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How It Works

Now you can migrate data from one help desk system to the other quickly and reliably. Or import records into your desired customer service platform from any other source (i.e., CSV file or database). Help Desk Migration will allow you to complete data transfer code-free without upsetting your customers with downtimes. Check out how easy it is.

Using Migration Wizard to Move Your Data

Why Help Desk Migration?

Quick and intuitive onboarding

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.

Create custom fields while mapping

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 care about data safety

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.

Tune-up ticket field mapping

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.

Schedule help desk data migration

Importing data to a different help desk system during peak hours can disrupt your processes. Luckily, you can choose a convenient date and time for migration to make it painless for everyone.

Choose a Free Demo or a Custom Demo Migration

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.

Out-of-the-box customization

Take control over customization* and tailor your data migration painlessly:

  • Add tags to tickets to better manage new and historical data on your new platform.
  • Select tags you want in your tickets after migration.
  • Migrate inline images as ticket attachments.
  • Skip attachments to speed up your data migration.

*Supported for select platforms (with additional platforms coming soon) — contact us for more details.

Delta migration

If you don’t want to worry your customers with 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.

How to migrate help desk data

Step 1. Create an account

Sign up on our Wizard via email or use social media account — no credit card required.

Be sure to use a valid email so we can keep you informed of any updates. You can also provide a phone number for faster contact.

Step 2. Connect your current platform or source

Choose your source help desk system and provide access to your account. The requested credentials depend on which platform you currently use.

You must have admin privileges on your current platform or source in order to set up a Demo or Full Data Migration.

We don’t change or delete anything on the source platform. Read about why we request access to your account here.

We don’t share any data with third parties and we guarantee that your data is secure. See our security policy here.

Step 3. Connect the desired platform

You must have admin rights to your account on the destination system. Select the target help desk platform and provide access credentials to connect your account to our Migration Wizard.

To prevent unexpected updates in records during migration, we recommend disabling automation rules on your new help desk.

Step 4. Select data for migration

Use our migration service to transfer Tickets, Contacts, Agents, Groups, Companies, and Knowledge Base records (along with categories, sections, and articles).

The object list available for migration varies depending on your source and target platforms.

Step 4.1 Match your team

To map your support agents, click "Match items.” This will take you to a list of all agents available on the source platform. Feel free to select agents for the target platform from the drop-down menu.

The group matching option is available for help desk platforms that support groups of agents. It works the same way as agent matching — you match your groups between source and target platforms.

If you have no support reps profiles on your target, Migration Wizard fetches the account owner’s email and makes the owner the default agent.

If your current platform supports creating new agents and groups, use the "Add the same staff/group on the target" option in the Migration Wizard.

Step 4.2 Map ticket fields

To control how exactly your data is migrated, click "Match fields" and set your preferred mapping. If there are any missing fields on the target platform, feel free to create them right in Migration Wizard.

Out-of-the-box mapping of default and custom fields is an exclusive feature. The key benefit is preserving the correct structure of data on your target help desk system.

Step 5. Start Free Demo Migration

Connect your platforms, select required entities, map and match data fields, and start your Free Demo Migration.

Within a few minutes, it migrates 20 random tickets and knowledge base articles with all related records, allowing you to check the result. That’s the best way to see how Migration Wizard works.

Here’s how you can check the result of your Demo.

Payment

Step 6. Run your Full Data Migration

If the results of your test migration look good, you can proceed to payment. Once done with the payment, you can go back to Migration Wizard and start your Full Migration.

To avoid data loss or scattering, don’t change or delete any of the migrated records while your data migration is running.

Your data migration runs on our servers, so you can close the Migration Wizard tab without disrupting this process. Full Migration can take a few hours to a few days, depending on the number of records. When it’s completed, you receive an email notifying you to check the results.

What extra benefits are available?

Every data migration platform is unique, and you’ll need some help to make the process flow smoothly. Choose the support offering most suitable for your business needs.

STANDARD

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9/5 Support via email, phone & chat

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Regular SLA response time (within 24 hours)

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Dedicated support on weekends

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Data re-migration

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Delta migration

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Skipped/failed records check and migration

PREMIUM

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16/5 support via email, phone & chat

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High priority response time

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Dedicated support on weekends

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1 data re-migration within 5 days

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Delta migration

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Skipped/failed records check and migration

SIGNATURE

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16/5 support via email, phone & chat

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Highest priority response time

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Dedicated tech support on weekends/holidays

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1 data re-migration within 10 days

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1 Delta migration within 10 days

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Skipped/failed records check and migration

* price depends on the number of records in the migration

What our customers say

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Run a Free Demo Migration to give our migration tool a test drive!

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