SherpaDesk import
in a few clicks

Without devs, delays and hustle. With help of robust data import wizard.

More details

SherpaDesk import tool you’ve been looking for

Your platform import issues are behind you now. Total migration from platform to platform with HDM fast and simple.
Save time & money
Affordable price, a quick transition to the new platform, and no need to design the migration method. Get all of this with HDM service.
Smooth migration course
Simply get the customer info ready for migration beforehand and start moving your records. No need to do everything alone.
Key custom records with you
Whether it is for conformity reasons, or convenience, move your old data to the target system to keep up with customer data easier.
Automatic import services

Why spend time moving records by hand when a tool can deal with it?

Our migration tool will take care of every record so you don’t have to.

Data relationship integrity

All your emails migrate with the correct structure. From sender and receiver info to attachments and signatures, all data structure will be maintained.

The same applies to the help desk and CSV data. As a result, you get technically viable information.

Your info is secure

When you grant your access credentials to our migration tool, you can rest assured.

Only the staff members that directly work with your import will be able to access to your accounts or data.

All incoming and outcoming information is shielded by the data encryption systems from any electronic attacks.

Mapping records

Decide what data comes to your new solution yourself.

During the data migration, you can choose what entities to leave behind and what to take with you.

Ease of use

The whole process was deliberately designed to allow users to run the migration on their own.

No need to have advanced experience or exceptional knowledge, just follow the shown hints.

Customer support

We strive to make our service as pleasant to you as possible, and G2 Crowd has already recognized it. We always go after high-level service and proper assistance.

Regardless of the way you contact us, we are always happy to help you with the import.


Why import data to SherpaDesk utilizing Help Desk Migration?

Castle gates

Security first

We don't disclose any of your personal information with third parties, as well as thoroughly protect it, so nothing gets lost or stolen.

Next

User-friendly wizard to setup import

Our service was created to provide you with a easy to use data migration tool that helps to get the work done seamlessly.

Next

Wizard window
Mapping fields window

Alternative and powerful field mapping

Only Help Desk Migration make it easier to instantly move custom fields, as well as map their destination.

Next

Preserved relations between objects and people

All tickets will be imported to SherpaDesk with their respective agents, contacts, and attachments, that way, saving the history of customers' requests.

Next

Relations illustration

Objects you may import to SherpaDesk

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.

Import data to SherpaDesk in six simple steps

  • Prepare

    In the target help desk, set up profiles for your agents and custom ticket fields. When done, go to Migration Wizard and begin the SherpaDesk import.

  • Select your current help desk from the list and fill in the form to enable our migration tool fetch the data.

  • After you have specified your data source, connect our service with your SherpaDesk to permit the import

  • Choose objects

    Select the data that you need to migrate and set the mapping of ticket fields, both standard, and custom.

  • Import small amount of data

    Run a cost-free demo to find out how your migration to SherpaDesk will look like and verify that the data translates properly

  • Import to SherpaDesk everything

    After everything's validated, choose a good time when the majority of your customers are offline and start the Full Data Migration.

We keep all data secure

We take safety very seriously and have developed a comprehensive set of practices , technologies , and policies to help ensure that your data is secure.


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?

Voice of the buyers

SherpaDesk import in a few clicks

Automatically. Securely. Quickly

Proceed to Free Migration

Blog Articles You Might Find Useful

How Much Time Does Data Migration Take?

It’s a fact: sooner or later successful businesses grow and it means drastic changes in the workload organization. It’s connected with the growth of their…

The Many Pitfalls of Free Help Desk Software

There are many different help desk systems out there. Some are paid others are free, and there are those that are crowdfunded. So, which one…

7 Books to Boost Your Career as a Customer Support Specialist

There are dozens, even thousands of books written and published by support-minded folks on customer service, strategy, customer loyalty, persuasive speaking, comprehensive writing, team and…

Book a Call
cancel
%s
— %s