SherpaDesk to CSV data migration done automatedly
Encrypted conversations, secured servers, modern authorization ways
Automated method, zero time-out, no workflow breaks
Deal charging to guarantee an opportunity + fee balance
Clients among many niches trust us
Data migration timeline: 1-2 weeks
Preparation
Project and Requirements Evaluation
Initiate your migration by determining Source records, procedures, and integrations. Examine data cleaning and field mapping to the Target. Develop a transfer strategy, that covers the outline and support reps training.
Security and Compliance Review
Confirm data adheres to security requirements. Set permissions and access controls to protect the transmit.
Migration
Data Mapping and Customization
Connect records fields among your Source and Target. Opt for automated custom options from the set or request particular customization for the data movement.
Demo Migration
Run a test Demo to understand how the transmit solution works. Analyze outcomes and adjust settings as needed.
Data Verification
Check all transferred records in the Target is accurate, complete, and properly organized.
Full Data Migration
Move all chosen records, encompassing tickets, contacts, attachments, and related data.
Delta Migration
Catch any fresh or updated records that tweaked for the duration of the Full data migration.
Interval Migration*
Data transfer can be halted and continued to align with your schedule, with no downtime. You can halt up to five instances for five days each, arranged by our sales squad during operating hours.
Post-Migration Phase
Go Live
Roll out the Target for all users. Turn off the Source if required and ensure data backups.
What Types of Records Can You Import from SherpaDesk to CSV ?
With our Migration service, you can without trouble import and export huge volumes of different records types to or from SherpaDesk to CSV. Here’s the selection of entities you can migrate using automation by yourself from tech service reps.
Do you look for certain SherpaDesk to CSV import or export needs?
Drop us a line for a customized data import.
| SherpaDesk objects | CSV objects | |
|---|---|---|
| Help desk | ||
| Classes | Departments | |
| Technicians | Agents | |
| Accounts | Companies | |
| End users | Contacts | |
| Tickets | Tickets | |
| Knowledge Base | ||
| Top level categories | Categories | |
| Second level categories | Folders | |
| Articles | Articles | |
Why transfer with Help Desk Migration?
No downtime
Import records smoothly - keep workflows running smoothly and support customers seamlessly.Enhanced efficiency
Seamlessly transfer data and arrange predefined and custom fields with the automated Migration Wizard.Easy ticket retrieval
The Migration Wizard shifts tickets and all associated data, keeping the data structure intact on the Target.Always here for you
Our support agents is ready to navigate you via chat, email, or phone.Detailed migration strategy
Managers will develop a well-defined plan for data import, ensuring a efficient process and secure data.Custom options available
Decide on automated options or inquire about specific adjustments, and we'll ensure your data is accurate.
How SherpaDesk to CSV Data Migration Works
You can perform records migration in five simple moves, applying our automated migration service. However, if you have unique needs or a special data structure, feel free to select a custom approach.
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
Enhance Your SherpaDesk to CSV Migrate
with These Functionalities
Use a seamless data transmition experience that reconciles your company’s requirements. The Help Desk Migration service offers functionalities to enhance you to achieve your help desk data migration in the most suitable manner.
Bypass attachments
Does your destination help desk platform present limited data storage? Skip attachments, particularly if your historical support service data lose no track of processes without them. The migration time will shorten considerably.
Demo with custom data: Pick 20 entities for import
Avoid any guessing. Ensure you comprehend completely what the entities will look like after you’ve copied them. Our Demo with custom data lets you appoint 20 entities for a test export.
Don’t empower data migration to distract you from your business
Our automated migration tool delivers an efficient solution, whether you’re migrating your customer service operations from SherpaDesk to CSV. With just a few clicks, your help desk will be live on a future solution — no need to tolerate any break!
Data import with security standards
The Migration Wizard will ensures your data security during all phases of the migration process. To provide the highest security of your records whether they are in migration or at rest, we apply tried runthrough. These contain handling proper security audits, reserving our servers secured, complying with numerous commands, and more.
Move ahead with the migration tool that clients recommend
With numerous efficient data import and exports under our belt, our migration service has earned numerous service-associated awards and favorable reviews. Moreover, we keep improving. We proceed to develop our solution and move forward fresh features to handle we’re covering all your migration requests.
Apply comprehensive mapping to handle your most complex needs
Our solution will rescue you from copy pasting help desk data or creating lacking data types amidst SherpaDesk to CSV migration. Our service greenlights you map record fields and modify your data import. You get to preserve the system of your support service data with minimal work.
Select a suitable time for data import
Select the most suitable time to run the help desk data migration process. Start by moving historical data and continue with go for the Delta migration function to import your during migration updated data. Then, relax and allow our Migration Wizard handle the rest.
Work with a support agents you can completely be sure of
Don’t worry about dealing with challenges whilst doing your Supported Platform migration. Let Help Desk Migration service team look at your issue. With lots of expertise moving records, Help Desk Migration pros are well-qualified to ensure a well-done import/export of your records.
Your Help Desk Data Import and Export is Protected at Each Phase
Help Desk Migration app delivers endless migration options without compromising on safety. We commit to the fresh requirements, run proper upgrades, and consistently check all systems.
We apply a strict two-factor authentication policy
Our Migration Wizard shields your data from illegal accessing with 2FA authentication. What’s more, only your agents with admin rights can import your SherpaDesk information. Collect, these safety measures remove the risk of information leak.
We apply Three-layer
We offer three levels of business data security: physical (we protect our data hosting facilities against any attacks), network (we protect our networks against digital attacks), and app (we protect your business data within our importing and exporting platform from unsanctioned entry).
We satisfy security levels
Help Desk Migration accomplishes to top ranking security standards, ensuring maximum safety for your business data. We correspond to HIPAA, CCPA, PCI DSS Level 1, GDPR, and other crucial data protection fundamentals. And our broad compliance portfolio is getting enlarged.
How much does SherpaDesk to CSV data migration cost?
How much will you need to invest in the switch from SherpaDesk to CSV? The cost will mostly lean on the data volume you need to transfer, the complexity of your specifications, and the features you’ll use or custom work you’ll inquire. Run a Free Demo to test the Migration Wizard work and figure out how much your migration will cost.
Run a Demo to get the priceFeedback encourages us elevate our tool: Some thoughts from our clients
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
All-packed SherpaDesk to CSV Import in Several Clicks
Migrate your business records from SherpaDesk to CSV painlessly without disarranging from what actually matters — resolving your clients’ matters. Our app carries out all the work behind the scenes when you simply enjoy applying your selected platform.
Find out more helpful insights about data import and export
Willing to learn more about help desk business records import and export and support service enhancement? Look at our help section.
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