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Kustomer Data Migration Becomes Available with the HDM Service

Have you been using Kustomer and now decided to migrate your data to any other platform of your choice? Or would you like to become the Kustomer service desk’s customer and transfer your records to it?

Well, our technical team will be glad to help you out in both cases, as we have recently added the possibility to migrate your data to and from the Kustomer platform when using the Help Desk Migration service. Keep reading this article to learn more.

What is Kustomer

As the Kustomer’s website suggests, it is a customer service CRM platform that is built for managing high support volume effortlessly. Having AI and process automation, Kustomer is a platform that eliminates such menial work as sending simple responses, and, thus, allows your team to focus on the hard tasks and boosts its efficiency. Moreover, such features as omnichannel communication and automatic routing of conversations contribute to the Kustomer’s benefits.

In simple words, Kustomer is a service desk that aims to make your customers happier.

What entities can migrate to and from Kustomer

Let’s figure out what kind of data can be imported to and exported from the Kustomer platform with the Help Desk Migration service.

Here is the list of entities that can be transferred to Kustomer from another platform that you have been using:

  • Tickets (together with "Created at" and "Closed at" Dates)
  • Ticket Tags
  • Contacts
  • Organizations
  • Agents
  • Groups
  • Attachments
  • Public and Private Notes (together with "Created at" Dates and Comment Authors)
  • Custom Fields
  • Knowledge Base Articles

Speaking about the data migration from Kustomer to other supported platforms, here is the list of entities that we can export:

  • Tickets (together with "Created at" and "Updated at" Dates)
  • Contacts
  • Agents
  • Groups
  • Attachments
  • Public and Private Notes
  • Custom Fields
  • Knowledge Base Articles
  • Tags

As you can see, the list of data that we can import to and export from Kustomer is pretty extensive and contains the core entities that you might need. However, in case you have any specific wishes concerning the transferring process, contact us and discuss a possibility of a customized migration so that we will look deeper into your case and try our best to help you out.

How data migration works

Once we have deciphered what entities can migrate to and from Kustomer, it’s high time to learn how the data migration works. Check the following guide on how to set up the transferring process:

1. Go to the Migration Wizard page and start a new data migration.

2. Select a source platform you would like to migrate from.

3. Choose a target platform you would like to migrate to and type in all the necessary credentials. Without them, the migration process is not possible.

Migrate to Kustomer Screenshot

4. Select the type of data you would like to export from your current platform.

Selecting Objects Screenshot

5. Map the fields and make sure that both help desk records and knowledge base records will migrate to the corresponding fields on a new platform.

Mapping Fields for Help Desk Objects Screenshot

Mapping Field for Knowledge Base Objects Screenshot

6. Start the demo migration. Once it is complete, carefully check whether the entities got transferred accordingly. You can use our detailed guide on how to check the result of the Free Demo Migration.

Demo is Complete Screenshot

Note: Go to the next step only if you are satisfied with the outcome of the demo migration. In case anything migrated not the way you wanted, drop us a line immediately.

7. Proceed to payment and initiate the Full Data Migration to get all the necessary records transferred.

That’s it! Enjoy using your new platform!

Let’s migrate your records!

Now you know what data you can transfer to or from Kustomer and how you can do it with the Help Desk Migration service. Just in case you have any additional questions, feel free to contact us and start the demo migration.

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