Optsy to Salesforce Service Cloud
migration service

Extremely easy , no special know how or programming required. A complete Optsy to Salesforce Service Cloud data migration instrument.

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Secure and Reputable
Your passwords along with data are safe with us and will be used for import solely.
Quick and Understandable
Help Desk Migration does not require any special competencies or knowledge to begin the the migration.
Full & Accurate
We've handled all significant peculiarities of various helpdesks to let you accurately and efficiently migrate large loads of information

Why you should use Help Desk Migration to migrate data from Optsy to Salesforce Service Cloud

Castle gates

Strong security of your records

The migration is carried out over a protected connection, and all your credentials will automatically be deleted after you complete the data migration.

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Automatic data migration wizard

With Help Desk Migration it certainly is simple to move your customer service to a new helpdesk without involving the IT department

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Wizard window
Mapping fields window

Upper-level data mapping

Our system allows mapping standard and even custom fields , thus helping you to be sure that the records end up being in the right destinations in Salesforce Service Cloud.

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Maintained connectivity between object and people

When migrating your records from Optsy to Salesforce Service Cloud we maintain 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 Salesforce Service Cloud

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 Salesforce Service Cloud work

  • Get ready

    Start with creating Agent profiles and all needed custom fields in your new help desk. Now, get started on migrating your data from Optsy to Salesforce Service Cloud.

  • Connect Optsy

    Complete the form with necessary credentials to permit our data migration tool to access data from your current help desk.

  • Connect Salesforce Service Cloud

    Do the same action to integrate our service with the new help desk and thus make it possible to import the data.

  • Choose objects

    Choose the records you need to migrate and set the ticket fields mapping, so the records could be moved according to your needs

  • Migrate small amount of data

    Try our Free Demo Migration to see how the records migrate. You will be able to browse 20 tickets in your new help desk in a few minutes!

  • Migrate to Salesforce Service Cloud everything

    When everything's tested, determine a quiet time with the minimal load on the support team and start migrating from Optsy to Salesforce Service Cloud.

Your data is in good hands

We take the privacy of your data seriously, so we apply, 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 clients

Migrate the records automatically

See for yourself that switching from one help desk to another is simple even if you're not computer savvy.
Start an automated migration

Let a pro perform your Salesforce Service Cloud import

Our team would be more than happy to perform a custom migration in case you have specific demands.
Get a price estimation

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