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Helpy to Planio
migration service

Effortless , no special knowledge or coding required. A complete Helpy to Planio data migration tool.

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Your best tool for Helpy to Planio data migration

No need to create a script, nor do you need a programmer. Just set up your platform to platform migration in a couple of easy steps.
Save on resources
Skip the platform analysis and tool development processes. Just pick customer info you need to migrate and set off with the transition immediately.
Effortless migration
No special knowledge or skill needed. Just select what data will go to the new solution and observe the miracle happening.
Record completion
Migrate your help desk info in full to ensure that no ticket has lost critical customer support details.
Automated migration

Worried that you’ll need advanced skills to move your customer service data? Worry not as we ensured that our tool interface simple to use as it can possibly be.

Attach the help desks, select records, click ok, and you’re done!

From sender information to phone number connection, your entire database will keep their previous data structure untouched.

You don’t have to worry that a part of the records will be missing and service quality will decrease. Everything will arrive how you left it.

Security is priority

Information is key which is why we created a tool that will keep your customer records intact.

Neither sophisticated electronic attacks nor physical disasters will affect your data anyhow.

You control the process

Take complete control of your customer data with our in-app data mapping solution. Choose what goes where, set priorities, and even ditch the stuff you don’t like, all within Migration Wizard.

Simple & effective

In just a few clicks you will be able to pick the data arrangement, when it starts, and how.

Our developers considered customer experience as a priority and ensured that you will be able to to take the full advantage of the tool easily.

Great service first

Outside of producing great customer service, we always aim to improve our customer service.

As a team, we want you to experience best possible service, which is why we are always putting so much effort to enhance the core experience.


Reasons to use Help Desk Migration to switch from Helpy to Planio

Castle gates

Strong security of your records

The migration is carried out over a secure connection, and all your credentials will instantly be removed after you complete the data migration.

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Intuitive data migration wizard

With Help Desk Migration it's easy to transfer your customer care to a new helpdesk without involving the IT department

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Wizard window
Mapping fields window

Advanced 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 destinations in Planio.

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Maintained connectivity between object and people

When migrating your data from Helpy 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 Helpy 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 Helpy to Planio work

  • Prepare

    Sign-up and go to our migration tool.

  • Connect Helpy

    Select and link your Helpy support desk with HDM.

  • Give the right to access your Planio account.

  • Outline your business needs

    Let us know exactly what aspects of your migration you would like to adjust

  • Get your preferences estimated

    We shall research your case and send you with a price and a scope of tasks.

  • Migrate from Helpy to Planio everything

    Transfer all your customer service records in a single push.

Your data is in good hands

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


Price estimation

Don't know how to estimate the cost of data migration?
Just check out this video for a detailed guide.

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

Let a professional run your Planio import

Our staff would be more than happy to run a customized migration if you have special requirements.
Get a price estimation

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