration?
No downtime
Import records effortlessly - ensure workflows on track and serve customers effectively.Enhanced efficiency
Seamlessly transfer data and arrange predefined and custom fields with the out-of-box Migration Wizard.Easy ticket migration
The Migration Wizard shifts tickets and all associated data, preserving the data structure unaffected on the Target.Always here for you
Our support agents is equipped to help you by means of chat, email, or phone.Detailed movement planning
Managers will develop a well-defined plan for data import, securing a efficient process and protected data.Custom options available
Decide on pre-designed options or inquire about specific adjustments, and we'll confirm your data is preserved.
How HelpSpot to CSV Data Migration Flows
Our automated migration solution allows you import and export data in five simple moves. If you’re managing a unique data structure, feel free to choose our adjusted mode. We’re in place to follow your distinct needs.
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
Enhance Your HelpSpot to CSV Migrate
with These Options
Have a seamless data replication experience that aligns your company’s needs. The Help Desk Migration service brings features to enhance you to accomplish your customer service data movement in the most suitable route.
Bypass attachments
Does your destination customer service tool provide compact data storage? Omit attachments, especially if your historical data lose no track of processes without them. The data import time will decrease considerably.
Employ the attachment feature to Import inline images
Export the images fixed into tickets as attachments. The data import and export time might go up, but the images will be moved to a new platform.
Demo with custom data: Pick 20 entities for import
If you expect to check how handpicked entities will look like in the expected help desk, schedule this free custom Demo and appoint 20 entities for a import.
Transfer newest data first
Opt for this feature to move your most recent records in a chronological flow, from newest to oldest. The option is applicable exclusively to Full Migration.
Fix on your target goals. We'll deal with the heavy lifting
Our automated migration tool offers an effective solution, whether you’re importing your customer support operations from HelpSpot to CSV. With just a few clicks, your support service platform will be ready to perform on a selected solution — no need to suffer any interruption!
Data import with security standards
Help Desk Migration Wizard handles your customer service data is secure throughout the import or export process. To ensure the maximum security of your data whether they are in import or at rest, we apply established runthrough. Here is encompassed controlling proper security analysis, retaining our servers secured, meeting many regulations, and more.
Move ahead with the migration tool that clients recommend
With numerous efficient data imports done by our Migration Wizard, our migration service has obtained many service-linked awards and inspiring feedback. And our goal of quality does not end there. Help Desk Migration team continue to develop our app and move forward new features to ensure we’re including all your import and export inquirements.
Apply clear mapping to cover your most complex needs
Our solution will relieve you from copy pasting help desk data or making missing fields along HelpSpot to CSV migration. Our tool empowers you map record fields and tailor your data migration. This will preserve the original structure of your data smoothly on your part.
Select a suitable time for data import
Get going by the help desk import whenever it fits into your operations. Get going by exporting historical data and continue with set up the Delta feature to import your during migration changed data. Then, relax and empower our Migration Wizard make the rest.
Work with a support agents you can completely be sure of
Don’t worry about fighting hardships when performing your Supported Platform data import and export. Help Desk Migration support representatives is in place to work with you with any issues. With years of well-done data export/import familiarity, they can resolve any hardship connected with your help desk migration or even supply assistance throughout the whole data migration.
Your Help Desk Data Import and Export is the Whole Way Long
Applying Help Desk Migration solution, don't worry about security of valuable data. We commit to the latest recommendations, run constant improvements, and invariably examine all servers.
We apply a strict two-factor authentication policy
Our Migration Wizard takes advantage of two-factor authentication. Moreover, your company representatives can only import from HelpSpot records if they have admin access. United, these safeguards eliminate the risk of data leakage.
Three-layer data protection
Help Desk Migration provides 3 levels of business records protection. At the physical layer, we cover our data hosting facilities from any intrusion. At the application level, we prevent any prohibited access to your records on our service. And, last but not least, on the network layer, we protect our networks from digital attacks.
We satisfy security levels
We secure your records based on all integral security principles. Our Help Desk Migration service holds an comprehensive portfolio of compliance, and we continue growing it. At the moment, we correspond to GDPR, CCPA, HIPAA, PCI (Level 1), and other data safety fundamentals.
How much does HelpSpot to CSV data migration cost?
How much will you need to invest in the switch from HelpSpot to CSV? The cost will mostly lean on the data volume you require to migrate, the complexity of your requirements, and the features you’ll choose or customizations you’ll inquire. Run a Free Demo to test the Migration Wizard performance and learn how much your migration will cost.
Run a Demo to get the priceFeedback encourages us upgrade our tool: Some words 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
All-packed HelpSpot to CSV Import in a Few Clicks
Import your business records from HelpSpot to CSV efficiently and with no disrupting your ultimate purpose of settling your clients’ requests.
Find out more useful guides about data migration
Willing to know more about help desk records import and export and customer service enhancement? Check out our blog.
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