No-code, automated Help Desk Migration service you need
Migrate data between help desks, service desks, or ITSM systems quickly and reliably. Dreading endless manual data transfer? Better choose to import records into your desired customer service platform from any other source (i.e., CSV file or database). Help Desk Migration helps you to complete data transfer code-free without your support service downtimes. Leave the data import headaches behind by moving all your help desk records with automated migration services.
Take a quick tour
Switch to your new help desk effortlessly with Help Desk Migration. Our all-in-one solution makes the transition smooth and quick.
See Help Desk
Migration in Action
Let’s see how an ecommerce store switches their support to a new help desk.
How to plan your data migration
We know that implementing or changing your help desk or service desk software has complex requirements and needs. Detailed migration planning can streamline your data importing without unexpected adjustments and bottlenecks. Here’s a game plan and our migration tool to get started.
Demo migration
Overview of the data migration workflow and assess how to route your record between the source and target platforms.
Check the mapping of required and custom fields to comply with your business needs, and identify what automated options can make your migration more efficient. Also, you’ll figure out whether you need any custom work for the automated migration workflow.
Target setup
Setting up the target platform before importing customer service data is the key to a smooth migration. It lets you map out the data structure and fields perfectly for bringing everything over.
You get time to double-check all the data and clean up anything that's not shipshape.To preserve the workflow clear during the migration, be sure to turn off the notifications. User roles and permissions? You can create profiles and lock those down in advance, too. And, of course, you can test-drive it before going live.
Team training and onboarding
Onboard your support agents with your new platform before the data migration to it. This will help them become comfortable with the new environment and reduce the learning curve once the data is imported.
Agents will have time to understand the differences between the two platforms and adapt their processes accordingly, minimizing disruptions to customer support operations.
Turn off notifications on the target platform
During the migration, the source and target will have zero downtime so that you can use any system.
If your target platform is active but you don’t use it to serve customers during the migration, be sure to turn off the triggers, automations, and notifications to avoid sending dozens of emails to customers.
If you choose to use the target platform and support your customers and don’t want to switch off triggers, automations, and notifications, use this workaround.
Start migration early
Start data migration earlier and do not drag it to the last days of using the source platform. That way, you will have a more controlled and organized process.
It gives you time to thoroughly test and validate that everything has migrated correctly to the new platform. You can catch issues early and prevent bigger headaches down the line.
Rather than a frantic big bang cutover, an early start enables a more gradual ramp up and adoption of the new platform at a sustainable pace.
Check migration results
Download and thoroughly review the data migration reports before connecting communication channels. Checking them allows you to verify the completeness and accuracy of the migrated data before going live. A little due diligence upfront prevents major headaches later!
Switch communication channels
Communication channels disconnection from the source and connection to the target should be done during non-business hours or off-peak times. Cutting over channels when customer traffic is lighter reduces the risk of disrupting ongoing conversations or losing important inquiries. This ensures a smoother experience for both customers and agents.
Turn on notifications
Re-enable any automated triggers, rules, and notifications that were temporarily paused. If you used workarounds during migration, revert those back to the standard workflows leveraging the automated notifications. Double-check that all triggers, automations, and notification rules are properly configured in the new help desk according to your requirements.
Start working on the target
Grant complete access to support agents on the target platform. If needed, provide additional training or documentation for agents to work effectively. Consider updating all relevant knowledge base articles and documentation with the new platform details. Closely monitor the new help desk platform for any issues, errors, or disruptions during the initial go-live phase.
Plan Your Migration with the Help Desk Migration Experts
Ready to make your data migration effortless?
Book a session with our specialists and get a tailored migration plan.
We take the heavy lifting of data migration
for businesses of all shapes and sizes
Help Desk Migration can solve your most complex data migration challenges within automated transfer workflow, or we can customize the flow and filter your data to ensure the ideally tailored process for your business. We know how to bridge the gap between your platforms, and you just select source, choose target and get help desk migration started.
Business type
B2B
We are a professional team who specialize in data migration and outsourcing this task to us will minimize the disruptions of your operations.
Our automated Migration Wizard leverages APIs to maintain data integrity and security compliance, ensuring no impact on your data or customer service.
Data migration is complex and time-consuming. Our tool provides quicker, accurate results so you can stay focused on core activities.
We'll advise you on optimal strategies, address potential challenges, and implement any customizations needed to align with your requirements.
You avoid costly mistakes, reduce the need for additional resources, and achieve a faster ROI. Let us leverage our knowledge to deliver a smooth, secure data migration for you.
B2C
Partnering with our migration service ensures a smooth, efficient data import while minimizing risks or disruptions to your customer support.
We help you maintain operational continuity by minimizing downtime during the data import.
Our migration services offer pre-built customization options and data filtering capabilities to tailor the migration according to your specific requirements.
While there's a price tag on outsourcing data migration services, it can actually save you more bucks than trying to do it in-house. Dodging pricey blunders, cutting down on extra resources, and hitting that ROI faster.
Let our team's specialized expertise deliver a secure, seamless data transition crafted specifically for your business needs.
B2B2C
Help Desk Migration ensures complete data integrity during the import. We minimize risks of data duplication, keeping your information fully intact.
Migrating data allows restructuring it in a more efficient manner. Our Migration Wizard's mapping and customization capabilities enhance the overall customer experience for both B2B and B2C.
Migrating data allows restructuring it in a more efficient manner. We automate the migration workflow, reducing manual effort and human error risks.
Whether legacy systems, cloud platforms, or hybrid environments - our migration services adapt to your business's specific infrastructure needs with scalability and flexibility.
Data security is paramount. We incorporate encryption, authentication, access controls and meet regulatory compliance to mitigate risks during migration.
Data Migration Stage
Looking for a platform alternative
Help Desk Migration assists businesses by analyzing requirements and recommending suitable platform alternatives. Leveraging expertise and market knowledge, it ensures that chosen platforms align with business goals, driving efficiency and customer satisfaction.
Need migration strategy
Help Desk Migration develops comprehensive migration strategies tailored to businesses' needs. This includes defining objectives, mapping data fields, and preparing teams. It ensures data integrity and quality throughout the process, minimizing resistance and disruption.
Need assistance in setting up migration
Help Desk Migration configures migration tools, sets up data mappings, and performs data migration. It offers ongoing technical support, troubleshooting, and validation services to ensure accurate and secure data migration.
Industries we are helping
- Tech and SaaS
- IT services
- eCommerce
- Hospitality
- Healthcare
- Retail
- Energy and utilities
- Manufacturing
- Business consulting
- Financial services
- Marketing services
- Media and publications
- Logistics and transportation
- Legal services
- Educational institutions
- K12Schools and K12
- Governmental services
- Nonprofit organizations
- Real estate
- Telecom
- Automotive
Help Desk Migration FAQ Section
With our automated service, you don't need coding skills or specific knowledge to migrate your help desk records. Migration Wizard will take you through a few quick steps to set up your data migration.
Are there missing fields on your target platform? There’s no need to put your data mapping on hold because of that. You can create the needed custom fields right in Migration Wizard with a click.
We have a strict security policy that includes (but is not limited to) routine audits, regular upgrades, and a protected storage center. Your help desk data is protected against any security incidents, including hacker attacks, leakages, and natural disasters. And we comply with a variety of data security regulations and keep enriching our data security portfolio.
Migration Wizard displays default and custom fields available on both source and target help desk solutions. This will allow you to map fields properly onto the target solution while making sure that the values in these fields match.
Our Free Demo Migration lets you test drive our service by importing 20 random tickets and 20 knowledge base articles. Or you can request a Custom Demo and select which tickets to migrate.
- Add tags to tickets to better manage new and historical data on your new platform.
- Select the tags you want in your tickets after migration.
- Migrate inline images as ticket attachments.
- Skip attachments to speed up your data migration.
- Migrate the newest records first.
*Supported for select platforms (with additional platforms coming soon) — contact us for more details.
If you don’t want to worry your customers about downtimes and work during data transfer, use Delta migration. It allows you to migrate only updated and new records that were created prior to migration. Consistent data without duplicates or re-migrations.
Companies often migrate their help desk systems for various reasons, such as upgrading for improved functionality, scalability, and cost efficiency. This move can also enhance support, integrate systems seamlessly, ensure compliance, address technical issues, support business growth, bolster data security, and improve user experience. Ultimately, such migrations align support infrastructure with evolving needs, fostering smoother operations and better service delivery.
Preparing for help desk migration involves several key steps. Start by setting clear objectives and assessing your current system's needs. Choose a reliable migration tool and organize your data meticulously. Keep stakeholders informed and create a detailed migration plan.
Prioritize data security and provide comprehensive user training. Test thoroughly before going live, and monitor progress closely. By following these steps, you can ensure a smooth transition to your new help desk system.
Absolutely! With Help Desk Migration, your source and target systems remain active throughout the data import process. This means you can keep using them without interruption.
Plus, if you need to work on the source platform during migration, no worries! We've got Delta migration. It lets you migrate new and changed records that happened while the full migration was in progress.
Or you can use the interval migration option that allows you to pause your help desk data migration during the workweek and resume on weekends or any other scheduling that best complies with your business needs.
In tandem with the Delta Migration – all your data is re-synced after the initial migration.
Common challenges with help desk migration include ensuring data integrity, addressing system compatibility issues, minimizing downtime, providing adequate user training, replicating custom configurations, maintaining data security, integrating with existing software, thorough testing, resource allocation, and managing change effectively. Overcoming these hurdles requires careful planning, collaboration, and communication throughout the migration process.
- Keep your notifications and triggers on during the data transfer, but employ our workaround – add a tag to the imported tickets.
- No updates to the agents, fields, etc. during the data migration. That may end in the Full Migration suspending and/or inconsistency of data on the Target.
- Avoid updating access credentials and/or API keys during the Full Data Migration because that would suspend your data importing.
- If your Source expires soon, be sure to start your help desk migration a few days before that date.
Here are the benefits of having a data migration plan:
- Structured approach: Clear steps, timelines, and responsibilities for a smooth migration process.
- Risk mitigation: Identifying and addressing potential issues in advance.
- Resource allocation: Efficient use of personnel, time, and budget.
- Minimized downtime: Less disruption to regular operations.
- Data integrity: Ensuring accurate data transfer without loss or corruption.
- Stakeholder communication: Keeping everyone informed and aligned.
- Testing and validation: Catching and fixing issues early for better quality.
- Compliance and security: Meeting regulatory and security standards.
- Documentation: Recording the process for future reference and audits.
- Scalability and future planning: Building a framework for future migrations and improvements.
Keep it smooth, keep it planned!
The key steps are selecting a new platform, support team training, Demo migration, check for the customization needs, preparing target platform, preparing team, Full migration, checking the migration results, Delta migration (if needed), and setting up communication channels, automations, and other workflows on your new platform.
Your current and desired help desk systems will have zero downtime. You can use any platform during your Full Migration.
The time of your data migration depends on the volume of objects you want to import, the size of attachments, the API limits of your Source and Target, and API specifications. To speed up your Full Migration, you can request help desk vendors to increase API limits, use the ‘Skip attachment’ option, or request custom data filtering.
You can set up your data migration, proceed with payment, and start your migration or schedule to a specific date. In case, you choose our Concierge Migration Service option, then you simply select the time and date for a start, and we handle all the rest.
Let’s do your migration planning and data transfer together!
Sign up for your Help Desk Migration account and run a Free Demo to test the service.