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Twilio Flex to Planio
migration service

Extremely easy , no special know how or coding required. A complete Twilio Flex to Planio data migration software.

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The best Twilio Flex to Planio tool made for you

There’s no need to write a code, nor do you need a programming team. Just perform your platform to platform switch in a couple of simple steps.
Save on your time and money
Avoid the system analysis and code development processes. Simply choose the records you need to migrate and set off with the transition right away.
Simple transition process
No tech expertise needed. Just choose what data will go to the target system and see the miracle happening.
Data structure maintenance
Move your help desk info in full to make certain that no ticket is missing vital customer service information.
Simple and easy procedure

You don’t have to bother about scripting or constantly control each piece of info transferred.

Just link your source and target, pick what you want to take to a new database and let the system deal with the rest for you.

Data maintenance

Your information comes unite and we mean it.

Every email, every ticket, and every user profile will reach the target complete with its attachments, contact connections, and interaction history.

Robust protection

Your information is behind thick walls. Not even all our team members have access to your credentials or other information.

You can be sure that with HDM no hacker attacks will take place.

You control the process

Manage your customer data with our in-app data mapper. Select what goes where, set priorities, and even ditch the things you don’t like, all with our Migration Wizard.

Step-by-step instructions

If you are new to data migrations, don’t worry. Helpful and insightful on-screen instructions will help you migrate your information accurately.

You don’t need to worry that you’ll be overwhelmed with a whole dictionary in tech jargon.

Customer service as priority

As a data import service provider, we strive to propose the best possible migration tool. Nevertheless, our priority is customer support quality.

As evident by our many five-star reviews on G2, we want you to have the enjoyable experience.


Why you should use Help Desk Migration to migrate data from Twilio Flex to Planio

Castle gates

Strong privacy of your records

The migration is completed by the machine over a protected connection, and all your credentials will immediately be deleted after you complete the data migration.

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Automatic data migration wizard

With Help Desk Migration it certainly is simple to migrate your support service to a new helpdesk without involving the IT department

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Wizard window
Mapping fields window

Upper-level data mapping

Our system allows mapping standard and even custom fields , thus letting you ensure that the data end up in the right places in Planio.

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Retained relation between object and people

When migrating your records from Twilio Flex to Planio we maintain all relations between tickets and their respective contacts, attachments, etc., therefore retaining the history info.

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Relations illustration

What you may migrate from Twilio Flex to Planio

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.

In what way does data migration from Twilio Flex to Planio work

  • Get ready

    Sign-up and go to our migration tool.

  • Opt and connect your Twilio Flex service desk with HDM.

  • Connect Planio

    Give access to your Planio account.

  • Outline your requirements

    Let us understand precisely what elements of your migration you would like to tweak

  • Have your requirements estimated

    We shall research your case and get back to you with a the overall cost and a scope of work.

  • Migrate from Twilio Flex to Planio everything

    Move all your customer service information in a single push.

Your data is in good hands

We take the privacy of your data seriously, so we apply, as well as develop our own, best practices and methods to protect it.


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 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 happy clients

Migrate the records automatically

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

Let a pro perform your Planio import

Our team would be more than happy to perform a personalized migration in case you have particular needs.
Get a price estimation

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