SysAid Migration Services

Automated SysAid Data Migration Services: Move Tickets, Users, and Assets Safely

Migrate your SysAid data cleanly and safely without slowing your team and business down.

Changing your help desk, service desk, or ITSM platform shouldn't feel risky. But for many SMBs and growing teams, that's exactly how it feels, especially when years of employee requests, customer tickets, attachments, audit trails, and internal notes are on the line.

Help Desk Migration makes SysAid migrations predictable and safe. You move your data accurately, keep your team working, and avoid the chaos of manual exports and imports. Whether you're:

  • moving from SysAid On-Premise to SysAid Cloud
  • switching from SysAid to another platform
  • migrating from Zendesk to SysAid or from Freshservice to SysAid Cloud
  • or consolidating multiple tools

you get a clear process, full visibility, and results you can trust.

G2 Leader
60k+ Migrations
SOC 2 Certified
Fastest migration

See how your real data moves before committing to anything.

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No credit card required Fast setup

Interactive Migration Calculator

Adjust sliders to estimate your migration time and cost savings

2,000
1K 500K
10-15 mins Estimated Migration Time
85% Time Savings vs Alternatives
$3,777 Savings vs In-house Development

Estimates based on 60,000+ successful migrations. Actual results may vary.

Trusted by SMBs, SMEs, and rapidly growing teams worldwide

How Automated SysAid Migration Works

A clear, step-by-step process. No scripts. No downtime, No guesswork.

1. Connect SysAid

Securely connect your SysAid account to the Migration Wizard using credentials or an API user.

2. Map fields and review

Select the data you want to move. Check how SysAid fields match the target fields. You're in control, so your data lands where your team expects it.

3. Run a Demo

Migrate a small sample first. It mirrors the Full Migration process. Unlimited free Demo runs. No changes to your environment.

4. Review results

Check formatting, visibility, and relationships. Confirm that tickets, notes, and files look right before moving everything.

5. Start Full Migration

Launch the Full Migration when you're ready. SysAid stays live. Your team keeps working.

Real-world proof: Complex SysAid Tickets, Moved Correctly

#logistics
#smb
#sysaid-to-freshservice

Project

Echo Global Logistics used Help Desk Migration to migrate from SysAid to Freshservice without losing ticket history or slowing teams down.

The challenge

Echo’s SysAid setup included:

  1. Over 10,000 service requests
  2. Layered categories and custom fields
  3. Public and internal notes that needed to stay visible
  4. Thousands of attachments and inline images
  5. No room for downtime or manual cleanup
  6. A need to keep teams confident in the new system
  7. A way to track migrated tickets for reporting

Manual migration wasn’t an option.

The result

With Help Desk Migration:

  • All tickets moved with full history and metadata
  • Categories, custom fields, and notes stayed intact
  • Attachments and inline images were preserved
  • Migration ran with zero downtime
  • No manual rework was needed
  • Teams could start using Freshservice right away
  • Migrated tickets were tagged for easy tracking

The takeaway: complex SysAid data can move cleanly when migration is built for it.

Our company manufactures high quality power equipment that is used by the best landscapers in the business. Reliability, quality, and customer focus are at the core of our business.

We were recommended to the Relokia Help Desk migration tool by one of our vendors. After research and testing, the tool provided the migration assistance we needed and helped us complete the migration tasks on time and budget.

The challenge we had to overcome was the complete lack of migration options on both the source and destination platforms. Simply put, there was no way to migrate data in bulk without a tool (ITIL systems are purpose built to exclude this functionality.)

We wanted to keep as much of the original ticket as possible. This included metadata, inline images, notes and conversations.

A data migration tool is essential to maintain ticket integrity and usefulness. Simply put its impossible to migrate any number of tickets in masse without some kind of wizard to assist in the transfer of tickets from one platform to another.

It was recommended by Freshservice migration resources

The feature I found most valuable was also the most frustrating. The pre-migration tasks for this tool are extensive, specifically the attribute mappings. I spent the better part of a month with this part of the migration, going back and forth between instances and having to add all kinds of fields to make the tool work. Despite all of that, in the end, we still had to go through thousands of tickets and figure out what was missing to get them over. The pre-staging should catch this or at least let administrators know there is a mapping issue. Tool said it was all good after weeks of fine tuning and in the end, it still required extra attention to get working.

I have vast experience migrating data in ITIL systems and chose Help Desk Migration tool because it was able to migrate [to and from] most platforms. Your tool fills a niche that is missing in the modern ITIL market. Each vendor has seized the option to migrate data in and out of their platforms and turned it into a revenue stream for them. Ten years ago, in the ITIL space, all tools had their own migration wizards built in (ServiceNow and Remedy Force are examples).

Do your homework!! Helpdesk migrations are detailed, meticulous, and most often permanent. Figure out how many tickets you want to move, and what details you want tickets to contain and test a small portion to make sure they come over as expected. Even the best plans do not go off without a hitch, plan and prepare for migrations and how you will support the platform after moving. Also, have a back out contingency just in case and don’t forget to communicate and train users on a new platform.

Why choose Help Desk Migration for SysAid migration

Criteria
Help Desk Migration (automated service)
Manual migration Generic tools/scripts
SysAid-specific support
Built for SysAid data structures
Not supported Partial or inconsistent
Ticket history accuracy
Full ticket history preserved
High risk of data loss Often incomplete
Custom fields & categories
Mapped and preserved
Hard to recreate Limited support
Public & internal notes
Migrated with visibility intact
Often flattened Visibility often lost
Attachments & inline images
Fully migrated
Commonly lost Often broken
Zero downtime
Yes
Rarely Unpredictable
Demo migration
Yes
No Rarely
Tracking migrated tickets
Built-in tagging
Manual effort Limited
Setup time
Hours
Weeks Days–weeks
Risk of manual rework
Very low
High Medium–high
Security & compliance
Encrypted, isolated, GDPR-ready
Depends on the process Varies
Predictable cost
Yes
Hidden labor costs Unclear
Expert support available
Yes
No Limited

What this means for SysAid users:

Manual exports and generic tools often fail when dealing with real-world SysAid setups: custom fields, layered categories, notes with visibility rules, and large attachment volumes.

Help Desk Migration is built to handle exactly that complexity, so your data arrives clean, usable, and ready for work.

Help desks, service desks, ITSMs, and other platforms we migrate to and from SysAid

This ensures you can move to or from SysAid without vendor lock-in.

No credit card required Fast setup

Choose your SysAid migration scenario

Move seamlessly from platforms like Zendesk, Jira, Freshdesk, ServiceNow, or others. Perfect for SMBs modernizing their ITSM stack.

You can import such records:

  1. End-users with the following details: User Name, First Name, Last Name, Email, Job Title, Mobile, Phone.
  2. Agents with the following details: User Name, First Name, Last Name, Email.
  3. Service requests with the following details: Subject will migrate as Title; Status; Priority; Assignees; Request user; Insert, Update, Closed date of the Service Request; Impact; Urgency; Category: primary Category, Secondary Category, Third-level category; Custom fields; Attachments (all attachments will be linked to the service requests and the attachment name will be added to the body of the note).
  4. Notes with the following details: Note author, Note body, Note visibility (public or internal), Note creation date.

Some elements are platform-specific and need to be recreated in the destination system. These include:
  • automations and workflows
  • SLAs and escalation rules
  • triggers and business rules
  • reports and dashboards
  • permission logic tied to the source platform
Your data moves cleanly. Your workflows are rebuilt natively in the new tool.

You can review results before anything becomes final. With Demo migrations, you can:
  • compare record counts
  • review field mappings
  • check timestamps, ownership, and visibility
  • confirm attachments and notes
If something doesn’t look right, adjust the mapping and rerun the Demo.

Yes. Your Demo migrations are unlimited. There's also a demo rollback available. Full Migrations can be rerun with updated mappings. Consult with the support team about the Full Migration rerun option. You stay in control throughout the process.

It depends on your data and options. Typical timelines:
  • Demos run in minutes or hours
  • Full migrations depend on ticket volume and attachments
  • The usage of the newest-first option in your migration gives access to recent tickets sooner
Your source platform stays live the entire time.

Yes. Your data is protected at every step.
  • Data is encrypted during transfer
  • Migrations run in isolated environments
  • Access is limited to the migration process
  • Credentials are not stored after completion
Help Desk Migration follows strict security and compliance standards, including GDPR and CCPA.

Tickets are migrated into
  • a single Service Request Type and
  • a signle Template.
This keeps ticket structure consistent and easy to manage in SysAid Cloud.

All attachments are grouped and linked directly to the service request. Attachment names are added to the note body, so context is never lost or unclear.

Attachments from comments are imported as ticket-level attachments:
  • everything stays in one place,
  • attachment names are added to the comment text,
  • all the attachments are visible in the customer portal, including those from the private comments.

Yes. You can migrate a limited set of records first to review results before running the Full migration.

Extract your SysAid data fully, even in locked-down environments.

SysAid allows you to create an API user that works without SSO. This lets the Migration Wizard connect securely using API credentials, without changing your login setup.

You can export service requests with full history, end users and agents, public and internal notes, attachments from tickets and comments, custom fields, and categories.

Yes. You can skip attachments, migrate only selected records, move the newest records first, and add tags to migrated tickets for tracking.

Yes. You can split one SysAid instance into multiple systems. This is useful when spinning off teams or business units, separating internal and external support, and organizing data by region or brand. You choose what data goes where.

Yes. Some elements are tied to how each help desk works and need to be set up again in the destination system. These include:
  • workflow automations
  • SLAs and escalation logic
  • triggers and business rules
  • reports and dashboards
  • permission models linked to the source platform
Your historical data moves over. Your operational logic is rebuilt where it belongs.

You can preview everything first. Demo migrations let you:
  • match record totals
  • review field and category mapping
  • verify timestamps, ownership, and visibility
  • inspect notes and attachments
If changes are needed, update the setup and run the demo again.

Timing depends on your data and configuration. In most cases:
  • Demos complete in minutes or a few hours
  • Full migrations scale with ticket count and attachments
  • Migrating the newest tickets first shortens access time to active work
Your existing system remains available throughout.

Security is built into the process.
  • Data is encrypted while in transit.
  • Migrations run in isolated environments.
  • Access is restricted to the migration process.
  • Login credentials are not retained.
The service meets GDPR and CCPA requirements.

Move to the cloud without rebuilding your service desk.

You can move service requests, users and agents, public and internal notes, attachments and inline images, custom fields and categories. All relationships and timestamps are preserved.

Moving to SysAid Cloud helps you:
  • reduce infrastructure and maintenance overhead
  • avoid manual data reconstruction
  • lower the risk of data loss
  • keep teams productive during the transition

Yes. Multiple SysAid On-Premise environments can be merged into a single SysAid Cloud instance. This is useful when:
  • consolidating departments
  • merging acquired companies
  • removing duplicate systems
Tickets, users, and history are merged with clear mapping and optional tagging.

Not always. The Migration Wizard works for most setups. If your environment is large or complex, Help Desk Migration’s experts can manage the migration for you from start to finish.

What are the SysAid migration routes businesses choose most?

CSV
to
SysAid Cloud
SysAid
to
Freshservice
Zendesk®
to
SysAid Cloud

How to Enhance Your SysAid Data Migration with Additional Options

Fine-tune your data migration to match your setup and timeline.

Skip attachments

By default, all attachments are migrated. You can skip them if you need a faster export or want to reduce storage usage in your new platform.

Select records for a Demo

Test specific tickets or knowledge base articles before running the full migration. Enter record IDs to preview:

  • field mapping
  • notes and visibility
  • attachments and inline images
  • formatting

Migrate inline images as attachments

Screenshots and other images are preserved by moving them as attachments. This keeps visual context available after migration.

Migrate the newest records first

Move tickets in reverse chronological order, starting with the most recent. This gives teams quick access to current conversations while older data continues migrating.

Add a new tag to tickets

Automatically tag tickets during migration. This makes it easier to:

  • track migrated records
  • filter reports
  • separate old and new tickets

Additional options for Zendesk to SysAid Cloud migrations

Transfer call recordings

Call recordings are migrated as attachments so teams can access them for training and compliance.

Migrate side conversations

Side conversations are moved with their parent tickets, keeping internal discussions intact and searchable.

How to migrate your data without interrupting your business?

Interval migration

Migrate on your schedule.

Pause migration during business hours and resume:

  • overnight
  • on weekends
  • during planned maintenance windows

This helps reduce load during peak work times.

Learn more about Interval Migration

Custom migration setups

Some migrations need extra care.

If you need:

  • to migrate only specific records
  • to deduplicate users or tickets
  • custom field logic or data cleanup
  • non-standard workflows

Our migration experts can help design the right approach.

Learn more about Custom Migration

SysAid News & Help Desk Migration Updates

SysAid Recent News Highlights

SysAid announced the general availability of License Manager, a new capability that gives IT teams centralized control and visibility over software usage, automating complex manual processes and helping identify cost-saving opportunities within IT environments.

SysAid introduced major enhancements to its AI Agent Builder, bringing fully agentic coding and expanded automation capabilities to customers.

Help Desk Migration Service Updates

Customers can now use automated Help Desk Migration tools to move support data both to and from SysAid.

Help Desk Migration

Ready to Migrate Your SysAid Data?

Don’t risk your history, your workflows, or your uptime. Move your SysAid data accurately, safely, and with total confidence.

See how your SysAid data looks in the new platform instantly and risk-free.