Importing Data to Help Scout from Halo ITSM
Switching from Halo ITSM can be a challenge. Oftentimes, help desk companies will attempt to dissuade you from importing your support data to a new help desk. After all, they are going to lose a paying customer. Nevertheless, there exists a way to import your tickets as safely and efficiently as possible.
Limited Import Support
Help Scout does offer transfer instruments from Halo ITSM. The import instrument can be used for Zendesk, Desk, and UserVoice.
If you are not importing records from those help desks, you can download the CSV file or use their API. And to take advantage of the last option you need to have an IT expert in your crew.
Lack of Dedicated 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 script following the documentation and put it to use for the data importation process.
This strategy, however, will require an IT specialist to write a script. There’s a chance the migration code might not work as wanted.
Unguarded Data
CSV may be a quick way to put your data together in one document – but the catch is having to cope with a number of variables that can change based on your selection and nature of records.
As a result, your organization won’t manage to review the result beforehand and get ready for data loss after the migration.
Let us Make Data Migration Easier
Transferring your data from Halo ITSM to Help Scout doesn't have to be confusing. No need to waste your days with the technical details and focus only on stuff that matter such as the contentment of your users. Here is how we can help import your records for you.
Import from Halo ITSM to Help ScoutHow Our Team Can Help You
Honed with years of practicing and experience, we know everything about the importance of data migration and why it should be done as successfully as possible.
We are skilled with dozens of help desks and helpdesk-like systems.
Every ticket, conversation, requester, and other data will be brought in Help Scout intact. Here is a list of what we can do for you.
Swift Migration
Moving your data should not take days or weeks. We understand how delays may cause downtimes which can affect your productivity. Entrust us with the transition process and we will shave off the transfer time. Meanwhile, you can continue your staff workflow and customer assistance will not be affected or will be in full flow as fast as possible.
Data Security with Tests
We handle data with care simply by providing a testing stage. You are able to run tests before migration to identify and iron out any twists and problems with the process. Once you are happy with the result and no troubles arise, it is a go with the importation.
Simple Help Scout Import
Definitely, the main advantage of using our tool is the seamless migration process. You do not need any software to install or code to write for the process to take place. Just a few clicks on the screen and you can leave everything to us.
High-Quality Ticket Migration
We know that you want everything moved seamlessly without any data corruption. That is why we continuously check and update our migration methods. Leave everything to us and know that your data is safe and sound with our professionals.
Why you Need to Use our Data Import Services
Data Security and Privacy Assured
We understand that the contents of your data need to be secure. Data security will always be observed, and we go the extra length to keep your records secure. Any information during the import process will be kept secret.
Devoted Support 24/7
Should you have any questions, our support reps are always ready to resolve them. We will help you through any process and supply extra assistance and documentation for any other questions until we’re sure the migration process is working as efficiently as possible.
100% Data Integrity
Our team have worked restlessly to refine our migration service so that your data will be unaltered once imported into Help Scout. We will stay connected throughout the whole process so you can be aware of 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 glance at The Automated Help Scout Import Process
Import preparation
Preparation is important for a successful transfer process. To make certain the whole process will be correct, sign in to your Help Scout account and create the necessary custom fields and agent profiles. You will also have to disable all the triggers and automation rules.
Linking your Halo ITSM
After you have done the preparations, the next step is providing the credentials of your Halo ITSM. The data is required by our migration tool and specialists to start the importation process.
Linking Help Scout
Once you have connected your Halo ITSM, it is time to let our tool access your Help Scout account data. The migration wizard will guide you on what you should do and when you provide access to our tool, the tickets and other data will be imported to their new help desk.
Modify your data migration
We can also import only the data that you want. Just select what records you need to move. If additional custom encoding is necessary for you, just let us know. After that is done, we will do the task of importing records from your Halo ITSM and matching them to the ticket fields you have set up.
Perform a trial run
To ease your mind, you can ask for a data migration test. See how your data is going to be migrated into Help Scout. Following the trial process, you will be able to observe a small part of your data moving into Help Scout.
Help Scout Full Import
Once you are pleased with a test run, examined the import tool, and conversed with our specialists, we are now all set for the importation. Find an quiet time for your support department and initiate the migration.
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.
Our Team is Here for You
Automatic data import If you would like to check our service first, contact our experts to get a free trial run. You will get a chance to see the full process before starting the real thing.
Transfer to Help Scout along with our experts
Feeling worried about manual migrating records on your own? Our specialists are ready for your message.