Importing Data to Help Scout from Autotask PSA
Migrating your data from Autotask PSA is often a problem. Oftentimes, vendors will try to dissuade you from importing tickets to a new help desk. Well, they are losing a paying customer. Nevertheless, there exists a way to import your data as securely and successfully as possible.
Limited Transfer Support
Help Scout does offer migration methods from Autotask PSA. The import tool can be utilized for Zendesk, Desk, and UserVoice.
If you are not importing data from those help desks, you can compile the CSV file or use their API. so you can utilize the latter you need to have an IT professional inside your crew.
Lack of devoted IT Specialist
If you cannot employ the import tool or it is not working adequately for you, the API option might do the job. Basically, you write your own script according to the documentation and make use of it for the data importation process.
This technique, however, will require a developer to write a script. There’s a high possibility that the script might not work as wanted.
Unguarded Data
CSV may be a quick way to compose your data in a sole file – but the catch is having to handle a multitude of variables that can change according to your selection and nature of data.
As a result, your business won’t be able to test out result previously and get ready for data corruption after the transfer.
Let us Make Data Importation Effortless
Migrating your records from Autotask PSA to Help Scout musn’t be tough. Do not waste your time learning the technical aspect and focus only on things that matter such as the satisfaction of your buyers. Here is how we can help import your records for you.
Import from Autotask PSA to Help ScoutHow Our Team Can Help You
Honed with years of development and expertise, we understand the importance of data importation and why it must be carried out as proficiently as possible.
We are familiar with dozens of help desks plus helpdesk-like platforms.
Every ticket, conversation, user, and other records will be imported to Help Scout unchanged. Here is a rundown of what we may do for you.
Swift Transition
Migrating your records should not last hours or days. We understand exactly how delays can cause downtimes which can impact your productivity. Entrust us with the migration process and we will shave off the migration time. In the meantime, you can continue your staff workflow and customer assistance will not be changed or will be in full flow as quickly as possible.
Ensure Data Safety with Trials
We handle records with care by providing a demo phase. You are able to set up a trial before migration to identify and iron out any possible errors and issues with the process. If you are happy with the result and no troubles occur, it’s time to start with the importation.
Effortless Data Import to Help Scout
Surely, the main perk of using our tool is the simplest import process. It doesn’t require any programs to install or code to write for the process to take place. Just a few taps on the screen and you can leave everything to us.
High-Quality Ticket Import
We are aware that you need everything migrated smoothly without any data corruption. That is why we continuously check and upgrade our migration methods. Leave everything to us and know that your data is out of harm’s way with our specialists.
Why it’s Worth Using our Data Migration Tool
Data Security and Privacy Ensured
We know that the contents of your records have to be safe. Data privacy will always be respected, and we go the extra length to protect your data. Any information during the migration process will be kept confidential.
Quality Support 24/7
Should you have any questions, our professionals are always open to take care of them. We will walk you through the whole process and supply additional assistance and details for any other questions until we’re sure the importation process is running as effectively as it can.
100% Data Integrity
Our professionals have worked 24/7 to optimize our migration tool so that your data will be unaltered once moved into Help Scout. We will stay connected throughout the whole process so you can know what data is being transferred and what records have been migrated 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
An overview of The Automatic Help Scout Migration
Import preparing
Preparation is crucial for a successful migration outcome. To ensure the whole process will be correct, sign in to your Help Scout account and set up the necessary custom fields and agent profiles. You will also need to disable all the triggers and automation rules.
Adding your Autotask PSA
After you have done the pre-steps, the following step is supplying the access to your Autotask PSA. The data is necessary for our migration tool and specialists to start the migration process.
Connecting Help Scout
Once you have attached your Autotask PSA, it is high time to link your Help Scout account to our tool. The migration tool will guide you on what to do and as soon as you give access to our tool, the tickets and other data will be imported to their destination system.
Correct your data migration
We can also import only the records that you need. Just check what data you have to import. If extra customization is needed for you, just let us know. Once that is ready, we will do the work of moving records from your Autotask PSA and connecting them to the ticket fields you have made.
Take a trial run
To stop your worries, you can demand a data migration trial. See how your data is going to be moved into Help Scout. After the demo process, you will be able to observe a small part of your data going into Help Scout.
Help Scout Complete Migration
Once you are content with a demo run, checked out the migration tool, and spoke to our specialists, we are now all set for the migration. Pick an off-peak time for your support department and start the import process.
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 Always Here for You
Hands-Off data migration If you would like to get acquainted our tool first, contact our specialists for a free trial run. You will get a chance to see the complete process before beginning the full thing.
Migration to Help Scout together with our specialists
Feeling concerned about by-hand moving data on your own? Our professionals are on standby for your message.