What is "Select records for Demo" in the Help Desk Migration Wizard?

Select Records for Demo Migration | Automated Options Explained

With the “Select Records for Demo” feature, you can precisely choose which tickets and articles to include in your Free Demo Migration. This gives you a targeted preview of how specific data will transfer, helping you assess migration quality on your terms.

Why use this option? It allows you to focus on the most relevant records—whether tickets with complex details or articles with specialized formatting—so you can verify everything before the Full Migration begins.

Why should I select records for Demo Migration?

How to select records for your Demo:

  1. Open the Options tab in the Migration Wizard.
  2. Input up to 20 ticket IDs and 20 article IDs that you want to test.
  3. Run a Free Demo Migration to see the results firsthand.
  4. When satisfied, start your Full Migration with confidence.

Keep in mind that selected Demo records will migrate regardless of any filters you plan to apply during the Full Migration.

Using this feature minimizes risk by letting you validate critical data points early, ensuring a more reliable and controlled migration process.

Go back to explore more useful videos
Sign up