Optsy to SherpaDesk
migration service

Trouble-free , no special expertise or coding required. A complete Optsy to SherpaDesk data migration tool.

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Secure and Safe
Your passwords along with records are safe with us and will be used for import only.
Quick and Easy
Help Desk Migration does not require any special expertise or knowledge to get started with the migration.
Full & Precise
We've considered all major peculiarities of different helpdesks to help you accurately and efficiently migrate large volumes of data

Why you should use Help Desk Migration to switch from Optsy to SherpaDesk

Castle gates

Strong security of your data

The migration is performed over a secure connection, and all your credentials will instantly be removed 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 care 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 letting you make sure that the records end up in the right places in SherpaDesk.

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Maintained association between object and people

When migrating your records from Optsy to SherpaDesk we keep all relations between tickets and their corresponding contacts, attachments, etc., thus retaining the history info.

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Relations illustration

What you may migrate from Optsy to SherpaDesk

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 SherpaDesk work

  • Get ready

    Sign up and go to our migration service.

  • Connect Optsy

    Select and connect your Optsy service desk with HDM.

  • Connect SherpaDesk

    Grant the right to access your SherpaDesk account.

  • Detail your business needs

    Let us know what parts of your migration you wish to tweak

  • Have your needs estimated

    We'll analyze your application and send you with a the overall cost and a scope of tasks.

  • Migrate from Optsy to SherpaDesk all data

    Migrate 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 strategies to secure 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 for yourself that moving from one help desk to another is easy even if you're not computer savvy.
Start an automated migration

Let an expert run your SherpaDesk import

Our team would be more than happy to run a customized migration if you have special requirements.
Get a price estimation

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