Importing Data to Help Scout from CSV
Exporting your data from CSV is quite often a challenge. Oftentimes, help desk software vendors will attempt to dissuade you from importing your data to a new help desk. Well, they are losing a paying client. Nevertheless, there is a way to transfer your tickets as properly and successfully as possible.
Limited Import Support
Help Scout does present import instruments from CSV. The import instrument can be utilized for Zendesk, Desk, and UserVoice.
If you are not importing records from those systems, you can load the CSV file or make use of their API. in order to take advantage of the last option you must have an IT developer in your crew.
Lack of Dedicated IT Expert
If you cannot use the import tool or it is not working effectively for you, the API method might do the job. Basically, you write your own migration code within the rules of the documentation and use it for the data importation process.
This strategy, however, will demand a developer to write a script. It’s possible the migration code might not work as wanted.
Unguarded Data
CSV may be a quick way to compile your data in one document – but the trap is having to manage a number of variables that can change determined by your picking and nature of records.
Therefore, your team won’t manage to review the result in advance and get set for data loss after the transition.
Let us Make Data Migration Easier
Moving your data from CSV to Help Scout doesn't have to be complicated. Do not waste your days going deep into the technical details and concentrate only on stuff that important such as the satisfaction rate of your clients. Here is how we can help transfer your records for you.
Import from CSV to Help ScoutHow Our Team Can Help You
Having years of training and expert skill, we know everything about the significance of data transition and why it should be completed as efficiently as possible.
We are adept with dozens of help desks and helpdesk-like systems.
Every ticket, conversation, contact, and other data will be brought in Help Scout unchanged. Here is a list of what we can do for you.
Fast Importation
Transferring your data should not take days or weeks. We realize that delays may cause downtimes which can influence your workflow. Entrust us with the transition process and we will cut off the migration time. In the meantime, you can go on with your staff workflow and customer assistance will not be impacted or will be in full flow as fast as possible.
Data Security with Tests
We handle data with care simply by enabling a trial stage. You are able to run tests before the import to detect and correct any kind of quirks or problems with the process. As soon as you are happy with the result and no issues occur, it is a go with the importation.
Hassle-free Help Scout Import
Perhaps, the best benefit of using our tool is the seamless migration process. It doesn’t require any apps to download or code to write for the migration to take place. Just a few clicks on the screen and you can leave everything to us.
High-Quality Ticket Migration
We understand that you want everything moved seamlessly with no data corruption. That is why we consistently check and update our migration tool. Let us do everything and be sure that your data is out of harm’s way with our professionals.
Why you Should Use our Data Transfer Services
Data Security and Privacy Guaranteed
We know that the contents of your files and tickets need to be secure. Data security will always be appreciated, and we strive in order to keep your records secure. Any details during the migration process will be kept secret.
Dedicated Support 24/7
Should you have any questions, our team is always on standby to resolve them. We will help you through the whole process and supply extra assistance and documentation for any other questions until we’re sure the migration process is working as effectively as it can.
Complete Data Integrity
Our developers have worked tirelessly to refine our migration service to ensure that your data will be well-preserved once migrated in to Help Scout. We will stay linked through the entire procedure so you can be aware of what data is being migrated and what records have 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 Automated Help Scout Import Process
Import preparation
Preparation is the key for a successful import process. To make certain the full process will end as planned, sign in to your Help Scout account and start creating the necessary custom fields and agent profiles. You will also have to switch off all the triggers and automations.
Connecting your CSV
After you have done the preparation work, the next step is providing the access to your CSV. The data is required by our migration tool and professionals to start the importation process.
Accessing Help Scout
When you have connected your CSV, 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 after you provide access to our service, the tickets along with other files will be moved to their new customer service platform.
Adjust your data migration
We can also import only the data that you choose. Just select what data you want to move. If added custom encoding is essential for you, just inform us. After that is ready, we will do the task of importing records from your CSV and linking them to the ticket fields you have made.
Do a trial run
To ease your mind, you can ask for a data migration test. Overview the way your data is going to be migrated into Help Scout. Following the testing phase, you will be able to observe a limited amount of your data moving into Help Scout.
Help Scout Importation
If you are satisfied with a test run, examined the migration tool, and chatted with our team, we are now all set for the importation. Choose an quiet time for your support department and finalize the import process.
Hear from our satisfied customers
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 importation If you would like to check our service first, get in touch with our experts to get a free trial run. You will get an opportunity to see the full process before beginning the real thing.
Import to Help Scout with our professionals
Feeling squeamish about manual migrating records alone? Our experts are ready for your message.