USA
location
1999
founded
2-10
employees
Data migrated
- Tickets
- Contacts
- Companies
- Staff
Industry: Managed IT Service
Location: Pleasant Hill, CA
Type of migration: Freshservice to Autotask PSA
The challenge: The IT service provider encountered a challenge—temporarily moving from Autotask PSA to Freshservice, then migrating all their data back to Autotask.
The solution: Automated migration for precise data transfer from Freshservice to Autotask PSA.
The result: ZENOPS successfully migrated their data to Autotask PSA.
The data migration went well and the support was top notch. Help Desk Migration greatly decreases the amount of time it takes to migrate between systems. It also helps reduce the amount of time technicians or help desk employees have to work on reconciling migrated data.
About ZENOPS
ZENOPS is a forward-thinking team of network engineers, technicians, and consultants dedicated to deliver IT solutions and proactive support for small- and medium-sized businesses across California. At ZENOPS, they put a premium on optimizing company workflows. By carefully assessing how teams utilize technology, software, and hardware, they gain insight into the strength of IT infrastructure, the effectiveness of application integrations, and the best ways to implement a workflow that eliminates repetitive tasks.
Autotask helps ZENOPS manage customer relationships, track projects, and monitor service requests in real-time, all from a single platform.
Could you please share your experience with data migration using Help Desk Migration?
The data migration went well and the support was top notch. I encountered some issues which were related to unclear documentation. The support team assisted me until the issue was resolved.
What made you switch from Freshservice to Autotask PSA, and how did Help Desk Migration help you address the challenges?
We had to temporarily switch away from our PSA due to a contractual issue with the software vendor. Once the issue was resolved, we switched back and had to copy our data from a temporary ticketing system to our PSA.
So, migrating historical data was a key part of your transition—would you say that’s accurate?
We had ongoing work that we needed to see through to completion and we had tickets that needed to be billed.
Why would you recommend using an automated data migration tool?
It greatly decreases the amount of time it takes to migrate between systems. It also helps reduce the amount of time technicians or help desk employees have to work on reconciling migrated data.
We’re always curious—how did you first hear about Help Desk Migration?
I searched on Google for tools to help migrate between FreshService and Autotask.
What other options did you consider aside from our service?
FreshService’s native XML export was the only other option I considered. We had a very short window between when the contract issues were resolved and when we lost access to FreshService.
What are 2–3 tips you’d give to others planning a data migration?
If you have time, make sure to plan and test your migration as much as possible. Also, make sure that any notifications that could be sent to users or agents have been disabled during the migration.