Effortless SherpaDesk to Help Scout data migration services
Encoded chats, safe servers, up-to-date authorization methods
Automated method, no operations downtime, no workflow drops
Reasonable charging to ensure an opportunity + charge balance
Brands among different areas lean on our tool
Data migration timeline: 1-2 weeks
Preparation
Project and Requirements Evaluation
Initiate your transition by assessing Source records, workflows, and applications. Review data cleansing and field matching to the Target. Make a transition plan, that encompasses the schedule and agent coaching.
Security and Compliance Review
Make sure data adheres to security standards. Set permissions and access settings to safeguard the movement.
Migration
Data Mapping and Customization
Match records fields between your Source and Target. Select in-built custom capabilities from the menu or discuss certain personalization for the data transmit.
Demo Migration
Initiate a free test Demo to figure out how the transmit tool performs. Verify outcomes and tweak mapping as required.
Data Verification
Confirm all transmitted data in the Target is accurate, fully captured, and adequately formatted.
Full Data Migration
Replicate all chosen data, consisting of tickets, contacts, attachments, and linked records.
Delta Migration
Catch any fresh or updated data that tweaked at the time of the Full data replication.
Interval Migration*
Data transition can be halted and restarted to align with your outline, with no service disruption. You can pause up to five instances for a duration of five days each, managed by our sales crew during work hours.
Post-Migration Phase
Go Live
Present the Target for all customer service agents. Decommission the Source if required and preserve data backups.
What Entities Can You Import from SherpaDesk to Help Scout ?
With Help Desk Migration app, you can painlessly import and export big piles of differing records types to or from SherpaDesk to Help Scout. Check out the list of records you can import or export making use of automated service without any assistance from tech experts.
Do you want especial SherpaDesk to Help Scout import needs?
Let's discuss your requirements for a custom data migration.
SherpaDesk entities | Help Scout entities | |
---|---|---|
Help desk | ||
Classes | Teams | |
Technicians | Users | |
Accounts | Companies | |
End users | Customers | |
Tickets | Conversations | |
Knowledge Base | ||
Top level categories | Collections | |
Second level categories | Categories | |
Articles | Articles |
Why transfer with Help Desk Migration?
No downtime
Move records without disruption - keep workflows on track and aid customers without delays.Increased efficiency
Quickly move data and map predefined and tailored fields with the smart Migration Wizard.Seamless ticket migration
The Migration Wizard transmits tickets and all linked records, keeping the data structure unaffected on the Target.Expert support
Our support crew is equipped to guide you via chat, email, or phone.Effective movement framework
Managers will formulate a clear plan for data import, ensuring a seamless process and reliable records.Custom options available
Opt for automated options or request specific adjustments, and we'll confirm your data is on point.
How Does SherpaDesk to Help Scout Data Migration Run?
You can do records migration in a few simple actions, with our automated migration tool. However, if you have specific requirements or a distinct data structure, feel free to choose a custom mode.
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
Improve Your SherpaDesk to Help Scout Export
with These Features
Leverage a automated data transfer experience that aligns your business objectives. The Help Desk Migration service provides functions to facilitate you to accomplish your support service data migration in the secure and automated way.
Leave behind attachments
Does your targeted help desk platform offer limited data storage? Leave behind attachments, especially if your historical data loses none of its value without them. The data import time will decrease significantly.
Apply a additional tag to the imported tickets
Apply more tags to the moved tickets — in such a manner, you won’t mix up them with the remaining. You may further categorize the tickets by qualifying tags like ‘lost,’ ‘closed,’ or ‘stop replying.’
Check out our Demo with custom records by exporting 20 entities
If you want to check how certain entities will look like in the new help desk solution, run this free custom Demo and appoint 20 entities for a test.
Your Help Desk Data Import is the Whole Way Long
Help Desk Migration tool delivers every migration features with no damaging on safety. We commit to the latest requirements, make frequent advancements, and consistently test all facilities.
We employ a firm 2FA authentication policy
Help Desk Migration Wizard applies 2FA authentication. Moreover, your agents can only migrate SherpaDesk data if they got admin access. With these safety measures in order, you won’t have to worry about information leak.
3-level data security
Help Desk Migration delivers 3 layers of data security. At the physical layer, we defense our hosting facilities from any breach. At the application level, we exclude any unauthorized access to your business records on our service. And, last but not least, on the network level, we protect our networks from cyber attacks.
Compliance with security levels
We secure your business data based on all crucial security fundamentals. Help Desk Migration holds an comprehensive portfolio of compliance, and we are enlarging it. Presently, we meet the demands and requirements of GDPR, CCPA, HIPAA, PCI (Level 1), and other data protection standards.
What is the cost of your SherpaDesk to Help Scout data migration?
And now to the burning question. How much will it cost to switch from SherpaDesk to Help Scout? The cost will largely lean on the business data volume you require to migrate, the complexity of your demands, and the features you’ll choose or customizations you’ll ask for. Set a Free Demo to check the Migration Wizard work and learn how much your migration will cost.
Run a Demo to get the priceReviews helps us improve our tool: Several words from Help Desk Migration clients
Packed SherpaDesk to Help Scout Import in a Couple Clicks
Export your records from SherpaDesk to Help Scout efficiently with no disrupting from what really matters — putting right your customers’ concerns. Help Desk Migration solution does all the work behind the scenes when you simply enjoy respond to your clients questions your chosen platform.
Find out more helpful insights about data import
Want to get more? Our knowledge base is packed with information on support service upgrading and help desk records import and export. Explore it today!
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