Importing Data to Help Scout from Help Scout
Switching from Help Scout is often a problem. Oftentimes, help desk vendors will attempt to lock you up in their solution. Well, they will lose a paying customer. Nevertheless, there exists a way to transfer your tickets as properly and successfully as possible.
Minimal Transfer Support
Help Scout does provide migration methods from Help Scout. The import application can be utilized for Zendesk, Desk, and UserVoice.
If you are not importing information from those systems, you can compile the CSV file or make use of their API. and in order to take advantage of the last mentioned you must have an IT expert inside your crew.
Absence of devoted IT Specialist
if you fail to employ the import tool or it is not working adequately for you, the API approach might do the job. What you do is you write your own migration code according to the documentation and utilize it for the data transition process.
This method, however, will demand a developer to write a script. There’s a chance the migration code might not work as wanted.
Unprotected Data
CSV may be a fast method to compose your data in a sole document – but the challenge is having to handle a number of variables that can change according to your picking and type of records.
Therefore, your team won’t be able to review the result beforehand and get ready for data loss after the transition.
Allow us to Make Data Importation Effortless
Migrating your records from Help Scout to Help Scout musn’t be challenging. Do not spend your days learning the technical aspect and concentrate only on stuff that important such as the satisfaction rate of your users. Here is how we can help import your records for you.
Import from Help Scout to Help ScoutHow We Can Assist
Armed with years of development and expertise, we are aware of the value of data importation and why it should be carried out as effectively as possible.
We are familiar with dozens of help desks plus helpdesk-like platforms.
Every ticket, conversation, user, and other records will be moved to Help Scout unchanged. This is a list of what our team of professionals may do for you.
Quick Transition
Migrating your records should not last days or weeks. We know exactly how delays may cause downtimes which can impact your workflow. Let us lead the transition process and we will cut off the migration time. Meanwhile, you can continue your staff workflow and customer assistance will not be affected or will be in full flow as fast as possible.
Ensure Data Safety with Trials
We handle records with care by simply offering a demo stage. You can set up a demo before the import to identify and correct any kind of twists and issues with the process. Once you are happy with the result and no issues emerge, it’s time to start with the importation.
Effortless Data Import to Help Scout
Surely, the main perk of using our tool is the simplest migration process. It doesn’t require any programs to download or script to write for the migration to start. Just a few clicks on the screen and you can pass everything to us.
Qualitative Ticket Import
We are aware that you need everything migrated effortlessly without the data breach. That is why we consistently test and upgrade our migration tool. Leave everything to us and be sure that your data is out of harm’s way with our specialists.
Why it’s Worth Using our Data Migration Tool
Security and Privacy Ensured
We know that you need the contents of your data safe. Data security will always be respected, and we strive in order to keep your records secure. Any details during the migration process will be kept confidential.
Quality Support 24/7
Should you have any questions, our professionals are always open to take care of them. We will assist you through the whole process and provide extra support and details for any other queries until we’re sure the migration process is operating as effectively as possible.
Total Data Integrity
Our professionals have worked 24/7 to optimize our migration method in order that your records will be well-preserved once moved in to Help Scout. We will keep connected through the entire procedure so you can know what data is being migrated and what records have been imported 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 migration outcome. To make sure the complete migration will end as planned, log in to your Help Scout account and make the needed custom fields and agent profiles. You will also have to switch off all the triggers and automations.
Adding your Help Scout
After you have completed the pre-steps, the following step is giving the access to your Help Scout. The info is required by our import tool and professionals to get started the importation .
Connecting Help Scout
As soon as you have provided access to your Help Scout, it is high time to let our tool access your Help Scout account data. The migration tool will tell you what you should do and as soon as you give access to our service, the tickets and other files will be moved to their destination help desk.
Correct your data migration
We can also migrate only the records that you need. Just tell what data you have to move. If extra customization is required for you, just let us know. As soon as that is ready, we will do the work of importing records from your Help Scout and matching them to the ticket fields you have set up.
Take a trial run
To stop your worries, you can demand a data migration demo. Follow how your data is going to be moved into Help Scout. Following the demo phase, you will be able to view a small part of your data entering Help Scout.
Help Scout Complete Migration
The moment you are content with a demo run, examined the migration tool, and spoke to our team, we are now ready for the migration. Decide on an quiet time for your support team and finalize the migration.
Hear from our happy clients
- 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 migration If you would like to get acquainted our service first, reach out to our professionals to get a free demo. You will get an opportunity to overview the full procedure before beginning the full thing.
Migration to Help Scout together with our specialists
Feeling concerned about by-hand moving records by yourself? Our professionals are ready for your call.