Importing Data to Help Scout from Dynamics 365
Migrating your data from Dynamics 365 is quite often a problem. Oftentimes, help desk vendors will try to dissuade you from importing your support data to a new help desk. Well, they are going to lose a paying customer. Nevertheless, there exists a way to migrate your data as securely and effortlessly as possible.
Limited Import Support
Help Scout does offer import services from Dynamics 365. The import application can be used for Zendesk, Desk, and UserVoice.
If you are not importing data from those platforms, you can load the CSV file or employ their API. and in order to utilize the latter you need to have an IT expert inside your crew.
Lack of Dedicated IT Professional
If you cannot use the import tool or it is not working properly for you, the API approach might work. Basically, you write your own code within the rules of the documentation and utilize it for the data migration process.
This method, however, will require a developer to write a script. There’s a chance the migration code might not work as wanted.
Unguarded Data
CSV may be a quick way to compile your data in a single file – but the trap is having to handle a multitude of variables that can change determined by your choice and character of data.
As a result, your business won’t be able to review the result beforehand and prepare for data corruption after the transfer.
Let us Make Data Migration Easier
Transferring your data from Dynamics 365 to Help Scout should not be difficult. No need to waste your time going deep into the technical aspect and concentrate only on things that matter such as the satisfaction of your users. Here is how we can help import your records for you.
Import from Dynamics 365 to Help ScoutHow Our Team Can Help You
Honed with years of training and experience, we are aware of the significance of data importation and why it must be completed as effectively as possible.
We are skilled with dozens of help desks and helpdesk-like software.
Every ticket, conversation, contact, and other data will be moved to Help Scout intact. Here is a rundown of what our team of specialists may do for you.
Swift Importation
Moving your data should not take hours or days. We realize exactly how delays can cause downtimes which can influence your effectiveness. Allow us to manage the migration process and we will shave off the migration time. Meanwhile, you can continue your staff workflow and customer assistance will not be affected or will be resumed as quickly as possible.
Data Security with Testing
We handle data with care by simply enabling a demo phase. You can set up a trial before the import to detect and iron out any twists and difficulties with the process. Once you are satisfied and no troubles emerge, it’s high time for the full import.
Simple Help Scout Import
Definitely, the best benefit of using our tool is the no-frills import process. You do not need any programs to set up or script to write for the import to happen. Just a few taps on the screen and you can leave everything to us.
High-Quality Ticket Migration
We know that you want everything transferred effortlessly with no data corruption. That is why we constantly test and upgrade our migration tool. Let us do everything and know that your data is out of harm’s way with our specialists.
Why you Need to Use our Data Transfer Service
Data Security and Privacy Guaranteed
We understand that the contents of your data need to be secure. Data privacy will always be appreciated, and we work hard in order to protect your data. Any information during the migration process will be kept confidential.
Devoted Support 24/7
Should you have any questions, our support reps are always on standby to answer them. We will assist you through any process and supply additional support and details for any other concerns until we’re sure the importation process is running as effectively as possible.
100% Data Integrity
Our team have worked tirelessly to perfect our migration process to ensure that your data will be intact once migrated directly into Help Scout. We will remain linked throughout the whole process so you can know what data is being migrated and what records have 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
A glance at The Automated Help Scout Import Process
Import preparation
Preparation is important for a successful import process. To make sure the full process will pass correctly, log in to your Help Scout account and make the required custom fields and agent profiles. You will also need to disable all the triggers and automation rules.
Linking your Dynamics 365
After you have done the preparation work, the next part is giving the credentials of your Dynamics 365. The data is necessary for our import tool and experts to begin the migration process.
Linking Help Scout
Once you have linked your Dynamics 365, it is time to link your Help Scout account to our tool. The migration wizard will guide you on what to do and after you give access to our service, the tickets along with other data will be imported to their destination help desk.
Modify your data migration
We can also import only the data that you want. Just tell what records you have to import. If added customization is required for you, just inform us. Once that is ready, we will do the work of importing records from your Dynamics 365 and matching them with the ticket fields you have created.
Perform a trial run
To ease your mind, you can request a data migration demo. Overview the way your data is going to be moved into Help Scout. After the testing stage, you will be able to see a limited amount of your data going into Help Scout.
Help Scout Full Import
Once you are satisfied with a trial run, checked out the import tool, and spoke to our professionals, we are now ready for the migration. Decide on an off-peak time for your support department and start the migration.
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.
Our Team is Here for You
Automatic data importation If you would like to test our tool first, get in touch with our specialists for a free demo. You will get a possibility to follow the complete process before beginning the full thing.
Transfer to Help Scout with our experts
Feeling worried about manual importing data alone? Our professionals are on standby for your call.