Importing Data to Help Scout from Database
Switching from Database can be a challenge. Oftentimes, help desk software vendors will attempt to dissuade you from importing your support data to a new help desk. The thing is, they are losing a paying client. However, there exists a way to transfer your records as safely and successfully as possible.
Minimal Transfer Support
Help Scout does provide transfer services from Database. The import instrument can be used for Zendesk, Desk, and UserVoice.
If you are not importing information from those platforms, you can download the CSV file or use their API. in order to take advantage of the last option you need to have an IT professional as part of your team.
Absence of devoted IT Professional
if you fail to make use of the import tool or it is not working properly for you, the API method might work. What you do is you write your own code following the documentation and use it for the data importation process.
This strategy, however, will demand a coder to write a script. There’s a high possibility that the code might not work as planned.
Unprotected Data
CSV may be a fast method to put your data together in a single file – but the trap is having to manage a number of variables that can change based on your selection and nature of records.
Therefore, your business won’t be able to check the data in advance and get ready for data altering after the migration.
Allow us to Make Data Importation Easier
Transferring your records from Database to Help Scout should not be exhausting. No need to spend your days with the technical details and concentrate only on stuff that important such as the satisfaction of your buyers. Here is how we can help transfer your info for you.
Import from Database to Help ScoutHow We Can Assist
Armed with years of practicing and experience, we know everything about the significance of data transition and why it should be done as efficiently as possible.
We are skilled with dozens of help desks plus helpdesk-like software.
Every ticket, conversation, requester, and other data will be brought in Help Scout intact. This is a list of what we can do for you.
Quick Migration
Moving your records should not take hours or days. We realize that delays may cause downtimes which can affect your productivity. Entrust us with the transition process and we will cut off the transition time. In the meantime, you can go on with your staff workflow and customer service will not be impacted or will be resumed as soon as possible.
Ensure Data Safety with Testing
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 possible errors or difficulties with the process. As soon as you are satisfied and no problems occur, it’s time to start with the importation.
Simple Data Import to Help Scout
Definitely, the main advantage of using our tool is the no-frills import process. You do not need any apps to set up or code to write for the process to take place. Just a few clicks on the screen and you can leave everything to us.
Qualitative Ticket Import
We know that you need everything transferred seamlessly with no data breach. That is why we constantly check and update our migration tool. Let us do everything and be sure that your data is secured with our specialists.
Why you Need to Use our Data Import Service
Security and Privacy Assured
We understand that you need the contents of your data secure. Data security will always be observed, and we go the extra length in order to keep your records secure. Any details during the transition process will be kept confidential.
Devoted Support 24/7
Should you have any questions, our support reps are always ready to answer them. We will help you through any process and provide extra assistance and documentation for any other questions until we’re sure the migration process is working as proficiently as it can.
Total Data Integrity
Our team have worked restlessly to perfect our migration tool to ensure that your records will be intact once imported into Help Scout. We will stay linked through the entire process so you can know what data is being moved and what data has 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
A glance at The Automatic Help Scout Import Process
Migration preparing
Preparation is important for a successful transfer process. To make certain the full migration will pass correctly, 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 automation rules.
Linking your Database
After you have completed the preparations, the next part is providing the credentials of your Database. The info is required by our migration tool and specialists to start the importation process.
Linking Help Scout
As soon as you have provided access to your Database, it is time to link your Help Scout account to our tool. The migration wizard will tell you what you should do and when you provide access to our service, the tickets along with other files will be imported to their destination customer service platform.
Modify your data migration
We can also migrate only the records that you want. Just select what records you want to move. If additional custom encoding is essential for you, just inform us. After that is finished, we will do the work of migrating data from your Database and linking them with the ticket fields you have made.
Perform a trial run
To stop your worries, you can request a data migration test. Overview the way your data is going to be migrated into Help Scout. Following the trial process, you will be able to observe a limited amount of your data moving into Help Scout.
Help Scout Full Import
The moment you are pleased with a trial run, checked out the import tool, and chatted with our professionals, we are now all set for the importation. Choose an quiet time for your support department and start the import process.
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.
Our Team is Here for You
Automatic data import If you would like to test our tool first, get in touch with our professionals to get a free trial run. You will get a chance to see the full process before setting up the full thing.
Transfer to Help Scout along with our experts
Feeling worried about by-hand importing data alone? Our experts are ready for your message.