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Outlook to Planio
migration service

Extremely easy , no special knowledge or coding required. A complete Outlook to Planio data migration tool.

More details

The best Outlook to Planio tool made for you

There’s no need to create a script, nor do you need a developer. Just set up your platform to platform migration in a couple of simple steps.
Save on your time and money
Skip the system analysis and tool development processes. Just choose what data you need to migrate and set off with the transition when comfortable.
Simple migration
No tech knowledge or skill needed. Just select what data will go to the new system and enjoy the miracle happening.
Data completion
Move your help desk data in full to make sure that no ticket has lost vital customer service information.
Effortless process

No need to worry about coding or continuously watch each piece of info transferred.

Just link both platforms, tick what you need to migrate and let the Migration Wizard deal with the rest for you.

From sender information to phone number connection, all you records will keep their initial connections maintained.

You don’t have to worry that some records will be lost and service quality will decrease. Everything will arrive where you left it.

Security is paramount

You data is everything which is why we designed a tool that will keep your customer records untouched.

Neither sophisticated electronic attacks nor physical disasters will touch your records anyhow.

You control the process

Take complete control of your information with our internal data mapper. Pick what goes where, set priorities, and even discard the stuff you need, all within Migration Wizard.

Simple & effective

In just a few clicks it is possible to select the data arrangement, when it starts, and how.

Our software considered customer experience as a priority and made sure that it will be possible to use the system to its fullest.

Good service first

Apart from providing great customer support services, we always aim to improve our customer service.

As a company, we want you to experience friendly and helpful service, which is why we are continuously putting so much effort to improve the core experience.


Why you should use Help Desk Migration to switch from Outlook to Planio

Castle gates

Strong privacy of your data

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

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Automatic data migration wizard

With Help Desk Migration it certainly is easy to move your customer support 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 custom fields , thus letting you make sure that the records end up in the right places in Planio.

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Retained relation between object and people

When migrating your records from Outlook to Planio 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 Outlook to Planio

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 Outlook to Planio work

  • Get ready

    Sign up and go to our migration tool.

  • Connect Outlook

    Pick and connect your Outlook service desk with HDM.

  • Give the right to access your Planio account.

  • Describe your needs

    Let us know what aspects of your migration you want to modify

  • Have your needs estimated

    We shall research your application and send you with a cost and a scope of work.

  • Migrate from Outlook to Planio everything

    Transfer all your customer support records in a single push.

Your data is in good hands

We take the privacy of your data seriously, so we use, as well as develop our own, best practices and methods to secure it.


Price estimation

Don't know how to estimate the cost of data migration?
Just check out this video for a detailed guide.

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

Let a pro run your Planio import

Our team would be more than happy to run a custom migration if you have particular needs.
Get a price estimation

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