Importing Data to Help Scout from HelpShift
Switching from HelpShift is quite often a challenge. Oftentimes, help desk companies will attempt to dissuade you from importing tickets to a new help desk. Well, they are losing a paying client. Nevertheless, there exists a way to move your tickets as securely and effectively as possible.
Limited Import Support
Help Scout does offer transfer services from HelpShift. The import application can be utilized for Zendesk, Desk, and UserVoice.
If you are not importing tickets from those platforms, you can load the CSV file or make use of their API. And to take advantage of the latter you need to have an IT professional in your crew.
Lack of Dedicated IT Professional
If you cannot make use of the import tool or it is not working properly for you, the API approach might do the job. What you do is you write your own code within the rules of the documentation and use it for the data migration process.
This way, however, will need a developer to write a script. There’s a high possibility that the migration code might not work as wanted.
Unguarded Data
CSV may be a quick way to put your data together in a single file – but the trap is having to cope with a number of variables that can change determined by your picking and character of records.
Consequently, your organization won’t be able to review the result in advance and prepare for data loss after the transfer.
Let us Make Data Migration Easier
Migrating your data from HelpShift to Help Scout should not be difficult. Do not spend your days going deep into the technical details and focus only on stuff that is vital such as the contentment of your buyers. Here is how we can help transfer your records for you.
Import from HelpShift to Help ScoutHow Our Team Can Help You
Honed with years of practicing and expert skill, we are aware of the significance of data migration and why it should be completed as efficiently as possible.
We are familiar with dozens of help desks and helpdesk-like software.
Every ticket, conversation, requester, and other data will be moved to Help Scout unchanged. This is a list of what we can do for you.
Swift Migration
Migrating your data should not take hours or days. We realize how delays may cause downtimes which can influence your workflow. Allow us to manage the transition process and we will slice off the migration time. In the meantime, you can go on with your staff workflow and customer assistance will not be impacted or will be resumed as fast as possible.
Data Security with Testing
We handle data with care by simply enabling a testing stage. You are able to run tests before migration to identify and fix any possible errors or problems with the process. As soon as you are satisfied and no errors arise, it’s high time for the full import.
Effortless Help Scout Import
Surely, the main advantage of using our tool is the no-frills import process. It doesn’t require any software to set up or code to write for the migration to happen. Just a few clicks on the screen and you can leave everything to us.
High-Quality Ticket Migration
We are aware that you want everything transferred effortlessly with no data breach. That is why we constantly check and update 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 Service
Data Security and Privacy Assured
We know that you need the contents of your data secure. Data security will always be appreciated, and we strive to keep your records secure. 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 answer them. We will assist you through the whole process and provide extra assistance and documentation for any other concerns until we’re sure the migration process is running as effectively as it can.
100% Data Integrity
Our professionals have worked restlessly to perfect our migration process to ensure that your records will be intact once migrated in to Help Scout. We will remain connected through the complete process so you can know what data is being migrated and what records have been moved 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 Import Process
Import preparation
Preparation is crucial for a successful transfer process. To make sure the full migration will pass correctly, sign in to your Help Scout account and start creating the required custom fields and agent profiles. You will also have to turn off all the triggers and automation rules.
Adding your HelpShift
After you have done the preparations, the next part is giving the access to your HelpShift. The info is required by our migration tool and professionals to begin the importation process.
Connecting Help Scout
Once you have connected your HelpShift, it is time to link your Help Scout account to our tool. The migration tool will tell you what you should do and after you provide access to our tool, the tickets and other records will be imported to their destination customer service platform.
Correct your data migration
We can also import only the data that you choose. Just tell what data you need to move. If added custom encoding is necessary for you, just let us know. Once that is ready, we will do the work of importing records from your HelpShift and linking them with the ticket fields you have set up.
Take a trial run
To ease your mind, you can request a data migration demo. Overview the way your data is going to be migrated into Help Scout. Following the testing phase, you will be able to see a small part of your data going into Help Scout.
Help Scout Complete Migration
Once you are pleased with a trial run, checked out the migration tool, and conversed with our professionals, we are now all set for the importation. Find an quiet time for your support department and initiate the import process.
Hear from our satisfied 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 test our tool first, get in touch with our team to get a free trial run. You will get an opportunity to follow the full process before beginning the full thing.
Migration to Help Scout along with our professionals
Feeling concerned about manual importing data alone? Our specialists are ready for your message.