Many business owners opt to use Freshservice in favour of Freshdesk because it has the ability to manage not only your customers but employees. It is an excellent tool for controlling your assets but chances are, you need to move your old data to the new platform to continue working as usual. Freshworks has foreseen this need and prepared two methods of how you can achieve this. Let’s take a look at both of them and see which one is the better option, as well as what are your alternatives. Let’s get started!
Differences Between Platforms
Before we jump into the process, let’s take a moment and see how each platform differs from one another. This will prove to be useful for those of you who are only thinking about migration. We’ll start with Freshservice as it is the most common destination of the two. The key difference between Freshservice and Freshdesk is that one is created to help your people, and the other is focused more on customers. Keep in mind, that this is far from the full list. There are many things we didn’t mention about each tool. But hopefully, you got the idea when to use Freshdesk and Freshservice. Let’s take a look at each more closely.
Freshservice
Those companies that are using Freshservice are typically focused on automating as much as possible. With Freshservice you can manage all your equipment, subscriptions, and, employees. By using Freshservice, business owners can identify what kind of bottlenecks they have, what makes certain tasks hard to solve, and what is your general KPI looks like.
Another important aspect of Freshservice is that most features are tailored in a way to let you automate, eliminate, or transform mundane work. Essentially, with it, you can free up some hands and let your employees focus on things machines can’t handle.
Freshdesk
Freshdesk, on the other hand, is a different kind of managing tool. While it might share a few things with Freshservice, fundamentally it aims to achieve a different goal, which is better customer service. With Freshdesk, companies are able to help consumers get better information, better solutions, and ultimately, better service. Freshdesk allows you to set up a knowledge base, a customer portal, a self-service portal among other things.
All these elements and functions are designed to help your agents solve customers' problems or answer their questions.
Ways To Migrate from Freshdesk to Freshservice
Now that you understand the key differences, let’s take a look at the migration methods. As we already mentioned, the company provides a couple of ways you can move your stuff. And that is quite literary, a couple.
Coding a Script
So, the first method involves writing a piece of code. Freshworks has its API available for anyone who wants to use it to hook up other apps and services. Now we know that it not really optimal for everyone but at least you have options. If you have a tech department then you could try and get them to write the migration script. In case you don't have in-house IT resources, you can always hire someone to do it for you. If that's not an option for you, we suggest that you use the next solution. Trying to DIY the migration will take a lot of your time, resources and learning as you go.
Asking Freshworks for Help
You can reach out to Freshworks and ask how you can painlessly move your data between their products. Chances are, they're going to recommend implementing a data migration partner. For instance, Help Desk Migration.
We have an automated data migration tool that will help you transition Tickets with all related data, and your Knowledge Base articles. You won’t be stuck waiting for someone to do it for you, nor will you have to guess the outcome of the switch. Just pick your help desk platforms, provide the necessary credentials, choose what data to migrate and call it a day.
Freshdesk to Freshservice Migration Checklist
There isn't much you have to do before you initiate a data migration with us.
- You need to create agent profiles in Freshservice before you start the migration. Make sure that their emails are the same as in Freshdesk.
- Disable the Priority Matrix in Freshservice to have the same ticket statuses as in Freshdesk. Read more.
- Disable Workflow Automator, Dispatch'r, Supervisor, Observer and Scenario Automations. That way, your customers won't receive notifications during the migration. It is also less likely that any changes to the data will happen due to active automation.
- Reach out to Freshservice team and ask to increase your API limits. This will speed up the migration process.
Migration Simplified
If you’ve been looking for an easy way to move your information from one platform to another, then you’ve come to the right place. We have performed thousands of thousands of migrations and we know each platform inside out. In case you need assistance moving from tool to another, be sure to leave us a message. Our expert will get in touch with you ASAP.
How to Migrate to a Specific Freshservice Workspace?
Help Desk Migration is a flexible tool that empowers you to control and migrate your customer service records as needed.
We've recently updated our Freshservice migration capabilities to offer even greater flexibility and convenience.
To import data from Freshdesk to one of your Freshservice workspaces, simply choose the corresponding workspace from a dropdown menu during the target platform connection.
Once Freshservice is connected and the workspace is selected, proceed to map data from Freshdesk to your chosen Freshservice workspace.
At Help Desk Migration, we're committed to making data migration painless, no matter which direction you're headed. Experience the new level of control and convenience with our Freshdesk migration update!
Frequently Asked Questions
Freshservice doesn’t offer any in-built options to import tickets, so you need to seek a third-party app. First, go to the Freshworks marketplace and choose the category Data Sync & Migration. You find a butch of apps that support migration from specific help desks or, like Help Desk Migration, from a wide range of systems.
Freshsales offers in-built options to export leads. For example, you can export a specific leader by creating a downloadable file. You will get an email with the zip file; The zip file contains your lead information. Or you can use a third-party app on the Freshworks marketplace for Freshsales Classic and Freshsales Suite.
The ticket import requires more effort, as Freshdesk does not currently have a tool to import these help desk records via a CSV format. Still, you can migrate tickets using the API. First, however, you need developer resources to build an API connection into your accounts. This way, you can import tickets into Freshdesk.
