HelpSpot to Salesforce Service Cloud data migration made automatedly
Encoded communications, secure servers, newest authorization mechanisms
Automated method, zero downtime, reduced workflow pauses
Fair pricing to ensure a feature + cost balance
Businesses across various industries lean on our solution
Data migration timeline: 1-2 weeks
Preparation
Project and Requirements Evaluation
Initiate your migration by assessing Source data, operations, and integrations. Evaluate data cleaning and field mapping to the Target. Formulate a replication approach, including the framework and agent coaching.
Security and Compliance Review
Make sure data complies with security standards. Establish permissions and access controls to protect the transfer.
Migration
Data Mapping and Customization
Match data fields between the Source and Target. Define automated custom settings from the set or request distinct tailored adjustments for the record migration.
Demo Migration
Initiate a trial Demo to see how the movement service operates. Check results and adjust mapping as necessary.
Data Verification
Verify all transferred data in the Target is correct, complete, and properly structured.
Full Data Migration
Replicate all chosen data, covering tickets, contacts, attachments, and linked data.
Delta Migration
Catch any fresh or updated data that changed during the Full data migration.
Interval Migration*
Data transition can be halted and resumed to suit your timeline, with no downtime. You can stop up to five times for five days each, adjusted by our sales crew during operating hours.
Post-Migration Phase
Go Live
Present the Target for all users. Decommission the Source if needed and save data backups.
What Types of Records Can You Migrate from HelpSpot to Salesforce Service Cloud ?
With Help Desk Migration Wizard, you can easily migrate solid amount of varied data types to or from HelpSpot to Salesforce Service Cloud. Examine the parameters of data entities you can migrate incorporating automated service without any assistance from tech service reps.
Do you need nonstandard HelpSpot to Salesforce Service Cloud migration requirements?
Let's discuss your specific needs for a custom data import.
HelpSpot entities | Salesforce Service Cloud entities | |
---|---|---|
Help desk | ||
Staffs | Users | |
Customers | Contacts | |
Requests | Cases | |
Knowledge Base | ||
Books | Top level categories | |
Chapters | Second level categories | |
Pages | Articles |
Why transfer with Help Desk Migration?
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No downtime
Transfer data seamlessly - maintain workflows on track and aid customers without delays. -
Increased efficiency
Quickly migrate data and map default and personalized fields with the smart Migration Wizard. -
Seamless ticket retrieval
The Migration Wizard transmits tickets and all related records, maintaining the data structure unaffected on the Target. -
Expert support
Our support crew is ready to assist you through chat, email, or phone. -
Effective migration planning
Managers will create a clear plan for data import, guaranteeing a smooth process and safe data. -
Custom options available
Select automated options or request customization, and we'll confirm your data is on point.
How Does HelpSpot to Salesforce Service Cloud Data Migration Perform?
You can carry out data migration in a few simple actions, applying our automated migration tool. However, if you have special needs or a distinct data structure, feel free to go with a custom mode.
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
Improve Your HelpSpot to Salesforce Service Cloud Move
with These Functions
Leverage a tailored data replication experience that meets your company’s preferences. The Help Desk Migration service brings functionalities to enhance you to accomplish your support service records transmitting in the smooth manner.
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Leave behind attachments
Does your targeted support service platform deliver definite data storage? Bypass attachments, specially if your current data lose no track of processes without them. The data import time will trim remarkably.
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Take advantage of the attachment option to Migrate inline images
Import the images added into tickets as attachments. The migration time might be longer, but the images will never disappear along with the existing a destination help desk solution.
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Demo with custom data: Handpick 20 entities for migration
If you want to see how selected entities will look like in the expected help desk solution, start this free custom Demo and pick 20 entities for a free test.
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Move newest records first
Choose this castomization to import your most recent records in a chronological order, from most recent to oldest. The option applies only to Full Migration.
Your Help Desk Data Migration is Secured at Each Step
Help Desk Migration tool provides every import functions without compromising on security. We constantly audit all systems and make improvements, so that your data is safe matching to the fresh standards.
We employ a stringent 2FA access policy
Help Desk Migration Wizard applies 2FA access. Besides, only users with admin rights can migrate your HelpSpot data. With these safety functions arranged, you won’t have to worry about data leak.
We apply 3-layer
We provide 3 levels of records protection: physical (we protect our hosting facilities against physical and logical intrusion), network (we secure our networks against digital abuse), and application (we secure your data within our importing platform from prohibited entry).
We meet industry-standard regulations
We secure your records based on all key security levels. Help Desk Migration service possesses an broad list of compliance, and we keep expanding it. Presently, we meet the demands and requirements of GDPR, CCPA, HIPAA, PCI (Level 1), and other data security levels.
What is the cost of your HelpSpot to Salesforce Service Cloud data migration?
And now to the burning question. How much will it cost to switch from HelpSpot to Salesforce Service Cloud? The price will largely depend on the records volume you need to move, the complexity of your specifications, and the features you’ll select or custom work you’ll inquire. Run a Free Demo to test the Migration Wizard work and learn how much your migration will cost.
Run a Demo to get the priceReviews inspires us advance our service: Few thoughts from our customers
Packed HelpSpot to Salesforce Service Cloud Migration in a Few Clicks
Migrate your business records from HelpSpot to Salesforce Service Cloud efficiently with no disarranging from what actually matters — dealing with your clients’ matters. Help Desk Migration tool handles all the work behind the scenes while you simply enjoy working with your new platform.
Find out more tips and tricks about data migration
Willing to know more about help desk platforms import and export and customer service enhancement? Check out our resources.
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