Importing Data to Help Scout from Gmail
Switching from Gmail is often a problem. Oftentimes, help desk vendors will attempt to lock you up in their solution. The thing is, they are losing a paying customer. However, there exists a way to import your tickets as safely and efficiently as possible.
Minimal Transfer Support
Help Scout does provide migration methods from Gmail. The import tool can be used for Zendesk, Desk, and UserVoice.
If you are not importing information from those systems, you can compile the CSV file or use their API. and in order to make use of the last mentioned you need to have an IT professional within 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 option might work. What you do is you write your own migration code according to the documentation and utilize it for the data importation process.
This approach, however, will need a coder to write a script. There’s a high possibility that the code might not work as intended.
Unprotected Data
CSV may be a fast method to compose your data in a sole document – but the catch is having to handle a number of variables that can change according to your selection and nature of records.
Consequently, your business won’t have the ability to check the data beforehand and get ready for data loss after the migration.
Allow us to Make Data Importation Easier
Moving your records from Gmail to Help Scout musn’t be hard. No need to spend your days learning the technical aspect and concentrate only on stuff that is vital such as the satisfaction of your buyers. Here is how we can help import your data for you.
Import from Gmail to Help ScoutHow We Can Assist
Armed with years of development and experience, we understand the importance of data importation and why it should be carried out as effectively as possible.
We are adept with dozens of help desks plus helpdesk-like platforms.
Every ticket, conversation, user, and other data will be imported to Help Scout intact. This is a list of what we may do for you.
Quick Transition
Transferring your records should not take days or weeks. We understand exactly how delays may cause downtimes which can impact your productivity. Entrust us with the transition process and we will slice off the transition time. In the meantime, you can continue your staff workflow and customer interactions will not be affected or will be in full flow as fast as possible.
Ensure Data Safety with Trials
We handle data with care by providing a demo stage. You are able to set up a demo before the import to find and fix any possible errors and difficulties with the process. Once 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 migration process. You do not need any programs to download or code to write for the process to take place. Just a few clicks on the screen and you can pass everything to us.
Qualitative Ticket Import
We understand that you need everything migrated smoothly without any data breach. That is why we consistently check and upgrade our migration tool. Rely your import on us and be certain that your data is secured with our experts.
Why you Should Use our Data Migration Tool
Security and Privacy Ensured
We understand that you need the contents of your data safe. Data security will always be respected, and we go the extra length in order to keep your records secure. Any info during the transition process will be kept private.
Dedicated Support 24/7
Should you have any questions, our team is always open to take care of them. We will walk you through any process and provide extra assistance and details for any other questions until we’re sure the migration process is operating as proficiently as it can.
Total Data Integrity
Our developers have worked 24/7 to optimize our migration method so that your records will be well-preserved once moved into Help Scout. We will stay attached through the complete process so you can understand what data is being moved and what data has 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
Migration preparing
Preparation is the key for a successful migration process. To ensure the whole migration will end as planned, sign in to your Help Scout account and make the necessary custom fields and agent profiles. You will also have to turn off all the triggers and automation rules.
Connecting your Gmail
After you have completed the pre-steps, the following step is supplying the credentials of your Gmail. The info is required by our migration tool and specialists to start the importation .
Accessing Help Scout
As soon as you have attached your Gmail, it is time to let our tool access your Help Scout account data. The migration wizard will tell you what you should do and as soon as you give access to our service, the tickets as well as other records will be imported to their target help desk.
Adjust your data migration
We can also migrate only the records that you want. Just check what records you have to move. If extra customization is required for you, just contact us. As soon as that is finished, we will do the job of migrating data from your Gmail and matching them to the ticket fields you have made.
Do a trial run
To stop your worries, you can demand a data migration trial. See how your data is going to be moved into Help Scout. Following the demo process, you will be able to observe a certain number of your data entering Help Scout.
Help Scout Importation
The moment you are content with a demo run, examined the import tool, and spoke to our team, we are now all set for the migration. Decide on an quiet time for your support team and start 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 service first, contact our professionals to get a free trial run. You will get a chance to see the whole procedure before setting up the entire thing.
Import to Help Scout together with our experts
Feeling squeamish about by-hand moving records on your own? Our professionals are ready for your message.