SherpaDesk to CustomerFirst
migration service

Smooth , no special knowledge or programming required. A complete SherpaDesk to CustomerFirst data migration software.

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Risk-free and Reputable
Your passwords as well as records are safe with us and will be used for import solely.
Effective and Easy
Help Desk Migration does not require any specialized skills or knowledge to begin the the migration.
Optimal & Precise
We've tackled all significant peculiarities of various helpdesks to help you accurately and efficiently migrate large loads of information

Reasons to use Help Desk Migration to switch from SherpaDesk to CustomerFirst

Castle gates

Strong privacy of your records

The migration is conducted over a secure 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 really is easy to migrate your customer support to a new helpdesk without involving the IT department

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Wizard window
Mapping fields window

Exceptional data mapping

Our service allows mapping standard and even custom fields , thus helping you to ensure that the records end up in the right destinations in CustomerFirst.

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Retained relation between object and people

When migrating your data from SherpaDesk to CustomerFirst we maintain 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 CustomerFirst

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 CustomerFirst work

  • Prepare

    Sign-up and go to our migration wizard.

  • Connect SherpaDesk

    Pick and connect your SherpaDesk support desk with HDM.

  • Connect CustomerFirst

    Grant access to your CustomerFirst account.

  • Clarify your business needs

    Let us understand precisely what aspects of your migration you need to tweak

  • Get your needs estimated

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

  • Migrate from SherpaDesk to CustomerFirst all data

    Migrate all your customer service information in a single push.

Your data is in good hands

We take the protection of your data seriously, so we use, as well as develop our own, best practices and approaches to secure it.


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, 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 clients

Migrate the data automatically

See yourself that switching from one help desk to another is simple even if you're not computer savvy.
Start an automated migration

Let a specialist run your CustomerFirst import

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

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Here’s Why You Should Not Postpone A Migration

August 8, 2019

There are times when we hear stuff such as “We want to migrate but not now” and “We would love to migrate but guess we can wait for a little bit”, or “We have a couple of months of subscription left. It doesn’t make sense to migrate now”. But you’d be surprised how flawed this …

What is and Why You Should Do Data Mapping

What is and Why You Should Do Data Mapping

March 6, 2020

If you’ve worked with data at least once in your life, you’ve probably heard about a process called data mapping. A necessary process that will ensure that your next transition will not only be smooth but much faster than initially expected? But how data mapping works? How does it relate to speed? And what’s the …

5 Types of Help Desk Software and Their Use

5 Types of Help Desk Software and Their Use

October 25, 2018

The number of available and emerging help desks is huge. It may take a while to choose optimal software. However, if you have a clear vision of what the software should and should not do, the choice narrows down to a quite digestible list. In this article, we will review the five types of help …

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