How to Plan Your Data Migration
Every help desk migration is different, and there’s no single way to run your data migration process. Make your migration planning and data importing easy with our recommendations.Request a migration plan
What Is Migration Planning?
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.
Overview of the help desk migration process and assess how to route your record transfer.
Adjust and tune the default importing to your business needs. You can filter records by various criteria, add extra tags, migrate inline images, skip attachments, migrate ticket events like private notes, and more.
Disable notifications and triggers on your Target. Arrange with our team the time when you’re going to disable triggers and automations, and reconnect communication channels.
During this stage, all your records are going to be read and then moved to your Target. So if you can’t see your data migrated after you’ve started Full Data Migration, everything is fine – the data migration is in progress.
If you decide to keep working on your Source during the migration, you can set up your Delta to transfer the new or updated data. Note: Delta migration is available in the Signature support plan only.
All your help desk data is transferred, the notifications, triggers, and communication channels are on – your Target is ready to enhance your customer support process.
Migrating a large volume of records?
Rely on the Help Desk Migration team
Still considering your migration? We can help you out – set up, customize and run your Full Migration, and you simply check the imported data. For more details - read about Concierge Migration Service.
Tips for Successful Help Desk Migration Planning and Performing
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.
Still have some questions? If you need some help with migration planning or setting up your help desk transfer, schedule a call and we’ll help you out.
Trusted by thousands of companies and support teams around the world
From startups to large enterprises, we help companies of any size to get the most out of their help desk migration experience.
What are people saying
- 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.