How It Works
Your business needs a quality help desk solution that allows providing outstanding customer service. And, Help Desk Migration helps you make the transition process fast and simple. Here’s how.
Have a complete history of interactions
with your customers in the new help desk
When repeat customers come to you with a new issue or question, all the conversation history should be at your fingertips to deliver outstanding service. Help Desk Migration service gives you the freedom to choose a help desk that meets your needs best without losing valuable customer data.
How to migrate help desk data
Step 1. Sign up your account
The first thing you need to do is register on our website with an email or using social media. When signing up with an email be sure that the email address is valid so we can reach out for you in case of any updates. Also, don’t forget to leave a valid phone number. It helps us to reach out to you even faster.
Step 2. Connect the platform you’re using now
Choose your current help desk and provide access to your account via a secure form. The credentials we request depend on the type of platform you choose. Also, make sure that your account has the admin rights to this platform, otherwise, you won’t be able to run your Free Demo.
Remember, that we don’t change or delete anything on the source platform. And here you can read why we request access to your account.
Step 3. Connect the destination platform
The same way, you will need to make sure that your account has the admin rights, select the platform you would like to migrate to and provide the credentials to your help desk account.
Disable any automation rules you have on in your new help desk to avoid updates being sent during the migration.
Step 4. Select data for migration
Now that you’ve connected both of your accounts, you need to choose what data to transition. Using our migration tool you can migrate Tickets, Contacts, Agents, Agent Groups, Companies, Replies, Notes, Attachments, and even Knowledge Base articles.
The list of the data that is possible to migrate depends on your source and target platform and can differ from the described earlier.
Step 4.1 Map ticket fields
While deciding what records to migrate, you should also review the mapping of ticket filds; and statuses of Knowledge Base articles. Out-of-the-box mapping of standard AND custom fields are an exclusive HDM feature. With it, you can be sure that everything preserves correct relation structure on your future help desk.
5. Start Free Demo Migration
When you’re ready, start your Free Demo Migration to see how it works before migrating all help desk data. It takes only a couple of minutes. Our service will choose 20 Tickets and migrate them to the platform you had chosen.
And here you can learn how to check the result of the demo.
When the preview is ready, just head over to the target platform. Make sure that all records migrated correctly.
Step 6. Proceed to the Full Data Migration
If you’re satisfied with your test migration, you now have to proceed to the payment. After you complete the payment process, go back to the Migration Wizard and start the migration.
Once started, don’t change or delete any of the migrated records, otherwise, some data may be lost or scattered!
Now, you can leave the migration running and wait for the results. The process usually takes from a couple of hours to a couple of days depending on the number of your records. As soon as the migration is over, you will receive an email notification and will be able to evaluate the outcome.
Why use Help Desk Migration?
We care about data safety
Three security layers and regular security audits ensure that your data is stored in a safe and reliable storage center. Protection from physical and electronic attacks, natural disasters, and any data breaches - all these are about our security system.
*Read our security policy for more info
Free Demo Migration
Any website user can set up a Free Demo Migration before paying a penny! Just connect your current and target platforms, choose the data to migrate and check the results in just a few clicks.
4 years of expertise
We’ve supported and completed thousands of successful data migrations for numerous businesses from all over the world. Come and join us, too!
- Having a smooth transition from Oracle Cloud to Zendesk. Amazing support and technical advice. Delivery was made according to the original project schedule. No extra charges than what was quoted.
- The customer support team were kind, professional, and efficient throughout the entire process. We changed dates of our migration on them twice, and they rolled with the punches. Great customer service.
- Did exactly what they advertised. They imported over 160,000 tickets for us from Desk.com to Zendesk. Quick support, good value and fairly priced.