Optsy to CS for SharePoint
migration service

Trouble-free , no special expertise or programming required. A complete Optsy to CS for SharePoint data migration tool.

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Trustworthy and Safe
Your passwords along with records are safe with us and will be used for import solely.
Fast and Easy
Help Desk Migration does not require any specific expertise or knowledge to begin the the migration.
Complete & Precise
We've considered all major peculiarities of various helpdesks to let you accurately and efficiently migrate large amounts of data

Why you should use Help Desk Migration to switch from Optsy to CS for SharePoint

Castle gates

Strong safety of your data

The migration is done over a secure connection, and all your credentials will instantly be deleted after you complete the data migration.

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Automatic data migration wizard

With Help Desk Migration it is easy to transfer your customer service to a new helpdesk without involving the IT department

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Wizard window
Mapping fields window

Excellent data mapping

Our system allows mapping standard and custom fields , thus helping you to make sure that the records end up being in the right places in CS for SharePoint.

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Sustained association between object and people

When migrating your records from Optsy to CS for SharePoint we keep all connections between tickets and their respective contacts, attachments, etc., thus retaining the history info.

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Relations illustration

What you may migrate from Optsy to CS for SharePoint

Help Desk Objects
  • Tickets

    with replies, notes and attachments

  • Contact
  • Companies
  • Agents
  • Agents Groups
Knowledge Base Objects
  • Articles

    with images and attachments

  • Categories
  • Folders
96% of users love our service

We’re recognized for best support,
usability, and high ROI
in cloud migration.

In what way does data migration from Optsy to CS for SharePoint work

  • Get ready

    Sign up and go to our migration software.

  • Select and link your Optsy service desk with HDM.

  • Connect CS for SharePoint

    Give access to your CS for SharePoint account.

  • Describe your business needs

    Let us know exactly what elements of your migration you wish to adjust

  • Have your preferences estimated

    We shall investigate your case and send you with a price and a scope of tasks.

  • Migrate from Optsy to CS for SharePoint everything

    Move all your customer support records in a single push.

Your data is in good hands

We take the safety of your data seriously, so we utilize, as well as develop our own, best practices and techniques to protect it.


Price estimation

Select your current Help Desk platform and the future one
Number of records in your current Help Desk
Help Desk Record — every single Agent, Group, Contact, Company and Ticket. If you have 10 Agents, 10 Contacts and 40 Tickets, then you have 60 help desk records.
Knowledge Base Record — every single Article, Category and Folder. If you have 5 Articles, 6 Categories and 4 Folders, then you have 15 knowledge base records.
Let's get connected
Select how you want to proceed
Option #1: fully automated process
Automated data migration
According to the platforms you've selected, you can migrate:
Option #2: Tailored to meet your needs
Customized data migration
Fulfill any specific requirements you have: filter data, migrate tickets the way you need, reassign agents and more.
What kind of customization do you need?
Please describe your needs as detailed as possible

Thanks for your request!

We'll get back to you as soon as we have the estimate ready.

Have any questions?

Hear from our happy customers

Migrate the records by yourself

See on your own that moving from one help desk to another is simple even if you're not computer savvy.
Start an automated migration

Let an expert run your CS for SharePoint import

Our team would be more than happy to run a customized migration in case you have particular needs.
Get a price estimation

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Help desk software has always been a valuable tool for any business aiming to maintain a high customer satisfaction rate. However, as the customer base and the company itself grow, some options can’t scale with the raising needs. In this case, the time for choosing a new help desk and migrating your historical data is …

Data Migration Strategies That Actually Work

Data Migration Strategies That Actually Work

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There are many reasons as to why you would want to switch to a new help desk system. It can be the fact that you’ve grown bigger or maybe your current solution is about to be dropping support. Regardless of the need, it all boils down to the fact that it is critical that you …

Help Desk Migration Checklist: Essential Steps You Should Take

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Switching help desks may feel like walking into nothingness: you don’t know what to expect and what could go wrong. There are so many technical specs on both sides, thus there’s always room for bugs or mistakes. However, with a little bit of preparation, you can mitigate some risks and make the transition much smoother. …

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