Navigate Your Zendesk to Zendesk Migration with Confidence

Merge two Zendesk accounts easily using our Migration Wizard. Start by setting up your migration, selecting your source Zendesk account, and choosing the target Zendesk account. From there, map fields, select record types, and add extra details to the tickets being moved.

Want to move call recordings or side conversations? You can do that, along with including multilingual KB articles. Our automated options make the process simple, but if you need custom adjustments, we're here to help—just contact us.

Merge multiple accounts for the same end-user within Zendesk with ease. Note that you cannot merge administrator or agent accounts.

To consolidate different end-users' accounts, use the Help Desk Migration Wizard. You’ll need to run a separate migration for each account.

Use the Migration Wizard to import your ticket data. With the Help Desk Migration service, you can bring in tickets and related data from other helpdesks, service desks, ITSMs, and CSV files.

Zendesk links requests to profiles using the end user's email as the primary identifier. That’s why you can’t have more than one profile associated with the same email.

Professional and Enterprise plans allow users to join up to 300 organizations. Though optional, grouping end users into organizations lets you better track and manage their requests.

Using Merge Tickets in Zendesk is a breeze. Here's the scoop:

• If a customer sends multiple tickets in a jiffy, you'll get a heads-up in the sidebar.
• Just hit "Merge," and watch the magic happen as duplicates get merged automatically.

Zendesk doesn't just cover the full spectrum of IT Service Management and ITIL processes; it also goes the extra mile to ensure both agents and users have a fantastic experience. This not only encourages continued usage but also fosters an environment of ongoing improvement.

In the Migration Wizard, when selecting additional options, add custom tags (e.g., ‘merged,’ ‘legacy,’ or ‘split’) during migration to make searching and reporting easier.

The best time to merge Zendesk instances is during organizational changes such as mergers, acquisitions, or restructuring. It’s also ideal before implementing new workflows, consolidating business units, or upgrading to Zendesk Suite. To minimize disruption, schedule the migration during off-peak support hours.

To start a Zendesk to Zendesk migration, define your use case - copy the whole instance, split accounts, merge with the existing Zendesk instance, assess the data to transfer, prepare both accounts, and choose a migration method. Run a demo migration to test the setup, then launch the full data migration. Verify everything before switching operations to the new or consolidated Zendesk instance.

You can migrate tickets, users, organizations, custom and default fields, knowledge base articles (including translations), tags, attachments, inline images, and call recordings, side conversations.

Yes, Help Desk Migration provides a free Demo Migration to transfer 20 tickets and all related data, so you can review results before the Full Migration.

Yes, the side conversation will be preserved on your new Zendesk instance, and call recordings will be migrated as attachments.

To analyze your demo migration results when migrating from Zendesk to Zendesk with Help Desk Migration, start by reviewing the migration summary report in your account to confirm that tickets, users, organizations, and attachments were transferred. Next, log into your target Zendesk and check the demo records directly, verifying that ticket IDs, custom fields, tags, statuses, and attachments match your source setup. Pay close attention to custom field mapping and relationships (ticket-to-user, ticket-to-organization) to ensure workflows remain intact. If something doesn’t align with your expectations, adjust your mapping or settings in the migration wizard and rerun the demo. Running multiple demo migrations is encouraged until you’re confident in the results.