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Planio to CHERWELL SOFTWARE
migration service

Extremely easy , no special know how or coding required. A complete Planio to CHERWELL SOFTWARE data migration instrument.

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The best Planio to CHERWELL SOFTWARE tool made for you

There’s no need to write a code, nor do you need a programmer. Just perform your platform to platform migration in a couple of easy steps.
Save on your time and money
Avoid the system analysis and script development processes. Just pick customer info you need to migrate and start the transition right away.
Easy transition process
No specific expertise needed. Just pick what data will go to the new solution and observe the miracle happening.
Data structure maintenance
Transfer your help desk info in full to ensure that no ticket is missing critical customer support details.
Automated tool

Worried that you’ll need special skills to move your customer service data? Worry not as we ensured that our tool user friendly as possible.

Attach the help desks, select data, click ok, and the migration is ready!

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

You don’t have to worry that a part of the info will be missing and service quality will decrease. Everything will be waiting for you where you left it.

Security is paramount

You data is everything which is why we developed a tool that will keep your data safe and sound.

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

Data mapping

Choose information that will be moved by using our pre-installed data viewer.

From contacts to tickets to help center solutions, you will be able to pick anything you might ever need.

Efficient out-of-the-box solution

In just a couple of clicks you will be able to pick the data arrangement, when it goes, and in what order.

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

Good service first

Outside of providing great customer support services, we always strive to develop our customer service.

As a team, we want you to enjoy best possible service, which is why we are continuously making great strides to increase the core experience.


Why you should use Help Desk Migration to migrate data from Planio to CHERWELL SOFTWARE

Castle gates

Strong safety of your records

The migration is carried out over a protected 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 certainly is simple to transfer your support 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 letting you be sure that the records end up being in the right destinations in CHERWELL SOFTWARE.

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Sustained connectivity between object and people

When migrating your records from Planio to CHERWELL SOFTWARE we maintain all relations between tickets and their respective contacts, attachments, etc., thus retaining the history info.

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Relations illustration

What you may migrate from Planio to CHERWELL SOFTWARE

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 Planio to CHERWELL SOFTWARE work

  • Get ready

    Start with setting up Agent profiles and all needed custom fields in your new help desk. Now, begin migrating your data from Planio to CHERWELL SOFTWARE.

  • Connect Planio

    Fill in the form with required credentials to permit our data migration tool to retrieve information from your current help desk.

  • Repeat the same action to connect our service with the new help desk and thereby make it possible to import the records.

  • Select objects

    Select the information you need to migrate and set the ticket fields mapping, so the records could be moved based upon your needs

  • Migrate limited amount of data

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

  • Migrate to CHERWELL SOFTWARE all data

    Once everything's tested, choose a quiet time with the minimal load on the support team and begin migrating from Planio to CHERWELL SOFTWARE.

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 methods to protect 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?

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Migrate the records automatically

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

Let a pro perform your CHERWELL SOFTWARE import

Our team would be more than happy to perform a customized migration in case you have special requirements.
Get a price estimation

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