Importing Data to Help Scout® from Halo Service Solutions
Switching from Halo Service Solutions is quite often a problem. Oftentimes, help desk companies will try to dissuade you from importing tickets to a new help desk. Well, they are losing a paying client. However, there is a way to transfer your records as properly and efficiently as possible.
Minimal Transfer Support
Help Scout® does provide transfer instruments from Halo Service Solutions. The import tool can be utilized for Zendesk, Desk, and UserVoice.
If you are not importing data from those help desks, you can load the CSV file or make use of their API. And to utilize the latter you must have an IT professional in your team.
Absence of devoted IT Expert
if you fail to make use of the import tool or it is not working effectively for you, the API option might do the job. Basically, you write your own script within the rules of the documentation and utilize it for the data importation process.
This method, however, will need a developer to write a script. There’s a high possibility that the script might not work as planned.
Unprotected Data
CSV may be a fast method to put your data together in one file – but the catch is having to manage a number of variables that can change determined by your picking and nature of data.
Consequently, your team won’t be able to test out data in advance and get ready for data altering after the transition.
Allow us to Make Data Importation Effortless
Migrating your records from Halo Service Solutions to Help Scout® doesn't have to be tricky. Do not waste your days going deep into the technical aspect and focus only on things that is vital such as the satisfaction rate of your buyers. Here is how we can help transfer your info for you.
Import from Halo Service Solutions to Help Scout®How We Can Assist
Armed with years of practicing and knowledge, we understand the importance of data transition and why it should be completed as effectively as possible.
We are familiar with dozens of help desks plus helpdesk-like systems.
Every ticket, conversation, requester, and other records will be imported to Help Scout® unchanged. Here is a list of what we may do for you.
Quick Migration
Migrating your records should not last hours or days. We understand that delays may cause downtimes which can influence your workflow. Entrust us with the migration process and we will slice off the migration time. In the meantime, you can go on with your staff workflow and customer service will not be impacted or will be in full flow as soon as possible.
Ensure Data Safety with Tests
We handle records with care by providing a trial stage. You are able to set up a demo before migration to identify and fix any kind of possible errors or issues with the process. As soon as you are happy with the result and no troubles come up, it’s time to start with the importation.
Effortless Data Import to Help Scout®
Surely, the main advantage of using our tool is the seamless import process. It doesn’t require any apps to install or code to write for the migration to take place. Just a few taps on the screen and you can leave everything to us.
Qualitative Ticket Import
We are aware that you need everything moved smoothly without any data corruption. That is why we continuously check and upgrade our migration methods. Leave everything to us and be certain that your data is out of harm’s way with our specialists.
Why it’s Worth Using our Data Import Services
Security and Privacy Assured
We know that the contents of your records have to be safe. Data security will always be appreciated, and we strive to protect your data. Any info during the migration process will be kept confidential.
Quality Support 24/7
Should you have any questions, our professionals are always ready to resolve them. We will walk you through the whole process and supply extra assistance and details for any other questions until we’re sure the importation process is running as effectively as it can.
Total Data Integrity
Our professionals have worked restlessly to refine our migration process so that your data will be unaltered once migrated in to Help Scout®. We will stay connected through the complete procedure so you can know what data is being transferred and what data has been moved 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
An overview of The Automatic Help Scout® Migration
Migration preparing
Preparation is crucial for a successful transfer outcome. To ensure the whole process will be correct, sign in to your Help Scout® account and make the necessary custom fields and agent profiles. You will also need to turn off all the triggers and automations.
Adding your Halo Service Solutions
After you have completed the preparations, the next step is supplying the access to your Halo Service Solutions. The data is required by our migration tool and professionals to start the migration process.
Connecting Help Scout®
As soon as you have provided access to your Halo Service Solutions, it is high time to link your Help Scout® account to our tool. The migration tool will guide you on what you should do and after you give access to our tool, the tickets and other records will be moved to their destination customer service platform.
Correct your data migration
We can also migrate only the records that you pick. Just check what data you want to move. If added customization is necessary for you, just let us know. Once that is ready, we will do the work of moving data from your Halo Service Solutions and linking them to the ticket fields you have created.
Take a trial run
To stop your worries, you can ask for a data migration trial. See how your data is going to be migrated into Help Scout®. Following the testing phase, you will be able to observe a small part of your data going into Help Scout®.
Help Scout® Complete Migration
The moment you are pleased with a test run, checked out the migration tool, and chatted with our specialists, we are now all set for the migration. Find an off-peak time for your support department and finalize the import process.
Hear from our happy 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.
We are Always Here for You
Hands-Off data import If you would like to check our tool first, contact our specialists to get a free trial run. You will get an opportunity to see the complete process before beginning the full thing.
Migration to Help Scout® along with our team
Feeling concerned about by-hand migrating data on your own? Our experts are ready for your message.