Importing Data to Help Scout from Freshchat
Exporting your data from Freshchat is quite often a challenge. Oftentimes, vendors will try to dissuade you from importing tickets to a new help desk. The thing is, they will lose a paying client. However, there is a way to import your data as properly and successfully as possible.
Limited Transfer Support
Help Scout does offer import methods from Freshchat. The import application can be used for Zendesk, Desk, and UserVoice.
If you are not importing records from those platforms, you can load the CSV file or employ their API. so you can use the latter you need to have an IT specialist as part of your team.
Lack of devoted IT Specialist
If you cannot use the import tool or it is not working adequately for you, the API approach might work. Basically, you write your own code within the rules of the documentation and put it to use for the data transition process.
This strategy, however, will demand a coder to write a script. Chances are, the code might not work as planned.
Unguarded Data
CSV may be a quick way to compile your data in a sole file – but the catch is having to manage a number of variables that can change determined by your choice and type of data.
Therefore, your business won’t have the ability to check the data in advance and prepare for data corruption after the transition.
Let us Make Data Importation Easier
Migrating your records from Freshchat to Help Scout musn’t be tough. No need to waste your days going deep into the technical details and focus only on things that important such as the satisfaction of your customers. Here is how we can help transfer your info for you.
Import from Freshchat to Help ScoutHow Our Team Can Help You
Honed with years of training and experience, we are aware of the importance of data transition and why it should be completed as successfully as possible.
We are familiar with dozens of help desks plus helpdesk-like platforms.
Every ticket, conversation, contact, and other data will be moved to Help Scout intact. Here is a list of what we can do for you.
Swift Importation
Migrating your records should not take hours or days. We understand that delays may cause downtimes which can influence your effectiveness. Let us lead the migration process and we will cut off the transition time. Meanwhile, you can go on with your staff workflow and customer service will not be impacted or will be in full flow as quickly as possible.
Ensure Data Safety with Trials
We handle data with care by simply providing a trial stage. You are able to run tests before migration to find and correct any kinks or problems with the process. As soon as you are happy with the result and no troubles arise, it’s time to start with the importation.
Effortless Data Import to Help Scout
Surely, the best benefit of using our tool is the simplest import process. You do not need any apps to set up or code to write for the import to start. Just a few taps on the screen and you can leave everything to us.
High-Quality Ticket Import
We are aware that you need everything migrated effortlessly without any data corruption. That is why we constantly check and update our migration methods. Rely your import on us and be sure that your data is secured with our experts.
Why it’s Worth Using our Data Transfer Tool
Data Security and Privacy Guaranteed
We understand that the contents of your records have to be secure. Data security will always be appreciated, and we work hard to protect your data. Any details during the transition process will be kept private.
Quality Support 24/7
Should you have any questions, our professionals are always on standby to take care of them. We will assist you through any process and supply extra assistance and documentation for any other queries until we’re sure the importation process is running as proficiently as possible.
100% Data Integrity
Our professionals have worked tirelessly to optimize our migration tool so that your data will be intact once migrated directly into Help Scout. We will keep attached through the entire process so you can understand what data is being moved and what data has 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
An overview of The Automatic Help Scout Import Process
Import preparing
Preparation is crucial for a successful import process. To make sure the whole process will pass correctly, sign in to your Help Scout account and create the needed custom fields and agent profiles. You will also need to switch off all the triggers and automation rules.
Adding your Freshchat
After you have done the preparation work, the following step is giving the credentials of your Freshchat. The data is required by our migration tool and experts to get started the migration process.
Connecting Help Scout
Once you have attached your Freshchat, it is time to link your Help Scout account to our tool. The migration wizard will guide you on what you should do and after you provide access to our tool, the tickets as well as other files will be imported to their target customer service platform.
Correct your data migration
We can also import only the records that you want. Just tell what records you want to move. If added custom encoding is needed for you, just contact us. Once that is finished, we will do the job of migrating data from your Freshchat and linking them to the ticket fields you have set up.
Take a trial run
To stop your worries, you can demand a data migration demo. See how your data is going to be migrated into Help Scout. Following the testing stage, you will be able to view a certain number of your data going into Help Scout.
Help Scout Complete Migration
Once you are satisfied with a demo run, checked out the import tool, and chatted with our professionals, we are now all set for the importation. Pick 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.
We are Always Here for You
Hands-Off data importation If you would like to get acquainted our tool first, contact our experts to get a free trial run. You will get a possibility to overview the entire process before setting up the entire thing.
Migration to Help Scout with our experts
Feeling concerned about by-hand moving data on your own? Our experts are ready for your message.