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Planio to Helppier
migration service

Smooth , no special knowledge or coding required. A complete Planio to Helppier data migration instrument.

More details

Your best tool for Planio to Helppier data migration

No need to create a script, nor do you need a programming team. Just set up your platform to platform migration in a couple of easy steps.
Save on resources
Skip the platform analysis and script development processes. Just pick customer info you need to move and set off with the transition right away.
Effortless migration
No special knowledge or skill needed. Just pick what data will go to the new solution and observe the magic happening.
Record completion
Migrate your help desk data in full to make certain that no ticket has lost vital customer support information.
Automated migration

Afraid that you’ll need advanced skills to move your customer service data? Don’t be as we ensured that our tool interface user friendly as possible.

Attach the platforms, choose records, click ok, and you’re done!

Data dependency

Your information migrates complete , you can take our word.

Every email, every ticket, and every customer profile will reach the target complete with its attachments, contact connections, and interaction archive.

Data protected

Your information is safe and sound with us. Not even all our team members can access to your passwords or other information.

You can rest assured that with HDM no data breaches are possible.

Record mapping

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

From contacts to tickets to knowledge base solutions, it will be possible to pick anything you might ever need.

Simple & effective

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

Our software took user experience as an essential factor and ensured that you will be able to to take the full advantage of the tool easily.

Customer priority

As a migration service provider, we work to propose the most effective migration tool. Yet, our prime concern is customer support quality.

As evident by our many five-star user reviews on G2, we want you to have the best possible experience.


Reasons to use Help Desk Migration to switch from Planio to Helppier

Castle gates

Strong security of your data

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

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Intuitive data migration wizard

With Help Desk Migration it really is easy to migrate your customer support to a new helpdesk without involving the IT department

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Wizard window
Mapping fields window

Exceptional data mapping

Our service allows mapping standard and custom fields , thus letting you be sure that the records end up being in the right places in Helppier.

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Maintained association between object and people

When migrating your data from Planio to Helppier 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 Planio to Helppier

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.

How does data migration from Planio to Helppier work

  • Prepare

    Sign up and go to our migration service.

  • Connect Planio

    Select and link your Planio service desk with HDM.

  • Give access to your Helppier account.

  • Detail your business needs

    Let us know exactly what components of your migration you would like to adjust

  • Get your requirements estimated

    We will investigate your application and get back to you with a price range and a scope of tasks.

  • Migrate from Planio to Helppier all data

    Migrate all your customer support records in a single push.

Your data is in good hands

We take the protection of your data seriously, so we use, as well as develop our own, best practices and strategies 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 satisfied customers

Migrate the data 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 a specialist run your Helppier import

Our staff would be more than happy to run a personalized migration if you have particular requirements.
Get a price estimation

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