Importing Data to Help Scout from eDesk
Migrating tickets from eDesk is often a problem. 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 records as securely and efficiently as possible.
Limited Transfer Support
Help Scout does offer transfer instruments from eDesk. The import instrument can be used for Zendesk, Desk, and UserVoice.
If you are not importing data from those platforms, you can compile the CSV file or use their API. in order to take advantage of the last option you must have an IT developer in the crew.
Lack of devoted IT Expert
If you cannot make use of the import tool or it is not working effectively for you, the API method might work. Basically, you write your own code according to the documentation and make use of it for the data transition process.
This technique, however, will need a developer to write a script. It’s possible the migration code might not work as expected.
Unguarded Data
CSV may be a quick way to put your data together in one document – but the catch is having to manage a multitude of variables that can change according to your selection and type of records.
Consequently, your company won’t be able to review the result beforehand and get set for data altering after the transfer.
Let us Make Data Importation Easier
Moving your records from eDesk to Help Scout doesn't have to be complicated. No need to waste your time learning the technical aspect and concentrate only on stuff that is vital such as the loyalty of your clients. Here is how we can help transfer your information for you.
Import from eDesk to Help ScoutHow Our Team Can Help You
Honed with years of practicing and experience, we know everything about the importance of data transition and why it must be carried out as proficiently as possible.
We are adept with dozens of help desks plus helpdesk-like systems.
Every ticket, conversation, requester, and other data will be brought in Help Scout intact. Here is a rundown of what we may do for you.
Swift Migration
Transferring your records should not take days or weeks. We understand that delays can cause downtimes which can impact your productivity. Let us lead the transition process and we will slice off the migration time. In the meantime, you can go on with your staff workflow and customer support will not be affected or will be in full flow as soon as possible.
Ensure Data Safety with Tests
We handle data with care simply by providing a trial phase. You are able to set up a trial before the import to find and fix any kind of quirks or difficulties with the process. Once you are happy with the result and no difficulties emerge, it’s time to start with the importation.
Hassle-free Data Import to Help Scout
Perhaps, the main advantage of using our tool is the seamless migration process. You do not need any apps to set up or code to write for the process to start. Just a few clicks on the screen and you can leave everything to us.
High-Quality Ticket Import
We understand that you need everything moved seamlessly without any data corruption. That is why we constantly check and upgrade our migration tool. Rely your import on us and be certain that your data is out of harm’s way with our specialists.
Why you Should Use our Data Import Services
Data Security and Privacy Assured
We understand that the contents of your files and tickets have to be secure. Data privacy will always be respected, and we go the extra length in order to keep your records secure. Any info during the migration process will be kept confidential.
Dedicated Support 24/7
Should you have any questions, our team is always ready to resolve them. We will help you through any process and supply additional assistance and details for any other queries until we’re sure the migration process is working as effectively as it can.
100% Data Integrity
Our developers have worked restlessly to refine our migration service so that your data will be intact once moved into Help Scout. We will keep attached through the complete procedure so you can know what data is being migrated and what records have been imported 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 Automatic Help Scout Import Process
Import preparing
Preparation is the key for a successful transfer process. To make certain the whole process will pass correctly, sign in to your Help Scout account and set up the needed custom fields and agent profiles. You will also have to turn off all the triggers and automations.
Connecting your eDesk
After you have done the preparations, the next step is providing the credentials of your eDesk. The data is necessary for our migration tool and specialists to get started the importation process.
Accessing Help Scout
Once you have attached your eDesk, it is time to let our tool access your Help Scout account data. The migration wizard will guide you on what to do and as soon as you give access to our service, the tickets as well as other records will be moved to their destination customer service platform.
Adjust your data migration
We can also import only the records that you want. Just select what records you want to import. If extra customization is essential for you, just contact us. After that is ready, we will do the work of importing records from your eDesk and matching them to the ticket fields you have made.
Do a trial run
To stop your worries, you can ask for a data migration test. See how your data is going to be migrated into Help Scout. After the demo process, you will be able to view a certain number of your data moving into Help Scout.
Help Scout Importation
Once you are pleased with a test run, examined the import tool, and chatted with our professionals, we are now all set for the migration. Choose an quiet time for your support department and begin the import process.
Hear from our satisfied 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 Here for You
Automated data import If you would like to check our service first, contact our specialists for a free trial run. You will get a chance to overview the full process before beginning the full thing.
Import to Help Scout along with our experts
Feeling squeamish about by-hand migrating records on your own? Our experts are on standby for your message.