Importing Data to Help Scout from HelpDesk
Migrating tickets from HelpDesk is quite often a problem. Oftentimes, help desk software vendors will try to lock you up in their solution. The thing is, they will lose a paying customer. Nevertheless, there is a way to move your data as securely and efficiently as possible.
Limited Transfer Support
Help Scout does offer import services from HelpDesk. The import application can be utilized for Zendesk, Desk, and UserVoice.
If you are not importing records from those platforms, you can load the CSV file or make use of their API. in order to utilize the last one you must have an IT expert inside your crew.
Lack of devoted IT Professional
If you cannot use the import tool or it is not working properly for you, the API approach might do the job. Basically, you write your own code within the rules of the documentation and make use of it for the data transition process.
This method, however, will need a coder 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 compile your data in a single document – but the catch is having to cope with a multitude of variables that can change determined by your picking and type of data.
Consequently, your team won’t have the ability to review the result previously and get ready for data corruption after the transfer.
Let us Make Data Importation Effortless
Moving your records from HelpDesk to Help Scout should not be hard. Do not waste your time going deep into the technical aspect and concentrate only on things that is vital such as the satisfaction rate of your users. Here is how we can help import your records for you.
Import from HelpDesk to Help ScoutHow Our Team Can Help You
Honed with years of training and knowledge, we are aware of the importance of data migration and why it must be completed as proficiently as possible.
We are adept with dozens of help desks plus helpdesk-like software.
Every ticket, conversation, contact, and other records will be moved to Help Scout unchanged. Here is a rundown of what we may do for you.
Swift Importation
Transferring your records should not last days or weeks. We understand how delays can cause downtimes which can influence your workflow. Let us lead the migration process and we will slice off the transition time. Meanwhile, you can continue your staff workflow and customer assistance will not be changed or will be in full flow as quickly as possible.
Ensure Data Safety with Testing
We handle records with care by simply providing a testing phase. You are able to set up a trial before the import to find and fix any kind of twists and issues with the process. If you are happy with the result and no issues arise, it’s time to start with the importation.
Hassle-free Data Import to Help Scout
Perhaps, the best benefit of using our tool is the no-frills migration process. It doesn’t require any software to set up or code to write for the migration to start. Just a few taps on the screen and you can pass everything to us.
High-Quality Ticket Import
We understand that you need everything transferred effortlessly without any data corruption. That is why we constantly check and upgrade our migration tool. Rely your import on us and be certain that your data is secured with our experts.
Why you Should Use our Data Transfer Service
Data Security and Privacy Guaranteed
We know that the contents of your files and tickets have to be safe. Data privacy will always be appreciated, and we strive in order to protect your data. Any info during the transition process will be kept private.
Dedicated Support 24/7
Should you have any questions, our team is always on standby to answer them. We will assist you through the whole process and supply additional assistance and details for any other queries until we’re sure the importation process is going as proficiently as possible.
100% Data Integrity
Our developers have worked tirelessly to perfect our migration method so that your data will be intact once migrated in to Help Scout. We will keep attached through the complete procedure so you can understand what data is being migrated and what records have been migrated 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 Look at The Automatic Help Scout Migration
Import preparing
Preparation is the key for a successful import outcome. To make sure the whole process will pass correctly, sign in to your Help Scout account and set up the needed custom fields and agent profiles. You will also need to turn off all the triggers and automations.
Connecting your HelpDesk
After you have done the preparation work, the next part is giving the access to your HelpDesk. The data is necessary for our migration tool and professionals to get started the migration .
Accessing Help Scout
Once you have provided access to your HelpDesk, it is high time to let our tool access your Help Scout account data. The migration tool will guide you on what to do and after you give access to our service, the tickets as well as other records will be moved to their target help desk.
Adjust your data migration
We can also import only the records that you pick. Just tell what data you need to import. If added customization is essential for you, just contact us. the moment that is finished, we will do the job of importing records from your HelpDesk and connecting them to the ticket fields you have prepared.
Do a trial run
To stop your worries, you can request a data migration demo. See how your data is going to be migrated into Help Scout. After the testing phase, you will be able to view a certain number of your data migrating to Help Scout.
Help Scout Importation
Once you are satisfied with a trial run, examined the migration tool, and conversed with our professionals, we are now all set for the migration. Choose an off-peak time for your support team and finalize the migration.
Hear from our satisfied 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 test our service first, contact our experts for a free trial run. You will get an opportunity to overview the complete procedure before setting up the entire thing.
Import to Help Scout with our team
Feeling squeamish about by-hand importing records on your own? Our specialists are on standby for your message.