Importing Data to Help Scout from Halo PSA
Migrating your data from Halo PSA is often a challenge. Oftentimes, help desk software vendors will try to lock you up in their solution. Well, they are losing a paying client. However, there exists a way to move your records as safely and effectively as possible.
Minimal Transfer Support
Help Scout does provide import methods from Halo PSA. The import tool can be utilized for Zendesk, Desk, and UserVoice.
If you are not importing information from those platforms, you can compile the CSV file or employ their API. in order to utilize the last mentioned you need to have an IT developer in the team.
Absence of devoted IT Specialist
if you fail to use the import tool or it is not working adequately for you, the API option might do the job. What you do is you write your own code according to the documentation and put it to use for the data importation process.
This strategy, however, will demand a developer to write a script. It’s possible the code might not work as intended.
Unprotected Data
CSV may be a fast method to compile your data in a sole document – but the catch is having to cope with a multitude of variables that can change according to your choice and nature of data.
Therefore, your business won’t have the ability to check the data previously and get ready for data altering after the migration.
Allow us to Make Data Importation Effortless
Moving your records from Halo PSA to Help Scout musn’t be hard. Do not spend your time learning the technical details and concentrate only on things that important such as the satisfaction of your clients. Here is how we can help transfer your data for you.
Import from Halo PSA to Help ScoutHow We Can Assist
Armed with years of training and knowledge, we understand the importance of data migration and why it must be carried out as successfully as possible.
We are adept with dozens of help desks plus helpdesk-like platforms.
Every ticket, conversation, contact, and other records will be imported to Help Scout unchanged. This is a rundown of what our team of professionals can do for you.
Quick Importation
Transferring your records should not last days or weeks. We understand how delays can cause downtimes which can impact your effectiveness. Entrust us with the migration process and we will cut 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 resumed as soon as possible.
Ensure Data Safety with Trials
We handle records with care by providing a testing phase. You can run tests before the import to find and correct any quirks or problems with the process. If you are satisfied and no errors arise, it’s high time for the full import.
Hassle-free Data Import to Help Scout
Perhaps, the best benefit of using our tool is the simplest migration process. It doesn’t require any software to set up or script to write for the import to take place. Just a few taps 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 constantly test and update our migration tool. Rely your import on us and be sure that your data is out of harm’s way with our experts.
Why you Should Use our Data Transfer Tool
Security and Privacy Guaranteed
We know that you need the contents of your data safe. Data privacy will always be respected, and we work hard in order to protect your data. Any details during the migration process will be kept private.
Dedicated Support 24/7
Should you have any questions, our team is always on standby to take care of them. We will walk you through the whole process and provide additional support and documentation for any other questions until we’re sure the importation process is operating as effectively as it can.
Total Data Integrity
Our developers have worked tirelessly to optimize our migration method so that your records will be intact once moved directly into Help Scout. We will stay attached through the entire process so you can understand what data is being moved and what data has been migrated 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
A Look at The Automatic Help Scout Migration
Migration preparing
Preparation is the key for a successful import outcome. To ensure the whole migration will pass correctly, log in to your Help Scout account and create the necessary custom fields and agent profiles. You will also need to switch off all the triggers and automation rules.
Connecting your Halo PSA
After you have completed the preparation work, the following step is supplying the access to your Halo PSA. The info is necessary for our import tool and experts to start the migration .
Accessing Help Scout
As soon as you have attached your Halo PSA, it is high time to let our tool access your Help Scout account data. The migration tool will tell you what to do and as soon as you provide access to our service, the tickets as well as other files will be imported to their target platform.
Adjust your data migration
We can also migrate only the records that you pick. Just check what data you need to import. If extra custom encoding is essential for you, just contact us. As soon as that is ready, we will do the job of migrating data from your Halo PSA and connecting them with 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 migrated into Help Scout. After the demo stage, you will be able to observe a certain number of your data entering Help Scout.
Help Scout Importation
The moment you are satisfied with a demo run, examined the migration tool, and conversed with our professionals, we are now ready for the importation. Choose an off-peak time for your support team and start the import process.
Hear from our happy 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 Here for You
Automated data importation If you would like to get acquainted our service first, contact our professionals for a free demo. You will get a possibility to see the complete procedure before beginning the entire thing.
Import to Help Scout with our team
Feeling squeamish about by-hand moving records on your own? Our specialists are on standby for your call.