Importing Data to Help Scout from HappyFox
Switching from HappyFox can be a problem. Oftentimes, vendors will attempt to lock you up in their solution. The thing is, they are going to lose a paying client. However, there exists a way to transfer your tickets as safely and efficiently as possible.
Minimal Import Support
Help Scout does provide import services from HappyFox. The import application can be used for Zendesk, Desk, and UserVoice.
If you are not importing tickets from those platforms, you can download the CSV file or use their API. so you can take advantage of the last mentioned you need to have an IT expert in the team.
Absence of Dedicated IT Professional
if you fail to use the import tool or it is not working properly for you, the API approach might work. What you do is you write your own code following the documentation and make use of it for the data transition process.
This strategy, however, will demand a coder to write a script. There’s a chance the code might not work as intended.
Unprotected Data
CSV may be a fast method to compile your data in a single document – but the challenge is having to cope with a number of variables that can change based on your selection and type of records.
Therefore, your business won’t be able to check the data beforehand and get ready for data loss after the migration.
Allow us to Make Data Migration Effortless
Migrating your data from HappyFox to Help Scout should not be confusing. No need to spend your days with the technical aspect and focus only on stuff that important such as the satisfaction of your users. Here is how we can help transfer your data for you.
Import from HappyFox to Help ScoutHow We Can Assist
Armed with years of training and knowledge, we are aware of the value of data migration and why it should be done as proficiently as possible.
We are familiar with dozens of help desks and helpdesk-like software.
Every ticket, conversation, contact, and other records will be moved to Help Scout intact. This is a list of what our team of professionals may do for you.
Quick Importation
Migrating your data should not last days or weeks. We know how delays may cause downtimes which can affect your productivity. Let us lead the transition process and we will cut off the transition time. Meanwhile, you can go on with your staff workflow and customer interactions will not be affected or will be resumed as fast as possible.
Data Safety with Testing
We handle records with care by simply offering a testing stage. You can set up a demo before migration to find and correct any twists or issues with the process. Once you are satisfied and no troubles come up, it is a go with the importation.
Effortless Help Scout Import
Surely, the best benefit of using our tool is the no-frills migration process. You do not need any software to set up or script to write for the process to start. Just a few clicks on the screen and you can pass everything to us.
Qualitative Ticket Migration
We are aware that you want everything transferred effortlessly without the data breach. That is why we constantly test and upgrade our migration methods. Rely your import on us and be sure that your data is secured with our specialists.
Why it’s Worth Using our Data Transfer Service
Security and Privacy Guaranteed
We understand that you need the contents of your data safe. Data security will always be observed, and we go the extra length to keep your records secure. Any details during the transition process will be kept confidential.
Quality Support 24/7
Should you have any questions, our professionals are always on standby to answer them. We will assist you through any process and provide extra support and details for any other queries until we’re sure the migration process is operating as proficiently as possible.
Total Data Integrity
Our professionals have worked tirelessly to perfect our migration service in order that your records will be intact once imported into Help Scout. We will keep attached through the entire process so you can know what data is being moved and what data has been imported 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
An overview of The Automated Help Scout Migration
Migration preparation
Preparation is crucial for a successful import outcome. To make sure the complete migration will pass correctly, log in to your Help Scout account and set up the needed custom fields and agent profiles. You will also have to switch off all the triggers and automation rules.
Adding your HappyFox
After you have completed the preparation work, the next part is giving the credentials of your HappyFox. The info is required by our import tool and specialists to get started the importation .
Connecting Help Scout
As soon as you have connected your HappyFox, it is high time to let our tool access your Help Scout account data. The migration wizard will tell you what you should do and when you give access to our tool, the tickets as well as other files will be imported to their destination customer service platform.
Correct your data migration
We can also migrate only the data that you pick. Just tell what records you need to move. If additional customization is needed for you, just contact us. As soon as that is finished, we will do the work of migrating data from your HappyFox and matching them with the ticket fields you have created.
Take a trial run
To relieve your mind, you can request a data migration demo. Follow how your data is going to be migrated into Help Scout. Following the trial process, you will be able to view a certain number of your data entering Help Scout.
Help Scout Complete Migration
The moment you are satisfied with a trial run, examined the import tool, and conversed with our professionals, we are now ready for the migration. Pick an quiet time for your support team and start 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 Always Here for You
Hands-Off data importation If you would like to test our service first, reach out to our team to get a free demo. You will get a chance to overview the full procedure before setting up the full thing.
Migration to Help Scout with our team
Feeling concerned about manual importing records by yourself? Our specialists are ready for your call.