Zendesk Data Migration in a Moment

Start with preparing your current help desk, then go to planning. Choose the most suitable day, draw a checklist of what and when should be turned off on your Source, and what setting should be done on Zendesk. Then go to the data migration. After your data has landed on Zendesk, check if everything is in place. For a more detailed guide, visit our Zendesk migration checklist.

With Help Desk Migration, you can automatedly import to Zendesk and export from Zendesk such records: tickets, contacts, organizations, agents, groups, ticket attachments (or skip), ticket notes public and private, tags, inline images, ticket custom field, organization custom fields, contact custom fields, CC in tickets, Created_at; Updated_at, Closed_at, knowledge base articles, knowledge base attachments, knowledge base tags, and inline images.

With Help Desk Migration, you have zero downtime during importing and keep helping your customers. Once the Full MIgration is complete, you can run a Delta migration and import only updated or new records without duplication.

If you cancel your account or change access credentials, your migration will fail. In case of Zendesk, after you request cancellation of your Zendesk account, it’ll be canceled at the end of your billing cycle.

Use automated migration to export your knowledge base articles, tags, and attachments automatedly using Migration Wizard.

You can migrate to the same Zendesk instance more than once, yet you need to create a new data migration each time.

Use the Help Desk Migration service to export your Zendesk tickets. Your Zendesk plan impacts the speed of your migration, as each has specific API limits.

Clients often want to bring data into Zendesk for a few key reasons:

• Moving from another help desk system to Zendesk? Importing data ensures a smooth transition.
• It's essential to keep historical customer interactions and support data for reference or compliance.
• Clients seek to streamline their support channels by consolidating data within Zendesk.
• Importing data allows clients to leverage Zendesk's reporting and analytics features for insights.

Importing data from a CSV file to a database depends on the specific database system you are using. Generally, you can use SQL or a database management tool to accomplish this. You'll need to create a table in your database that matches the structure of your CSV file and then use SQL commands or a database import tool to load the data.

Uploading files to Zendesk is straightforward:

• When creating or editing a ticket or article, you'll find an option to attach files.
• Choose your file from your device or cloud storage.
• Once selected, the file attaches to the ticket or article, and you can submit or save your changes.

Zendesk supports various file types, including documents and images. Or you can use Help Desk Migration service and import all related information along with the tickets, customers, agents, and agent groups automatedly and properly.