Zendesk data import, export, and merging

How to Import, Export & Merge Zendesk Data Without Interrupting Your Support Operations

Move tickets, contacts, knowledge base articles, and other data from any help desk, CSV, or Zendesk account confidently. Our migration solution takes care of it all, ensuring a secure and accurate help desk data import to Zendesk without downtime for your team or customers.

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Available fields and records for Zendesk data transfer

HELP DESK

Agents Migration

With Help Desk Migration, you can map agents from your source platform to agents in Zendesk and vice versa to control how tickets are assigned after migration. You can map multiple agents to a single one.

Missing agents

No problem — you can automatically create Zendesk agents during the setup process.

Deleted and inactive agents

You can reassign tickets from deleted or inactive agents to an active agent on the target platform.

Customer Fields:

  • ID
  • Name
  • Email
  • Phone
  • Company
  • Details
  • Language
  • Time zone
    • String custom fields
    • Boolean custom fields
    • Dates custom fields
    • Number custom fields

Organization Fields:

  • ID
  • Name
  • Description
  • Domains
    • String custom fields
    • Boolean custom fields
    • Dates custom fields
    • Number custom fields

Ticket Fields:

  • ID
  • Subject
  • Tags
  • Company
  • External ID
  • Group
  • Source
  • Status
  • CC
  • Staff
  • Contact
    • Comment author
    • Comment privacy
    • Comment publicity
    • Comment body
    • Comment attachments
    • Comment recording
    • Comment created date
    • Conversation subject
    • Conversation external IDs
    • Conversation status
    • Conversation events
    • Conversation created date
    • Conversation updated date
  • Created date
  • Updated date
  • Closed date
  • Brand
  • Form
  • Custom status
  • Type
  • Priority
  • Due date
    • String custom fields
    • Boolean custom fields
    • Dates custom fields
    • Number custom fields

BUSINESS RULES

Macros Fields:

    • Name
    • Status
    • Dynamic action fields
    • Name
    • Status
    • Dynamic action fields
    • Name
    • Status
    • Dynamic action fields
    • Name
    • Status
    • Dynamic action fields

Trigger Fields:

    • Name
    • Status
    • Dynamic action fields
    • Name
    • Status
    • Dynamic action fields
    • Name
    • Status
    • Dynamic action fields
    • Name
    • Status
    • Dynamic action fields

KNOWLEDGE BASE

Category Fields:

  • Name
  • Description
  • Position
  • Translations

Section Fields:

  • Name
  • Description
  • Position
  • Category
  • Translations

Article Fields:

  • Title
  • Body
  • Position
  • Author
  • Folder
  • Status
  • Tags
  • Redirects
  • Translations
  • Attachments
  • User segments
  • Permission groups

Whether you’re migrating from a legacy system or consolidating help desk data from other sources in Zendesk, Help Desk Migration will help you import your records hassle-free.

Import your data to Zendesk using Help Desk Migration. Secure, automated way to transfer your business data in a simple and swift manner.
The easiest way to import data into Zendesk is by using an automated migration tool like Help Desk Migration. It simplifies the process by letting you configure field mappings, securely transfer data, and maintain relationships between tickets, users, and other records—all without manual effort or technical hassle.
With Help Desk Migration, you can seamlessly import agents, contacts, companies, tickets, attachments, call recordings, help center articles, content translations, custom fields, and other essential data—ensuring nothing gets left behind during your move to Zendesk.
Yes, Help Desk Migration allows you to customize your import by filtering data based on specific parameters—such as date ranges, recently updated records, ticket status, or other criteria. This way, you only move the data that matters most to your team.
Absolutely. You can run a Demo Migration to import a limited set of data and see how the field mapping works, review the structure, and verify the results—all before launching the Full Migration.
Data import takes from a few hours to a few days. Everything depends on the data volume and your source platform.
Yes, with Help Desk Migration, you can run a Demo Export to preview how your data—such as tickets, users, and articles—will look after export. This lets you review the structure, formatting, and completeness of the data before initiating the full import.
No, the import does not overwrite your existing Zendesk data by default. Instead, it adds new records. However, if you need to update or match specific records (like users or organizations), we can configure the import rules accordingly. You'll have full control over how data is mapped and handled during migration.
Yes, you need to have admin access in your Zendesk account to perform a data import. Admin permissions ensure that the migration tool can access, create, and map all necessary records such as tickets, users, custom fields, and settings.

Thinking of moving from Zendesk to a platform that fits your needs better? Or maybe you want to centralize all your customer service data in one place? Whatever your goal, our service makes exporting your data effortless.

Using an automated migration tool like Help Desk Migration, you can export a wide range of Zendesk data, including agents, organizations, customers, tickets, ticket fields, comments, attachments, Help Center categories, sections, articles, and content translations. All data is extracted with relationships intact and ready for use in reporting, archiving, or migration.
Yes, you can export your Zendesk data in CSV format. Once exported, the file can be easily opened and viewed in Excel for reporting, analysis, or record-keeping purposes.
Absolutely. All data transfers are encrypted and handled using secure protocols. We follow industry-standard data protection practices to keep your information safe.
No, currently our tool does not support automatic recurring exports. Each export needs to be initiated manually.
No, exporting data will not impact your active Zendesk account. The process is performed via the Zendesk API, which allows data to be extracted securely in the background without disrupting your day-to-day operations or agent workflows.
Yes, you can export both attachments and inline images from your Zendesk tickets. Our migration tool ensures that all file types and embedded visuals are included and properly linked in your exported data.
Yes, Help Desk Migration offers a full account backup option. You can export all key data—tickets, users, organizations, attachments, knowledge base articles, and more—into structured formats like CSV or database dump for secure storage, compliance, or future use.
There’s no strict limit. We support exporting large datasets and can scale the process based on your Zendesk account size and complexity.
No technical skills are required. Help Desk Migration is designed to be user-friendly and intuitive. You can export your Zendesk data through a guided interface without writing code or dealing with complex configurations. Our team is also available to assist if needed.

Whether you’re merging accounts after an acquisition, consolidating regional teams, or creating a fresh environment for a new project, migrating data between Zendesk instances is seamless with Help Desk Migration.

Merging Zendesk accounts means moving data from one or multiple Zendesk instances into a single, unified environment. This process is often referred to as Zendesk-to-Zendesk migration, and it ensures all your support data—tickets, users, agents, Help Center content, and more—comes together seamlessly.
Yes. Our migration tool includes logic to identify and handle duplicate records. You can configure rules to merge, skip, or flag duplicates—ensuring clean, consolidated data in your target Zendesk account.
Yes, we can customize the migration process to include only the specific ticket types or categories you want to merge.
For agents, we always recommend creating the same agent accounts on the target Zendesk as on the source, to ensure accurate mapping during the merge. As for contacts, we check for duplicates to avoid conflicts. There’s also the option to map custom fields — so it’s important to create those custom fields on the target account in advance to ensure everything is properly mapped.
Yes, it is safe to merge accounts with different field structures. During the migration, Help Desk Migration maps and matches fields between accounts to ensure data is transferred correctly. If there are fields that don’t have a direct match, we’ll help you customize the mapping or create new fields to preserve your data integrity.
Before migrating, review and clean up your source Zendesk data, workflows, and apps. Set up custom fields, macros, triggers, and agent profiles in your target Zendesk, and activate the Help Center if needed. Plan your migration timeline and prepare your agents to handle incoming data. Lastly, ensure your data meets security and compliance standards and set proper permissions to keep everything secure during the migration.
Yes, when merging Zendesk accounts, all ticket history, including comments and attachments is preserved and transferred to the target account. This ensures you maintain a complete record of your customer interactions.
Unfortunately, once a merge is completed, it cannot be undone automatically. That’s why we recommend backing up your data before starting the merge. If any issues arise, our support team is available to help you resolve them as quickly as possible.
Yes, it is possible to merge sandbox and production Zendesk environments. However, it requires careful planning to handle differences in data, configurations, and workflows. We recommend consulting with our migration experts to ensure a smooth and accurate merge.

Splitting a Zendesk account into two separate instances can be tricky and stressful. With Help Desk Migration, the process becomes simple and reliable — we’ll help you seamlessly organize your contacts, tickets, and other data between both accounts with ease.

A Zendesk account split is a customized migration from one Zendesk account to another, where you transfer specific data—such as selected tickets, users, or contacts—into a new Zendesk instance. This allows you to organize your support environment by moving only the data you need, rather than migrating everything.
You might want to split your Zendesk data to better organize support teams, separate regions or departments, manage different brands, or comply with specific data regulations. Splitting helps streamline workflows by keeping relevant tickets, users, and information in dedicated Zendesk accounts, improving efficiency and clarity.
Yes. You can filter and select specific tickets or even custom field values to move to the new account(s).
After splitting your Zendesk account into multiple instances, related data such as tickets, contacts, and organizations will be organized into their respective accounts. However, cross-account links may not be preserved, so some manual adjustments might be needed to maintain relationships between split data.
The split process itself is not directly reversible. However, you can first migrate your data to a Zendesk sandbox account to test and review the split. Once you’re confident everything is correct, you can proceed with the full migration to your production account. This approach helps minimize risks.
Yes, we can help split your Zendesk accounts based on ticket volume or other criteria you specify. This allows you to organize data efficiently and ensure a balanced distribution across your Zendesk instances.
No, splitting your Zendesk account does not require downtime. The migration runs in the background, allowing your support team to continue working without interruptions during the process. Also, you can add tags to the tickets you plan to migrate to help you track and organize them throughout the migration process.
You can use our migration option to "add tag" and highlight the data that has been migrated for easy tracking and organization.
Yes. With Help Desk Migration, you can split your Zendesk data across two or more separate instances while preserving relationships between users, tickets, organizations, and other records.

Switching platforms? Help Desk Migration makes it easy to move your support history, customer data, and knowledge base from any help desk to Zendesk without losing a single detail.

Importing data usually refers to transferring data into a system from files like CSVs or databases, often as a one-time upload. Migrating data, on the other hand, involves moving data from one platform or environment to another—often including complex mapping, preserving relationships, and ensuring data integrity across systems.
Yes, you can migrate data between different Zendesk environments, such as from sandbox to production. Help Desk Migration supports these transfers to help you test in sandbox before moving your data to the live environment smoothly and securely.
We can customize the migration to transfer your original ticket IDs into a custom field in Zendesk for reference. However, timestamps will be updated to reflect the date of the migration itself.
Yes, admin access is required for both the source and destination Zendesk accounts to ensure a smooth and secure migration process. This access allows the migration tool to read data from the source and write it accurately to the destination.
Yes, you can migrate your knowledge base content—including categories, sections, articles, and translations—between Zendesk accounts using Help Desk Migration. This ensures your help center remains consistent and fully accessible after the transfer.
Yes, custom field mapping is fully supported. You can map your source platform’s custom fields to corresponding fields in Zendesk to ensure all your unique data is accurately transferred during the migration.
Existing data in the destination account remains intact during migration. Help Desk Migration adds new records without overwriting or deleting your current data, ensuring a safe and seamless transfer.
The migration process is designed with security in mind. All data transfers are encrypted and handled via secure APIs, ensuring your sensitive information stays protected throughout the migration. We also follow strict privacy and compliance standards.
The duration of data migration depends on the volume of data, but our automated process is designed to be fast and efficient, minimizing disruption. On average it takes from a few hours to a few days.
Help Desk Migration

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Migrate your Zendesk data without trouble from what really matters—supporting your customers’ inquiries.

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How to Enhance Your Zendesk Data Import with Additional Options

Add tags to newly migrated tickets

To stay organized from day one, you can automatically add custom tags to all tickets during migration. Filtering, prioritizing, and managing your migrated tickets will immediately become easier. This will save your team’s time and boost efficiency as you settle into your new help desk.

How it works

Migrate the newest records first

When performing your data import to Zendesk, you have the option to transfer tickets in chronological order, starting with the newest ones. This will give your team quick access to the most recent conversations, minimizing disruption during the transition.

How it works

Skip attachments

By default, Help Desk Migration transfers all attachments along with your tickets to ensure nothing important is left behind. However, you can choose to skip attachments during setup if you prefer a faster import to Zendesk or want to save storage space on your new platform.

How it works

Migrate side conversations

Moving help desk data to Zendesk instance? Rest assured that all side conversations will be migrated along with your main tickets, keeping internal discussions accessible without tiresome copy-pasting.

How it works

Migrate call recordings

Call recordings are essential for training, compliance, and maintaining a complete record of customer interactions. Our migration service transfers these types of records as attachments so your team can continue to reference these resources after the migration.

How it works

Migrate inline images as attachments

Help Desk Migration preserves all important visual data. Screenshots, visual instructions, and other imagery data can be securely imported to Zendesk as attachments during Full Migration, keeping your team’s access to the full context of each ticket after the move.

How it works

Update cross-links between articles

No need to add cross-links between articles post-migration. Our service can preserve them during Full Migration, keeping helpful references and internal navigation intact on your new platform. Your knowledge base will be ready to use as soon as the transfer is complete.

How it works

Migrate content translations

If your support content is available in multiple languages, Help Desk Migration will transfer all translations, as well. Your global audience will continue to receive consistent, localized support on the new platform without any gaps in service or information.

How it works

Use Custom Demo

Alongside the standard Free Demo, you’re welcome to try a Custom Demo before committing to Full Migration. With the Custom Demo, you select 20 tickets and 20 knowledge base articles to get a clear, personalized preview of how your migration will proceed.

How it works

Special Features

DELTA MIGRATION

Planning to use your source platform during migration? Delta migration ensures a seamless, complete data transfer to your new help desk. After the main migration, it captures any new or updated tickets created in your old system while the migration was running. This way, your new platform is always up to date, without any duplicates or gaps.

INTERVAL MIGRATION

Interval migration allows you to schedule migration around your business needs. You can pause and then resume the data transfer during periods that work for your team — like after business hours or on weekends — so your support operations stay uninterrupted. Interval Migration is ideal for companies that can’t afford downtime during peak hours.

CUSTOMIZATIONS

If your migration involves importing specific records, deduplicating data, or handling unique requirements our automated tool can’t manage, just schedule a call.
We’ll take care of all prep work, ensuring a smooth, tailored migration experience.

Why migrate to Zendesk

  • One place for all your support channels

    No more bouncing between email, chat, and social media. Zendesk brings everything together in one workspace so your team can respond faster and never miss a beat.

  • Easy to use

    Zendesk is simple, intuitive, and easy to customize. You can set it up to match your team’s workflow, not the other way around.

  • Work smarter, not harder

    Zendesk’s automation features take the repetitive tasks off your plate. Set up triggers, automations, and workflows so your team can focus on what really matters: helping your customers.

  • AI that actually helps

    Built using real customer service data, Zendesk’s AI knows how to handle common questions, automate responses, and suggest solutions to your agents. This means less manual work and happier customers.

  • Grow without growing pains

    Whether you’re a small team or a global enterprise, Zendesk scales up (or down) effortlessly. No need to worry about outgrowing it or dealing with complicated upgrades.

  • Plays well with others

    Zendesk connects easily with over 1,500 other apps and tools, from Slack to Shopify. You can keep using what you love while making your support even more powerful.

  • Honest pricing, real value

    Zendesk’s pricing is straightforward — no hidden fees or surprises. Teams often see a quick return on investment, thanks to automation and the time saved by having everything in one place.

  • Peace of mind for your data

    Security is a big deal. Zendesk takes care of your data, making sure everything stays safe and compliant during and after the migration.

Help Desk Migration — a solution trusted by teams that imported data to Zendesk

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The easiest way to import data into Zendesk — here’s how

Help Desk Migration

A simple migration workflow

1

Choose your source and target

Select the help desk you’re migrating from and your Zendesk account as the destination.

2

Select and map your data

Choose the key objects you want to move — agents, organizations, customers, tickets, macros, or triggers — and map them to ensure everything lands in the right place.

3

Run a demo migration

Test the process with our Free Demo to see how your data will look in Zendesk before committing.

4

Verify your data

Review the demo results to make sure everything transferred accurately. You have the flexibility to remap the data and run multiple free demos until you are fully satisfied with the outcome.

5

Purchase and run Full Migration

Once you’re confident, run the Full Migration and watch your data move seamlessly to Zendesk.

Looking for a Zendesk trial with benefits?

Sign up for a Zendesk account using our partner link and get 10% migration discount reserved for you.

Get Zendesk plus 10% off migration

How Help Desk Migration takes care of your security and compliance

Security and Compliance

GDPR-compliant

We take your data privacy seriously. Our platform fully complies with GDPR, handling personal information with the highest standards of security and transparency. You can trust us to protect your customers’ data throughout the migration process.

SOC 2 Type II certified

Our security practices meet the rigorous SOC 2 Type II standards, demonstrating our commitment to strict control over data confidentiality and integrity. This certification means your data is managed within a trusted and secure environment.

Encrypted during transit and storage

Your data is protected at every step. We use strong encryption for databases, storage solutions, and transmission channels, using HTTPS connections for all migrations. This keeps your information safe from unauthorized access, both in transit and at rest.

No third-party access

Your privacy and security are our top priorities. That’s why no third parties have access to your data during migration. Our dedicated team and secure systems handle everything internally so that your information remains confidential and protected.

The ROI of data import to Zendesk with Help Desk Migration

Zendesk is designed to help businesses cut operational costs with its features for agent efficiency, flexible pricing, and easy setup — especially compared to older or more complex platforms. By using Help Desk Migration for your Zendesk import, you’ll get even more value from your investment. Curious about the ROI of moving to Zendesk with Help Desk Migration? Check out how much your company could benefit today.

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    Help Desk Migration customers see an average ROI exceeding

    Help Desk Migration

    Ready to move your data to Zendesk and experience one of the industry’s leading help desk platforms?

    Let Help Desk Migration handle your transfer—smooth, secure, and tailored to your needs.

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