Trusted Salesforce Service Cloud to CSV data migration service
Encrypted conversations, secured servers, latest authorization ways
Automated process, don't have time-out, reduced workflow breaks
Flexible charging to deliver a function + fee balance
Clients among different verticals choose us
Data migration timeline: 1-2 weeks
Preparation
Project and Requirements Evaluation
Start your transmit by evaluating Source data, procedures, and applications. Review data cleansing and field alignment to the Target. Produce a transfer approach, involving the schedule and customer service reps training.
Security and Compliance Review
Ensure data adheres to security protocols. Establish permissions and access controls to safeguard the migration.
Migration
Data Mapping and Customization
Map records fields amid the Source and Target. Opt for in-built custom settings from the menu or ask for particular tailored adjustments for the data replication.
Demo Migration
Start a test Demo to understand how the transition solution functions. Review results and modify mapping as necessary.
Data Verification
Ensure all moved records in the Target is correct, complete, and adequately formatted.
Full Data Migration
Migrate all chosen records, embracing tickets, contacts, attachments, and associated records.
Delta Migration
Capture any fresh or updated records that altered for the duration of the Full data replication.
Interval Migration*
Data migration can be halted and continued to accommodate your schedule, with no service disruption. You can pause up to five times for five days per pause, arranged by our sales squad during business hours.
Post-Migration Phase
Go Live
Launch the Target for all reps. Disable the Source if necessary and store data backups.
What Records Can You Migrate from Salesforce Service Cloud to CSV ?
With our Migration service, you can conveniently import or export huge portions of various data entities to or from Salesforce Service Cloud to CSV. Inspect the list of data entities you can import or export making use of automation service without any assistance from tech support team.
Do you have certain Salesforce Service Cloud to CSV import or export requirements?
Drop us a line for a nonstandard data import.
| Salesforce Service Cloud objects | CSV objects | |
|---|---|---|
| Help desk | ||
| Users | Agents | |
| Accounts | Companies | |
| Contacts | Contacts | |
| Cases | Tickets | |
| Knowledge Base | ||
| Top level categories | Categories | |
| Second level categories | Folders | |
| Articles | Articles | |
Why migrate with Help Desk Migration?
Zero downtime
Migrate records seamlessly - maintain workflows operational and serve customers seamlessly.Enhanced efficiency
Effortlessly transfer data and configure standard and custom fields with the out-of-box Migration Wizard.Streamlined ticket transmiting
The Migration Wizard imports tickets and all associated data, maintaining the data structure unchanged on the Target.Dedicated support service
Our support team is available to assist you through chat, email, or phone.Comprehensive import strategy
Our team will develop a detailed plan for data import, guaranteeing a efficient process and protected data.Pre-built options and customizations
Choose automated options or ask for personalization, and we'll guarantee your data is preserved.
How Salesforce Service Cloud to CSV Data Migration Runs
Our automated migration tool allows you import and export records in five simple moves. However, if you have specific demands or a unique data structure, feel free to go with a custom route.
Connect platforms
Connect your source and target platforms
Map and match data
Specify how your data should be transferred
Test-drive
Start a Demo to access the replication tool and its results
Full Data Migration
Start or plan your data transition
Boost Your Salesforce Service Cloud to CSV Migrate
with These Functions
Get a seamless data transmition experience that aligns your company’s needs. The Help Desk Migration service brings functions to handle you to complete your help desk data migration in the secure and automated mode.
Skip attachments
Does your new help desk platform deliver definite data storage? Omit attachments, especially if your historical support service data doesn’t suffer a loss of its value without them. The data migration time will shorten significantly.
Use the attachment option to Import inline images
Import the images added into tickets as attachments. The data import and export time might go up, but the images will be moved to a new support service platform.
Demo with custom data: Select 20 entities for import
If you need to check how chosen entities look like in the desired customer service tool, launch this free custom Demo and appoint 20 entities for a import.
Migrate newest data first
Opt for this option to transfer your most recent records in a chronological order, from newest to oldest. This out-of-the-box feature is applicable to Full Migrations.
Stay focused on your crucial processes. We'll take the heavy lifting
Whether you’re moving from Salesforce Service Cloud to CSV, apply our automated migration solution. It will allow you to migrate all your data to a targeted system in just a couple of clicks. Thus, you will be able to have your import or export completed in a timely fashion without putting pivotal processes without putting it off.
Data migration with security standards
Help Desk Migration Wizard takes care of your customer service data is secure throughout the import or export process. To ensure the highest safety of your support service records whether they are in migration or at rest, we use tried runthrough. Here is contained conducting constant security analysis, reserving our servers protected, complying with many instructions, and more.
Choose the migration tool that clients praise
With thousands of efficient data migrations done by our service, our migration service has obtained numerous service-related awards and positive mentions. And our goal of high quality does not finish there. Because Help Desk Migration's objective is to encompass most of your data import requests, we keep improving our app and often add to it with neat functioning.
Enjoy easy mapping to handle all your needs
Our solution will free your up from copy-pasting help desk data or making missing record types during Salesforce Service Cloud to CSV migration. Our tool allows you map record fields and tailor your data migration. This will retain the original structure of your data simply on your side.
Choose a suitable time for data import
Get going by the help desk import whenever it fits into your workflow. Get going by importing historical data and then set up the Delta option to move your freshly updated records. Then, relax and empower our service take care of the rest.
Work with a support team you can completely depend on
Are you facing hardships with your Supported Platform data migration? Permit Help Desk Migration service representatives check your obstacle. With lots of familiarity migrating support data, Help Desk Migration team are well-qualified to ensure a successful import of your data.
Your Help Desk Data Import and Export is the Whole Way Along
Using Help Desk Migration tool, you’ll never have to worry about security of business data. We properly check all servers and make advancements, so that your data is guarded matching to the fresh recommendations.
We use a strict two-factor access policy
Our Migration Wizard applies two-factor access. Additionally, your agents can only export Salesforce Service Cloud data if they possess admin access. Linked, these security measures remove the dangers of information leakage.
Three-layer business data protection
Help Desk Migration comes with 3 levels of business data protection. At the physical layer, we cover our data hosting equipment from any attacks. At the application layer, we exclude any forbidden log in to your data on our service. And, finally, on the network level, we secure our networks from cyber harm.
We comply with security principles
We take care of your business data based on all required security standards. Help Desk Migration service possesses an extended set of compliance, and we continue expanding it. These days, we correspond to GDPR, CCPA, HIPAA, PCI (Level 1), and other data safety fundamentals.
How much does Salesforce Service Cloud to CSV data migration cost?
How much will you need to invest in the switch from Salesforce Service Cloud to CSV? The cost will mostly build upon the data volume you require to migrate, the complexity of your demands, and the options you’ll use or custom work you’ll request. Set a Free Demo to test the Migration Wizard performance and find out how much your data switch will cost.
Run a Demo to get the priceFeedback encourages us advance our solution: Some words from our customers
The transition was made easy. The service was excellent, during all the steps of the transition we felt taken care of and monitored perfectly.
Gauthier EscorbiacSupervisor of Customer Service at Thule Group
Use Help Desk Migration. This tool took the “painful” and “time-consuming” factors out of the data migration.
Chantelle VianiAssociate Publisher at Cosmos Magazine
Overall, I found the process to be very fast and effortless. I enjoyed working with the support team. The customer service reps I talked to were very helpful during the entire process.
Nicola MustoneWoo Happiness Engineer at Automattic Inc.
The overall experience was excellent. I appreciated the constant follow-up that I received from the Account Managers at Help Desk Migration.
Ionut BirzuOperations Manager at Lenovo
Before spending time on in-house options take a look at Help Desk Migration first. They can more than likely save you time and money in the long run.
Steve MilliganAssociate Director OIS - Networked Systems at Arkansas Tech University
Honestly, I was really pleasantly surprised by how responsive the company is. I was left to wonder, do you guys even sleep? I was able to get responses to virtually every question each time I was asking within a few hours, even considering the time zones.
Paul McCabeThe Vice President of Global Customer Experience in Roland corporation
It was a great experience using HDM. They were very prompt and thorough throughout the entire process, very willing to help ensure that the migration is done correctly, and answered all questions I had in a very timely manner.
Andrew CassanoCustomer Service Manager at J Skis and 4frnt Skis
Help Desk Migration was great with us. Being my first time dealing with a migration, they were very patient with me as I guided myself through the process of migrating data.
Tom DoulosDirector of Customer Experience at Endy
Migrating our Zendesk data with Help Desk Migration was an absolutely seamless experience. We had a very complex case because we had over 200 000 tickets, and HDM just made it much easier.
Noga EdelsteinCo-founder of UrbanYou
The transition was made easy. The service was excellent, during all the steps of the transition we felt taken care of and monitored perfectly.
Gauthier EscorbiacSupervisor of Customer Service at Thule Group
Use Help Desk Migration. This tool took the “painful” and “time-consuming” factors out of the data migration.
Chantelle VianiAssociate Publisher at Cosmos Magazine
Overall, I found the process to be very fast and effortless. I enjoyed working with the support team. The customer service reps I talked to were very helpful during the entire process.
Nicola MustoneWoo Happiness Engineer at Automattic Inc.
The overall experience was excellent. I appreciated the constant follow-up that I received from the Account Managers at Help Desk Migration.
Ionut BirzuOperations Manager at Lenovo
Before spending time on in-house options take a look at Help Desk Migration first. They can more than likely save you time and money in the long run.
Steve MilliganAssociate Director OIS - Networked Systems at Arkansas Tech University
Honestly, I was really pleasantly surprised by how responsive the company is. I was left to wonder, do you guys even sleep? I was able to get responses to virtually every question each time I was asking within a few hours, even considering the time zones.
Paul McCabeThe Vice President of Global Customer Experience in Roland corporation
It was a great experience using HDM. They were very prompt and thorough throughout the entire process, very willing to help ensure that the migration is done correctly, and answered all questions I had in a very timely manner.
Andrew CassanoCustomer Service Manager at J Skis and 4frnt Skis
Help Desk Migration was great with us. Being my first time dealing with a migration, they were very patient with me as I guided myself through the process of migrating data.
Tom DoulosDirector of Customer Experience at Endy
Migrating our Zendesk data with Help Desk Migration was an absolutely seamless experience. We had a very complex case because we had over 200 000 tickets, and HDM just made it much easier.
Noga EdelsteinCo-founder of UrbanYou
Find out the way to prepare for CSV data migration
Prepare for CSV data migration by checking an in-depth step-by-step guide
Full Salesforce Service Cloud to CSV Import in Several Clicks
Import your business data from Salesforce Service Cloud to CSV efficiently and with no disrupting your utmost mission of settling your customers’ issues.
More helpful insights about data import and export
Interested to get more? Our blog is full of information on customer service advancement and help desk data import and export. Take a look at it!
7 Help Desks that Address the Needs of eCommerce
If you have anything to do with customer service in eCommerce, you know ...
5 Best Help Desk Solutions for BigCommerce
The fast and personalized service can be the reason for your customers to ...
Spiceworks Desktop vs Spiceworks Cloud: What’s the Difference?
One of the Spiceworks help desk versions is shutting down on December 31. ...