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Planio to Snappy
migration service

Trouble-free , no special expertise or programming required. A complete Planio to Snappy data migration tool.

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The best Planio to Snappy tool made for you

There’s no need to create a script, nor do you need a programming team. Just set up your platform to platform switch in a couple of easy steps.
Save on your time and money
Skip complex data audit and tool development processes. Simply decide on the records you need to migrate and set off with the transition when comfortable.
Effortless migration
No special knowledge or skill required. Just select what data will go to the target platform and see the miracle happening.
Data completion
Migrate your help desk info in full to make certain that no ticket has lost critical customer support information.
Automated tool

Worried that you’ll have to use advanced skills to migrate your customer service data? Don’t be as we made sure that our tool interface user friendly as possible.

Link the help desks, select records, click ok, and the migration is ready!

From sender information to phone number connection, your entire database will keep their prior data structure maintained.

You don’t have to worry that some records will be lost and service quality will degrade. Everything will be waiting for you how you left it.

Security is priority

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

Neither hackers will have access to your accounts nor physical disasters will impact your data anyhow.

Record mapping

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

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

Guided migration

If this is your first migration, don’t worry. Useful and insightful on-screen prompts will help you set up an accurate data import.

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

Customer service first

Outside of producing great customer support services, we always want to improve our customer service.

As a company, we want you to experience friendly and helpful service, which is why we are always making great strides to enhance the core experience.


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

Castle gates

Strong security of your records

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

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Automatic data migration wizard

With Help Desk Migration it 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

Excellent data mapping

Our system allows mapping standard and even custom fields , thus helping you to make sure that the data end up being in the right places in Snappy.

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Maintained relation between object and people

When migrating your records from Planio to Snappy we maintain all connections between tickets and their corresponding contacts, attachments, etc., therefore retaining the history info.

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Relations illustration

What you may migrate from Planio to Snappy

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 Snappy work

  • Get ready

    Sign-up and go to our migration wizard.

  • Connect Planio

    Opt and link your Planio service desk with HDM.

  • Connect Snappy

    Give access to your Snappy account.

  • Express your needs

    Let us understand precisely what parts of your migration you need to fine-tune

  • Get your needs estimated

    We shall research your application and get back to you with a the overall cost and a scope of tasks.

  • Migrate from Planio to Snappy everything

    Transfer all your customer service information in a single push.

Your data is in good hands

We take the safety of your data seriously, so we utilize, 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 happy clients

Migrate the records automatically

See for yourself that switching from one help desk to another is simple even if you're not computer savvy.
Start an automated migration

Let an expert run your Snappy import

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

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