Importing Data to Help Scout from Halo ServiceDesk
Migrating your data from Halo ServiceDesk can be a problem. Oftentimes, help desk vendors will attempt to lock you up in their solution. After all, they will lose a paying customer. Nevertheless, there is a way to transfer your tickets as safely and effectively as possible.
Minimal Transfer Support
Help Scout does deliver import methods from Halo ServiceDesk. The import tool can be used for Zendesk, Desk, and UserVoice.
If you are not importing data from those systems, you can download the CSV file or use their API. and in order to make use of the last mentioned you need to have an IT specialist as part of your crew.
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 work. Basically, you write your own migration code following the documentation and make use of it for the data migration process.
This technique, however, will demand an IT specialist to write a script. Chances are, the migration code might not work as expected.
Unprotected Data
CSV may be a fast method to compile your data in a sole file – but the trap is having to cope with a multitude of variables that can change based on your selection and character of records.
Therefore, your organization won’t have the ability to review the result previously and prepare for data loss after the migration.
Allow us to Make Data Importation Effortless
Moving your records from Halo ServiceDesk to Help Scout musn’t be tough. No need to waste your time with the technical aspect and concentrate only on stuff that important such as the contentment of your customers. Here is how we can help import your information for you.
Import from Halo ServiceDesk to Help ScoutHow We Can Assist
After years of training and expertise, we understand the significance of data migration and why it must be done as proficiently 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 intact. Here is a rundown of what we may do for you.
Smooth Importation
Transferring your records should not last hours or days. We realize how delays can cause downtimes which can affect your productivity. Allow us to manage the transition process and we will cut off the transfer time. Meanwhile, you can continue your staff workflow and customer support will not be changed or will be resumed as fast as possible.
Ensure Data Safety with Trials
We handle records with care by enabling a testing phase. You are able to set up a demo before the import to identify and correct any kinks and problems with the process. If you are satisfied and no problems emerge, 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 import process. You do not need any software to download or code to write for the process to happen. 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 with no data corruption. That is why we consistently check and upgrade our migration tool. Leave everything to us and be sure that your data is safe and sound with our experts.
Why you Should Use our Data Transfer Tool
Security and Privacy Guaranteed
We understand that the contents of your files and tickets have to be safe. Data privacy will always be observed, and we go the extra length in order to keep your records secure. Any details during the import 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 any process and supply additional assistance and details for any other concerns until we’re sure the migration process is operating as efficiently as possible.
Full Data Integrity
Our developers have worked tirelessly to optimize our migration tool to ensure that your data will be well-preserved once imported into Help Scout. We will remain connected through the entire process so you can understand what data is being migrated and what records have 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 full process will end as planned, sign in to your Help Scout account and set up the required custom fields and agent profiles. You will also have to switch off all the triggers and automation rules.
Connecting your Halo ServiceDesk
After you have completed the preparation work, the following step is supplying the credentials of your Halo ServiceDesk. The data is necessary for our migration tool and specialists to begin the importation .
Accessing Help Scout
After you have provided access to your Halo ServiceDesk, it is high time to link your Help Scout account to our tool. The migration wizard will guide you on what to do and when you give access to our service, the tickets and other files will be imported to their target help desk.
Adjust your data migration
We can also migrate only the records that you need. Just check what records you need to import. If additional customization is required for you, just let us know. As soon as that is done, we will do the job of importing records from your Halo ServiceDesk and connecting them with the ticket fields you have created.
Do a trial run
To stop your worries, you can demand a data migration trial. Overview the way your data is going to be migrated into Help Scout. After the trial process, you will be able to see a small part of your data entering Help Scout.
Help Scout Importation
As soon as you are satisfied with a demo run, checked out the import tool, and conversed with our team, we are now all set for the migration. Decide on an quiet time for your support team and initiate the migration.
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 tool first, get in touch with our specialists for a free trial run. You will get a chance to follow the whole procedure before starting the entire thing.
Import to Help Scout with our specialists
Feeling squeamish about by-hand moving data alone? Our specialists are on standby for your message.