Importing Data to Help Scout from Freshdesk
Migrating tickets from Freshdesk is often a problem. Oftentimes, help desk companies will try to lock you up in their solution. Well, they are losing a paying customer. Nevertheless, there exists a way to transfer your tickets as properly and efficiently as possible.
Minimal Transfer Support
Help Scout does provide migration methods from Freshdesk. The import tool can be utilized for Zendesk, Desk, and UserVoice.
If you are not importing data from those platforms, you can compile the CSV file or make use of their API. And to use the last one you must have an IT developer in the crew.
Absence of devoted IT Specialist
if you fail to employ the import tool or it is not working adequately for you, the API option might do the job. Basically, you write your own code according to the documentation and utilize it for the data migration process.
This approach, however, will need a developer to write a script. It’s possible the migration code might not work as wanted.
Unprotected Data
CSV may be a fast method to compose your data in a sole document – but the catch is having to cope with a multitude of variables that can change according to your picking and character of data.
Consequently, your team won’t manage to review the result beforehand and prepare for data loss after the transition.
Allow us to Make Data Importation Effortless
Migrating your records from Freshdesk to Help Scout musn’t be challenging. Do not waste your time learning the technical aspect and focus only on things that is vital such as the satisfaction rate of your clients. Here is how we can help import your records for you.
Import from Freshdesk to Help ScoutHow We Can Assist
Armed with years of development and expertise, we understand the importance of data migration and why it must be carried out as effectively as possible.
We are familiar with dozens of help desks plus helpdesk-like platforms.
Every ticket, conversation, user, and other records will be imported to Help Scout unchanged. Here is a rundown of what our team of professionals may do for you.
Quick Transition
Migrating your records should not last days or weeks. We understand how delays can cause downtimes which can impact your workflow. Allow us to manage the migration process and we will slice off the migration time. In the meantime, you can continue your staff workflow and customer assistance will not be affected or will be resumed as fast as possible.
Ensure Data Safety with Trials
We handle records with care by providing a testing phase. You can set up a demo before migration to identify and fix any kind of quirks and problems with the process. Once you are satisfied and no issues emerge, it’s time to start with the importation.
Effortless Data Import to Help Scout
Surely, the main perk of using our tool is the simplest migration process. It doesn’t require any software to set up or script to write for the migration to happen. Just a few taps on the screen and you can pass everything to us.
Qualitative Ticket Import
We are aware that you need everything migrated smoothly without any data corruption. That is why we constantly test and upgrade our migration methods. Leave everything to us and be certain that your data is out of harm’s way with our professionals.
Why it’s Worth Using our Data Migration Tool
Security and Privacy Ensured
We know that the contents of your records have to be safe. Data privacy will always be respected, and we strive to protect your data. Any info during the migration process will be kept secret.
Quality Support 24/7
Should you have any questions, our professionals are always open to take care of them. We will walk you through the whole process and supply additional support and details for any other concerns until we’re sure the importation process is going as effectively as it can.
Total Data Integrity
Our professionals have worked 24/7 to optimize our migration method so that your data will be intact once moved in to Help Scout. We will remain connected through the complete procedure so you can be aware of 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
An overview of The Automatic Help Scout Migration
Migration preparing
Preparation is crucial for a successful migration outcome. To ensure the whole 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 turn off all the triggers and automations.
Adding your Freshdesk
After you have completed the pre-steps, the following step is supplying the access to your Freshdesk. The data is necessary for our import tool and professionals to begin the migration .
Connecting Help Scout
As soon as you have attached your Freshdesk, it is high time to let our tool access your Help Scout account data. The migration tool will guide you on what to do and as soon as you give access to our tool, the tickets and other records will be moved to their new help desk.
Correct your data migration
We can also migrate only the records that you need. Just check what data you need to import. If extra customization is necessary for you, just let us know. the moment that is ready, we will do the task of importing records from your Freshdesk and matching them with the ticket fields you have created.
Take a trial run
To stop your worries, you can demand a data migration trial. See how your data is going to be migrated into Help Scout. After the demo phase, you will be able to see a small part of your data migrating to Help Scout.
Help Scout Complete Migration
The moment you are content with a demo run, examined the migration tool, and conversed with our professionals, we are now ready for the migration. Find an off-peak time for your support team and finalize the import process.
Hear from our happy clients
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 migration If you would like to get acquainted our service first, contact our specialists for a free demo. You will get an opportunity to follow the entire procedure before beginning the real thing.
Migration to Help Scout together with our specialists
Feeling concerned about by-hand moving records on your own? Our specialists are on standby for your call.