Importing Data to Help Scout from Gladly
Migrating tickets from Gladly is often a problem. Oftentimes, help desk companies will attempt to dissuade you from importing your data to a new help desk. Well, they are losing a paying client. However, there exists a way to transfer your records as securely and successfully as possible.
Minimal Transfer Support
Help Scout does provide migration methods from Gladly. The import instrument can be utilized for Zendesk, Desk, and UserVoice.
If you are not importing information from those systems, you can compile the CSV file or make use of their API. And to make use of the last option you must have an IT professional as part of your team.
Absence of devoted IT Specialist
if you fail to employ the import tool or it is not working adequately for you, the API method might do the job. What you do is you write your own migration code according to the documentation and make use of it for the data transition process.
This strategy, however, will require a developer to write a script. There’s a high possibility that the migration code might not work as intended.
Unprotected Data
CSV may be a fast method to compose your data in a sole file – but the trap is having to manage a multitude of variables that can change according to your picking and type of records.
As a result, your team won’t be able to review the data previously and prepare for data altering after the transfer.
Allow us to Make Data Importation Effortless
Moving your records from Gladly to Help Scout musn’t be tricky. Do not spend your time learning the technical aspect and focus only on stuff that matter such as the satisfaction rate of your buyers. Here is how we can help transfer your data for you.
Import from Gladly to Help ScoutHow We Can Assist
Armed with years of development and knowledge, we know everything about the significance 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 platforms.
Every ticket, conversation, user, and other records will be brought in Help Scout unchanged. This is a rundown of what our team of professionals may do for you.
Quick Transition
Transferring your records should not last hours or days. We realize that delays can cause downtimes which can impact your workflow. Let us lead the transition process and we will shave off the migration time. In the meantime, you can go on with your staff workflow and customer interactions will not be changed or will be in full flow as soon as possible.
Ensure Data Safety with Trials
We handle records with care simply by enabling a trial phase. You can set up a demo before migration to identify and iron out any kind of possible errors or issues with the process. If you are happy with the result and no difficulties arise, it’s time to start with the importation.
Hassle-free Data Import to Help Scout
Perhaps, the main perk of using our tool is the simplest import process. It doesn’t require any apps to download or script to write for the migration to start. Just a few clicks on the screen and you can leave everything to us.
Qualitative Ticket Import
We understand that you need everything migrated seamlessly with no data breach. That is why we consistently test and upgrade our migration methods. Leave everything to us and know that your data is out of harm’s way with our specialists.
Why you Should Use our Data Migration Tool
Security and Privacy Ensured
We know that you need the contents of your data secure. Data privacy will always be respected, and we strive to keep your records secure. Any information during the migration process will be kept confidential.
Dedicated Support 24/7
Should you have any questions, our team is always open to take care of them. We will help you through the whole process and provide additional support and details for any other queries until we’re sure the migration process is working as effectively as it can.
Total Data Integrity
Our developers have worked 24/7 to optimize our migration process to ensure that your records will be well-preserved once moved in to Help Scout. We will keep connected throughout the whole procedure so you can know what data is being migrated and what data has been migrated 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 Migration
Migration preparing
Preparation is the key for a successful migration outcome. To make certain the full migration will end as planned, log in to your Help Scout account and set up the needed custom fields and agent profiles. You will also have to disable all the triggers and automations.
Connecting your Gladly
After you have completed the pre-steps, the following step is providing the access to your Gladly. The info is necessary for our import tool and professionals to get started the importation process.
Accessing Help Scout
As soon as you have provided access to your Gladly, it is high time to link your Help Scout account to our tool. The migration tool will tell you what to do and as soon as you give access to our tool, the tickets and other data will be moved to their destination platform.
Adjust your data migration
We can also migrate only the records that you pick. Just select what data you want to import. If extra customization is necessary for you, just let us know. After that is ready, we will do the work of importing data from your Gladly and connecting them to the ticket fields you have prepared.
Do a trial run
To stop your worries, you can demand a data migration test. Overview the way your data is going to be migrated into Help Scout. After the demo phase, you will be able to view a small part of your data moving into Help Scout.
Help Scout Importation
The moment you are content with a demo run, checked out the migration tool, and chatted with our team, we are now ready for the migration. Find an quiet time for your support department 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 Here for You
Automated data migration If you would like to get acquainted our tool first, get in touch with our professionals for a free demo. You will get an opportunity to overview the whole process before beginning the full thing.
Import to Help Scout together with our team
Feeling squeamish about by-hand moving data alone? Our experts are on standby for your call.