Automated options
Flexible Help Desk Migration Options
Take control of your data transfer with customizable help desk migration options. Move exactly what you need while keeping your workflow clean and organized.
Rated 4.9/5 for customization flexibility
Based on 100+ reviews
1-Click Setup
Enable or disable all features with a single click—no manual setup or support tickets needed.
Test for Free During Demo
Explore migration options risk-free with a Free Demo. Try any feature and see what works best for your setup.
Optimize Your Migration Workflow
Save hours of cleanup with smart customization. From skipping old files to tagging migrated tickets, every option helps you streamline the move.
Customize Your Data Using Help Desk Migration Options
Your migration should fit your workflow, not the other way around. Our help desk migration options let you tailor every detail with custom settings built directly into the Migration Wizard. Choose options designed for tickets, customers, organizations, and articles. Try them in a Free Demo, adjust as needed, and start your Full Migration.
Add a new tag to tickets
Easily label migrated tickets with custom tags.
Apply a custom tag to every ticket during migration to keep your records organized from the start. You can add one tag or multiple ones if needed. This ensures visibility for your support team and makes post-migration reporting easier.
Common use cases:
- Tag each source to track ticket origins.
- Organize data from multiple mailboxes or projects.
- Separate incoming and existing tickets when combining platforms.
Migrate inline images as attachments
Never lose visual context during migration.
Have your ticket context intact by migrating inline images as attachments. If your target platform doesn’t support inline images, or your source platform will soon become unavailable, this option downloads each image and stores it directly in the ticket. Screenshots, visual instructions, and notes stay fully visible and accessible on your new help desk.
Common use cases:
- Retain customer-provided screenshots.
- Preserve troubleshooting visuals.
- Maintain training references and guides.
The migration went perfectly. The process is so easy, and the support we got from the team was amazing.
Elias Bjornsson,
CTO
We felt cared for, valued, and prioritized throughout the migration process.
John Evans,
IT Director
Working with Help Desk Migration, we were able to deliver highly customized solutions.
Ricardo Vega,
Co-Founder
Transfer call recordings from Zendesk, Dixa, or Gladly
Bring your full customer history, including calls.
Bring all customer call recordings into Zendesk, Dixa, or Gladly as ticket attachments. This option ensures training materials, compliance data, and conversation history remain available. Your agents can listen back whenever they need to.
Common use cases:
- Preserve full ticket conversations, including call recordings.
- Maintain compliance, training, and quality control records.
- Keep call history easily accessible for future reference.
Skip Attachments
Reduce data load and save time.
Speed up migration and save storage by excluding attachments you no longer need. In the Migration Wizard, choose to skip all attachments or filter out files from older tickets—like those untouched for 6, 12, or 24 months. The tickets still migrate fully, just without the bulk files, keeping your new system lean and efficient.
Common use cases:
- Speed up large migrations by prioritizing recent uploads.
- Avoid storage overages on your target platform.
- Skip outdated attachments your team no longer needs.
Migrate the Newest Records First
Prioritize what matters most.
Keep your team productive from day one. With this migration option, the latest tickets appear in your new platform immediately, so agents can respond to current issues without waiting. Older tickets follow in order, ensuring a smooth, organized migration. This option works only during a Full Migration.
Common use cases:
- Keep user support active with smaller ticket moves.
- Test and train on active tickets before the Full Migration.
- Run a Full Migration with minimal downtime.
Test and Optimize Your Migration
Try a Free Demo to explore every migration option. From tags and attachments to side conversations and multilingual content, check exactly how your data will transfer.
Migrate contact and organization records associated with tickets
Move only the data you actually use.
Transfer only the contacts and companies that your team actually uses. If a record isn’t linked to any ticket, conversation, or problem, it stays behind. This makes your migration faster, reduces unnecessary storage, and helps your new platform start clutter-free.
Common use cases:
- Exclude customers without a ticket history.
- Remove outdated or inactive organizations.
- Optimize your database for speed and efficiency.
Select Records for Demo
Test specific tickets or articles of your choice
Choose the exact tickets and articles you want to test — whether that’s tickets with attachments, articles with formatting, or cases containing sensitive data. Select up to 20 of each and see how they appear in your target platform. By previewing specific scenarios, you can confirm everything migrates correctly before running the Full Migration.
Common use cases:
- Preview ticket types with attachments, tags, or side conversations.
- Check formatting on complex help center articles.
- Test specific scenarios before running your Full Migration.
70+
Supported help desk platforms
60k+
Migrations done and counting
4.9/5
Average satisfaction score across review platforms
10x
Faster than manual data transfer
Import Zendesk Ticket Side Conversations
Preserve collaboration threads.
Don’t lose your team’s internal threads during migration. With this option, side conversations transfer along with their tickets, appearing as private comments. Your team keeps escalation notes, vendor discussions, and collaboration history without extra copy-pasting.
Common use cases:
- Keep side conversations for team collaboration.
- Preserve escalation threads, notes, and discussions.
- Retain internal chats after Zendesk access ends.
Migrate Articles in Multiple Language Versions
Support global audiences without disruption.
Bring all versions of your multilingual knowledge base into your new help desk. In the Migration Wizard, enable this option to transfer every translation tied to the same article ID. Your global users continue seeing localized content without gaps or missing languages.
Common use cases:
- Keep all translations in your knowledge base.
- Avoid re-translating articles from scratch.
- Ensure localized content stays available after migration.
Update Cross-Links Between Articles
No broken links, seamless navigation.
Ensure your knowledge base stays fully connected. The option automatically replaces old URLs with the correct ones on your new platform, so readers never hit a broken link. Even multilingual versions stay properly linked, giving you a seamless, ready-to-use knowledge base.
Common use cases:
- Preserve internal links between articles.
- Skip manual URL updates.
- Update cross-links in multilingual content automatically.
Ready to Customize Your Migration?
With migration options built to fit your workflows, you can transfer only what matters and skip the rest.
Frequently Asked Questions
Help Desk Migration Options
They’re customization settings that let you adjust what data is transferred—such as tagging, skipping attachments, or prioritizing newer records. Activate all migration options with a single click during setup.
Yes. You can test most help desk migration options during the Free Demo Migration. Just select them in the Options window. The only exception is “Migrate the newest records first”, which is available exclusively during the Full Migration.
Most migration options will affect the final cost of your Full Migration, depending on the data volume and complexity. The Demo Migration is always free, so you can explore each option before deciding.
Absolutely. Use the “Skip attachments” option to exclude files you don’t want to transfer. You can also select a time range to skip attachments from specific periods.
Not at all. The Migration Wizard explains each help desk migration option clearly. Just check the box to enable any feature—no coding, scripts, or technical setup required.
Use the “Migrate only records related to other entities” option to exclude unused or orphaned data. For example, migrate only customers and organizations that are linked to tickets or conversations.