Planio import
in a few clicks

Without techs, delays and hustle. With help of robust data import wizard.

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Safe and Secure
Your passwords as well as data are safe with us and will be used for import solely.
Fast & Furious
It will take you no longer than 10 minutes to set up the import to Planio and start the test data transfer.
All Data Import
HDM is capable of importing all major record types and fields you need, directly to places you want them to be.

Why import data to Planio
utilizing Help Desk Migration?

Security first

We don't disclose any of your personal information with third parties, and moreover meticulously protect it, so not a thing gets lost or stolen.

Next

Easy to get around wizard to setup import

Our service was built to provide you with a easy to use data migration tool that helps to get the work done seamlessly.

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Elective and powerful field mapping

Only Help Desk Migration enables you to instantly move custom fields, as well as map their destination.

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Preserved relations between objects and people

All tickets will be imported to Planio with their respective agents, contacts, and attachments, that way, saving the record of customers' requests.

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Objects you may import 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
  • Companies
  • Folders

Import data to Planio in several quick steps

  • Prepare

    Sign-up and go to our migration wizard.

  • Connect source Help Desk

    Pick and link your source support desk with HDM.

  • Connect Planio

    Grant access to your Planio account.

  • Detail your needs

    Let us know what components of your migration you wish to adjust

  • Have your preferences estimated

    We'll analyze your application and get back to you with a price and a scope of work.

  • Import to Planio all data

    Move all your customer support records in a single push.

We keep all of your data secure

We take security and safety very seriously and have established an in-depth set of practices , technologies , and policies to help ensure your data is protected.

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, than 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, than you have 15 knowledge base records.
Let's get connected
Automated Migration price
During automated migration we transfer records , including relations between them.
Custom Migration price
Any modules, any requirements.
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Voice of the clients

Planio import in a few clicks

Automatically. Securely. Quickly

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