Importing Data to Help Scout from Crisp
Switching from Crisp is often a challenge. Oftentimes, help desk companies will attempt to lock you up in their solution. The thing is, they will lose a paying customer. Nevertheless, there is a way to transfer your data as properly and effortlessly as possible.
Minimal Transfer Support
Help Scout does deliver transfer instruments from Crisp. The import application can be used for Zendesk, Desk, and UserVoice.
If you are not importing tickets from those systems, you can compile the CSV file or employ their API. And to take advantage of the last mentioned you must have an IT specialist in your crew.
Absence of devoted IT Expert
if you fail to make use of the import tool or it is not working effectively for you, the API approach might work. What you do is you write your own migration code according to the documentation and use it for the data migration process.
This method, however, will need a coder to write a script. Chances are, the code might not work as expected.
Unprotected Data
CSV may be a fast method to put your data together in one file – but the catch is having to cope with a number of variables that can change according to your choice and character of records.
Consequently, your team won’t have the ability to check the result in advance and get ready for data corruption after the transition.
Allow us to Make Data Importation Easier
Migrating your records from Crisp to Help Scout doesn't have to be exhausting. No need to spend your days learning the technical details and focus only on stuff that is vital such as the satisfaction rate of your customers. Here is how we can help import your information for you.
Import from Crisp to Help ScoutHow We Can Assist
After years of practicing and expert skill, we are aware of the importance of data migration and why it should be carried out as efficiently as possible.
We are familiar with dozens of help desks plus helpdesk-like systems.
Every ticket, conversation, requester, and other data will be moved to Help Scout intact. This is a list of what our team of professionals can do for you.
Smooth Migration
Migrating your records should not take hours or days. We understand how delays may cause downtimes which can impact your effectiveness. Allow us to manage the transition process and we will slice off the transition time. Meanwhile, you can continue your staff workflow and customer support will not be impacted or will be resumed as quickly as possible.
Ensure Data Safety with Tests
We handle data with care by simply providing a testing stage. You can run tests before migration to detect and fix any kind of kinks and difficulties with the process. As soon as you are satisfied and no issues arise, it’s high time for the full import.
Effortless Data Import to Help Scout
Surely, the main advantage of using our tool is the seamless import process. You do not need any software to download or script to write for the import to happen. Just a few clicks on the screen and you can pass everything to us.
Qualitative Ticket Import
We are aware that you need everything moved effortlessly without any data breach. That is why we consistently test and update our migration methods. Let us do everything and be certain that your data is secured with our experts.
Why it’s Worth Using our Data Import Services
Security and Privacy Assured
We understand that you need the contents of your data secure. Data security will always be respected, and we work hard to keep your records secure. Any info during the transition process will be kept private.
Quality Support 24/7
Should you have any questions, our professionals are always ready to resolve them. We will assist you through any process and provide extra support and documentation for any other concerns until we’re sure the migration process is operating as proficiently as possible.
Full Data Integrity
Our professionals have worked restlessly to refine our migration tool so that your records will be well-preserved once moved directly into Help Scout. We will remain linked through the complete procedure so you can understand what data is being moved and what records have been moved 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 Automatic Help Scout Import Process
Migration preparing
Preparation is crucial for a successful transfer process. To make sure the whole migration will end as planned, log in to your Help Scout account and start creating the required custom fields and agent profiles. You will also have to turn off all the triggers and automations.
Adding your Crisp
After you have completed the preparations, the next step is giving the credentials of your Crisp. The info is required by our import tool and experts to begin the importation .
Connecting Help Scout
After you have attached your Crisp, it is time to link your Help Scout account to our tool. The migration wizard will tell you what you should do and as soon as you provide access to our tool, the tickets along with other records will be moved to their target system.
Correct your data migration
We can also migrate only the records that you choose. Just tell what records you need to move. If extra custom encoding is necessary for you, just inform us. As soon as that is finished, we will do the job of migrating records from your Crisp and linking them with the ticket fields you have made.
Take a trial run
To stop your worries, you can ask for a data migration demo. See how your data is going to be migrated into Help Scout. Following the demo stage, you will be able to see a limited amount of your data entering Help Scout.
Help Scout Complete Migration
As soon as you are pleased with a test run, checked out the import tool, and conversed with our team, we are now ready for the importation. Find an quiet time for your support team and finalize the migration.
Hear from our happy buyers
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 import If you would like to check our tool first, contact our team to get a free demo. You will get a possibility to follow the full procedure before setting up the entire thing.
Migration to Help Scout along with our professionals
Feeling concerned about by-hand migrating data on your own? Our specialists are ready for your call.