SherpaDesk to ConnectWise
migration service

Effortless, no special know how or programming required. A complete SherpaDesk to ConnectWise data migration software.

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Your best tool for SherpaDesk to ConnectWise data migration

No need to write a code, nor do you need a programming team. Just set up your platform to platform migration in a couple of easy steps.
Save on resources
Avoid complex data audit and code development processes. Just pick what data you need to move and start the transition when comfortable.
Effortless transition process
No special expertise required. Just choose what data will go to the new solution and enjoy the magic happening.
Record structure maintenance
Migrate your help desk data in full to make certain that no ticket has lost critical customer support information.
Automated migration

Afraid that you’ll have to use advanced skills to move your customer service data? Don’t be as we made sure that our tool accessible as possible.

Connect the platforms, pick data, click ok, and you’re done!

Data maintenance

Your customer info migrates complete, you can take our word.

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

Robust protection

Your customer data is safe and sound with us. Not even all our employees can access to your credentials or records.

You may rest assured that with HDM no hacker attacks are possible.

Data mapping

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

From contacts to tickets to knowledge base articles, you will be able to select anything you might actually need.

Guided migration

If you are new to data migrations, worry not. Helpful and simplified on-screen prompts 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 data import service supplier, we strive to deliver the most effective migration tool. However, our priority is customer service.

Proven by our many five-star user reviews on G2, we want you to have the enjoyable experience.


Reasons to use Help Desk Migration to migrate data from SherpaDesk to ConnectWise

Castle gates

Strong security of your data

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

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Intuitive data migration wizard

With Help Desk Migration it's simple to migrate your customer support 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 being in the right places in ConnectWise.

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Maintained connectivity between object and people

When migrating your data from SherpaDesk to ConnectWise 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 SherpaDesk to ConnectWise

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 SherpaDesk to ConnectWise work

  • Prepare

    Start by preparing Agent profiles and all essential custom fields in your new help desk. Now, begin migrating your data from SherpaDesk to ConnectWise.

  • Fill out the form with required credentials to make it possible for our data migration tool to retrieve data from your current help desk.

  • Connect ConnectWise

    Repeat the same action to connect our service with the new help desk and thus make it possible to import the information.

  • Choose objects

    Select the records you need to migrate and set the ticket fields mapping, so the data could be moved according to your needs.

  • Migrate small amount of data

    Try our Free Demo Migration to see how the records migrate. You will be able to browse 20 tickets in the new help desk in a few minutes!

  • Migrate to ConnectWise everything

    When everything's tested, choose a quiet time with the least load on the support department and start migrating from SherpaDesk to ConnectWise.

Your data is in good hands

We take the security of your data seriously, so we apply, 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 platform and the future one
Number of records in your current platform
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 perform your ConnectWise import

Our staff would be more than happy to perform a personalized migration if you have special requirements.
Get a price estimation

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