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Planio to RingCentral Engage Digital
migration service

Effortless , no special knowledge or programming required. A complete Planio to RingCentral Engage Digital data migration software.

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Your best tool for Planio to RingCentral Engage Digital data migration

No need to create a script, nor do you need a programmer. Just set up your platform to platform migration in a couple of simple steps.
Save on resources
Skip complex data audit and code development processes. Just decide on the records you need to transfer and start the transition when comfortable.
Effortless migration
No special knowledge or skill required. Just choose what data will go to the new platform and see the wonders happening.
Record completion
Migrate your help desk data in full to ensure that no ticket has lost critical customer service details.
Effortless procedure

You don’t have to bother about coding or constantly watch each piece of info transferred.

Just link your source and target, choose what you want to migrate and let the Migration Wizard deal with the rest for you.

Data dependency

Your customer info migrates complete and we mean it.

Each email, every ticket, and every little bit of info will arrive complete with its attachments, contact connections, and interaction history.

Data protected

Your customer data is safe and sound with us. Not even all our employees have see your credentials or records.

You can be certain with HDM no data breaches are possible.

You’re in charge

Take complete control of your customer data with our internal data mapper. Pick what goes where, set priorities, and even ditch the stuff you don’t like, all within Migration Wizard.

Step-by-step instructions

If you are new to data migrations, there’s no need to be concerned. Helpful and intuitive on-screen instructions will help you move your information accurately.

You don’t need to worry that you’ll be overwhelmed with a whole dictionary in tech jargon.

Customer priority

As a migration service supplier, we strive to deliver the best possible migration tool. Nevertheless, our priority is customer service.

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


Reasons to use Help Desk Migration to switch from Planio to RingCentral Engage Digital

Castle gates

Strong security of your data

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

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Intuitive data migration wizard

With Help Desk Migration it's easy to transfer your customer care to a new helpdesk without involving the IT department

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Wizard window
Mapping fields window

Advanced data mapping

Our service allows mapping standard and custom fields , thus helping you to ensure that the records end up in the right destinations in RingCentral Engage Digital.

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When migrating your data from Planio to RingCentral Engage Digital we keep all connections 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 RingCentral Engage Digital

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 RingCentral Engage Digital work

  • Prepare

    Sign up and go to our migration wizard.

  • Connect Planio

    Pick and connect your Planio support desk with HDM.

  • Connect RingCentral Engage Digital

    Grant access to your RingCentral Engage Digital account.

  • Explain your requirements

    Let us know exactly what parts of your migration you would like to fine-tune

  • Have your needs estimated

    We'll analyze your case and send you with a total price and a scope of work.

  • Migrate from Planio to RingCentral Engage Digital everything

    Transfer all your customer service information in a single push.

Your data is in good hands

We take the security of your data seriously, so we use, as well as develop our own, best practices and approaches 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 simple even if you're not computer savvy.
Start an automated migration

Let a professional run your RingCentral Engage Digital import

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

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