Importing Data to Help Scout® from Atera
Migrating your data from Atera can be a challenge. Oftentimes, help desk vendors will try to lock you up in their solution. The thing is, they will lose a paying client. However, there exists a way to migrate your tickets as safely and successfully as possible.
Limited Transfer Support
Help Scout® does present migration methods from Atera. The import application can be used for Zendesk, Desk, and UserVoice.
If you are not importing information from those help desks, you can download the CSV file or employ their API. and in order to use the last mentioned you need to have an IT specialist inside your team.
Lack of devoted IT Specialist
If you cannot employ the import tool or it is not working adequately for you, the API approach might work. What you do is you write your own script following the documentation and put it to use for the data importation process.
This technique, however, will need a coder to write a script. Chances are, the script might not work as planned.
Unguarded Data
CSV may be a quick way to compose your data in a sole file – but the catch is having to manage a multitude of variables that can change based on your choice and nature of data.
Consequently, your business won’t manage to test out data in advance and prepare for data loss after the migration.
Let us Make Data Importation Easier
Moving your records from Atera to Help Scout® musn’t be tricky. No need to spend your time with the technical details and concentrate only on things that is vital such as the satisfaction of your customers. Here is how we can help transfer your info for you.
Import from Atera to Help Scout®How Our Team Can Help You
Having years of development and expert skill, we are aware of the importance of data transition and why it must be done as successfully as possible.
We are adept with dozens of help desks plus helpdesk-like platforms.
Every ticket, conversation, user, and other data will be moved to Help Scout® intact. This is a rundown of what our team of experts can do for you.
Fast Transition
Transferring your records should not take hours or days. We understand that delays can cause downtimes which can affect your effectiveness. Entrust us with the migration process and we will slice off the transition time. Meanwhile, you can go on with your staff workflow and customer service will not be impacted or will be in full flow as fast as possible.
Ensure Data Safety with Trials
We handle data with care by simply providing a trial phase. You can run tests before the import to identify and fix any kinks or issues with the process. As soon as you are happy with the result and no problems occur, it’s time to start with the importation.
Hassle-free Data Import to Help Scout®
Perhaps, the main perk of using our tool is the simplest import process. You do not need any apps to install or script to write for the import to take place. Just a few taps on the screen and you can pass everything to us.
High-Quality Ticket Import
We understand that you need everything migrated effortlessly without any data breach. That is why we continuously test and update our migration tool. Leave everything to us and be certain that your data is secured with our professionals.
Why you Should Use our Data Migration Tool
Data Security and Privacy Ensured
We understand that you need the contents of your data secure. Data privacy will always be observed, and we work hard in order to protect your data. Any info during the transition process will be kept secret.
Dedicated Support 24/7
Should you have any questions, our team is always open to take care of them. We will assist you through any process and provide additional support and documentation for any other questions until we’re sure the importation process is operating as proficiently as possible.
Complete Data Integrity
Our developers have worked 24/7 to optimize our migration process so that your records will be unaltered once imported directly into Help Scout®. We will stay connected through the complete process so you can be aware of what data is being transferred and what data has been moved all right.
What you can migrate
That the list is generalized and may differ depending on your target platform
Help Desk Objects
Tickets
with replies, notes and attachments
Contact
Companies
Agents
Agents Groups
Knowledge Base Objects
Articles
with images and attachments
Categories
Folders
A Look at The Automatic Help Scout® Import Process
Import preparing
Preparation is the key for a successful migration process. To make sure the whole migration will be correct, log in to your Help Scout® account and create the necessary custom fields and agent profiles. You will also need to turn off all the triggers and automation rules.
Connecting your Atera
After you have done the pre-steps, the following step is giving the credentials of your Atera. The info is necessary for our import tool and experts to start the migration .
Accessing Help Scout®
When you have attached your Atera, it is time to link your Help Scout® account to our tool. The migration wizard will tell you what to do and when you provide access to our service, the tickets and other records will be imported to their new customer service platform.
Adjust your data migration
We can also import only the records that you choose. Just tell what records you want to import. If additional custom encoding is required for you, just let us know. As soon as that is finished, we will do the task of moving data from your Atera and linking them to the ticket fields you have set up.
Do a trial run
To stop your worries, you can demand a data migration demo. See how your data is going to be migrated into Help Scout®. After the trial stage, you will be able to observe a small part of your data entering Help Scout®.
Help Scout® Importation
If you are content with a demo run, checked out the import tool, and chatted with our specialists, we are now ready for the importation. Decide on an off-peak time for your support team and start the migration.
Hear from our satisfied clients
Thank you so much and thank you for being on-call for support - that was really nice.
I was very hesitant since I have never done anything like this before. The team was super willing to answer any questions I had which offered me the reassurance and confidence needed to complete the migration.
...for us, it was about simplicity and good support. We found both of those things when using your import tool.
We are Here for You
Automated data migration If you would like to get acquainted our tool first, contact our professionals for a free demo. You will get a possibility to see the entire procedure before setting up the real thing.
Import to Help Scout® together with our professionals
Feeling squeamish about by-hand moving data on your own? Our experts are on standby for your call.