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Richmond ServiceDesk to Planio
migration service

Extremely easy , no special skill set or programming required. A complete Richmond ServiceDesk to Planio data migration tool.

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The best Richmond ServiceDesk to Planio tool made for you

There’s no need to write a code, nor do you need a developer. Just perform your platform to platform switch in a couple of simple steps.
Save on your time and money
Avoid complex data audit and tool development processes. Simply choose customer info you need to move and start the transition right away.
Effortless transition process
No special expertise required. Just select what data will go to the target system and observe the magic happening.
Data structure maintenance
Migrate your help desk data in full to make sure that no ticket is missing vital customer service information.
Simple and easy procedure

No need to worry about scripting or continuously control each record moved.

Just attach your source and target, tick what you need to take to a new database and allow the system deal with the rest for you.

Data maintenance

Your customer data comes unite and we mean it.

Every email, every ticket, and every customer profile will arrive complete with its attachments, contact connections, and interaction history.

Robust protection

Your customer data is behind thick walls. Not even all our team members have access to your credentials or records.

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

Data mapping

Select data that will be migrated by using our built-in data viewer.

From contacts to tickets to knowledge base articles, you will be able to pick just about everything you might ever need.

Efficient out-of-the-box solution

In only a couple of buttons to press it is possible to pick what goes where, when it goes, 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 service as priority

As a data import service supplier, we aim to propose the best possible migration tool. Yet, our priority is customer service.

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


Why you should use Help Desk Migration to migrate data from Richmond ServiceDesk to Planio

Castle gates

Strong security of your data

The migration is done over a protected connection, and all your credentials will automatically 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 move your customer 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 custom fields , thus helping you to make sure that the data end up in the right places in Planio.

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Maintained connectivity between object and people

When migrating your records from Richmond ServiceDesk to Planio we keep all connections between tickets and their respective contacts, attachments, etc., therefore retaining the history info.

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Relations illustration

What you may migrate from Richmond ServiceDesk 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
  • 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 Richmond ServiceDesk to Planio work

  • Get ready

    Sign up and go to our migration wizard.

  • Choose and connect your Richmond ServiceDesk service desk with HDM.

  • Connect Planio

    Grant access to your Planio account.

  • Describe your requirements

    Let us understand precisely what elements of your migration you would like to tweak

  • Get your preferences estimated

    We'll research your application and get back to you with a cost and a scope of tasks.

  • Migrate from Richmond ServiceDesk to Planio all data

    Migrate all your customer support records in a single push.

Your data is in good hands

We take the privacy of your data seriously, so we implement, as well as develop our own, best practices and approaches 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?

Hear from our happy customers

Migrate the records 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 pro perform your Planio import

Our team would be more than happy to perform a custom migration in case you have particular needs.
Get a price estimation

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