Importing Data to Help Scout from ConnectWise
Exporting your data from ConnectWise can be a challenge. Oftentimes, vendors will attempt to dissuade you from importing tickets to a new help desk. The thing is, they are going to lose a paying customer. However, there is a way to import your tickets as properly and successfully as possible.
Limited Import Support
Help Scout does present migration methods from ConnectWise. The import instrument can be utilized for Zendesk, Desk, and UserVoice.
If you are not importing data from those platforms, you can download the CSV file or employ their API. so you can take advantage of the latter you must have an IT specialist in the team.
Lack of Dedicated IT Specialist
If you cannot employ the import tool or it is not working adequately for you, the API method might do the job. Basically, you write your own code following the documentation and use it for the data migration process.
This approach, however, will require a coder to write a script. Chances are, the code might not work as intended.
Unguarded Data
CSV may be a quick way to compose your data in a sole document – but the challenge is having to manage a number of variables that can change based on your choice and character of records.
As a result, your team won’t manage to check the data beforehand and prepare for data loss after the transition.
Let us Make Data Migration Easier
Migrating your data from ConnectWise to Help Scout musn’t be hard. Do not waste your days with the technical details and focus only on stuff that matter such as the satisfaction rate of your customers. Here is how we can help import your data for you.
Import from ConnectWise to Help ScoutHow Our Team Can Help You
Having years of development and experience, we know everything about the value of data transition and why it should be done as efficiently as possible.
We are familiar with dozens of help desks and helpdesk-like platforms.
Every ticket, conversation, user, and other data will be brought in Help Scout unchanged. Here is a list of what we can do for you.
Fast Transition
Migrating your data should not take days or weeks. We know that delays may cause downtimes which can affect your effectiveness. Allow us to manage the transition process and we will shave off the transition time. Meanwhile, you can continue your staff workflow and customer interactions will not be affected or will be resumed as fast as possible.
Data Security with Trials
We handle data with care simply by offering a trial stage. You are able to run tests before migration to detect and iron out any kind of kinks and issues with the process. Once you are satisfied and no troubles come up, it is a go with the importation.
Effortless Help Scout Import
Surely, the main perk of using our tool is the simplest migration process. It doesn’t require any apps to set up or code to write for the import to happen. Just a few clicks on the screen and you can leave everything to us.
High-Quality Ticket Migration
We are aware that you want everything migrated seamlessly without the data corruption. That is why we constantly check and update our migration methods. Let us do everything and know that your data is secured with our professionals.
Why it’s Worth Using our Data Migration Tool
Data Security and Privacy Ensured
We know that the contents of your records need to be secure. Data security will always be observed, and we work hard to keep your records secure. Any information during the transition process will be kept secret.
Quality Support 24/7
Should you have any questions, our professionals are always open to take care of them. We will help you through the whole process and supply extra assistance and documentation for any other concerns until we’re sure the migration process is running as proficiently as possible.
Complete Data Integrity
Our professionals have worked 24/7 to optimize our migration method in order that your data will be intact once imported directly into Help Scout. We will remain linked throughout the whole procedure so you can be aware of what data is being moved and what data has been imported successfully.
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 Automated Help Scout Import Process
Import preparation
Preparation is crucial for a successful migration process. To make certain the complete process will pass correctly, sign in to your Help Scout account and start creating the required custom fields and agent profiles. You will also have to disable all the triggers and automations.
Adding your ConnectWise
After you have done the pre-steps, the following step is providing the access to your ConnectWise. The data is required by our migration tool and experts to begin the importation process.
Connecting Help Scout
When you have linked your ConnectWise, it is time to let our tool access your Help Scout account data. The migration tool will guide you on what you should do and when you provide access to our tool, the tickets along with other data will be moved to their new help desk.
Correct your data migration
We can also import only the data that you want. Just select what data you want to move. If additional custom encoding is needed for you, just inform us. Once that is finished, we will do the task of migrating data from your ConnectWise and matching them with the ticket fields you have prepared.
Take a trial run
To ease your mind, you can demand a data migration test. Follow how your data is going to be migrated into Help Scout. Following the trial stage, you will be able to see a limited amount of your data going into Help Scout.
Help Scout Complete Migration
If you are content with a demo run, examined the migration tool, and chatted with our professionals, we are now all set for the importation. Pick an quiet time for your support department and finalize 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 Always Here for You
Hands-Off data migration If you would like to get acquainted our service first, reach out to our specialists to get a free trial run. You will get a possibility to follow the full process before setting up the real thing.
Migration to Help Scout together with our experts
Feeling concerned about manual moving records by yourself? Our experts are ready for your message.