Pega Customer Service to Planio
migration service

Trouble-free , no special know how or coding required. A complete Pega Customer Service to Planio data migration tool.

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Risk-free and Reputable
Your passwords along with data are safe with us and will be used for import only.
Effective and Understandable
Help Desk Migration does not require any specialized competencies or knowledge to get started with the migration.
Optimal & Accurate
We've considered all significant peculiarities of different helpdesks to let you accurately and efficiently migrate massive loads of information

Why you should use Help Desk Migration to migrate data from Pega Customer Service to Planio

Castle gates

Strong privacy of your records

The migration is done 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 is simple to move your support 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 even custom fields , thus letting you make sure that the data end up being in the right destinations in Planio.

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Retained relation between object and people

When migrating your records from Pega Customer Service to Planio we maintain all relations between tickets and their respective contacts, attachments, etc., therefore retaining the history info.

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Relations illustration

What you may migrate from Pega Customer Service 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 Pega Customer Service to Planio work

  • Get ready

    Sign-up and go to our migration tool.

  • Opt and link your Pega Customer Service support desk with HDM.

  • Give access to your Planio account.

  • Clarify your needs

    Let us understand precisely what parts of your migration you need to tweak

  • Get your needs estimated

    We will analyze your case and send you with a price range and a scope of work.

  • Migrate from Pega Customer Service to Planio everything

    Transfer 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 apply, as well as develop our own, best practices and methods 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 yourself that switching from one help desk to another is easy even if you're not computer savvy.
Start an automated migration

Let an expert perform your Planio 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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