Importing Data to Help Scout from HelpSpot
Switching from HelpSpot can be a challenge. Oftentimes, vendors will try to lock you up in their solution. The thing is, they will lose a paying customer. However, there exists a way to import your tickets as securely and effortlessly as possible.
Minimal Transfer Support
Help Scout does deliver transfer services from HelpSpot. The import application can be used for Zendesk, Desk, and UserVoice.
If you are not importing records from those help desks, you can download the CSV file or make use of their API. so you can use the last one you must have an IT expert as part of your team.
Absence of devoted IT Professional
if you fail to make use of the import tool or it is not working properly for you, the API approach might work. Basically, you write your own script following the documentation and put it to use for the data importation process.
This way, however, will require a coder to write a script. There’s a chance the script might not work as planned.
Unprotected Data
CSV may be a fast method to put your data together in a single file – but the catch is having to handle a number of variables that can change based on your picking and nature of data.
As a result, your team won’t be able to test out data previously and get ready for data loss after the transfer.
Allow us to Make Data Importation Effortless
Migrating your records from HelpSpot to Help Scout should not be exhausting. No need to waste your days with the technical details and focus only on things that matter such as the satisfaction rate of your users. Here is how we can help import your info for you.
Import from HelpSpot to Help ScoutHow We Can Assist
After years of practicing and knowledge, we are aware of the importance of data importation and why it should be done as successfully as possible.
We are familiar with dozens of help desks plus helpdesk-like software.
Every ticket, conversation, requester, and other records will be moved to Help Scout intact. Here is a list of what we can do for you.
Smooth Migration
Migrating your records should not last hours or days. We understand exactly how delays may cause downtimes which can affect your workflow. Entrust us with the migration process and we will shave off the transition time. Meanwhile, you can continue your staff workflow and customer service will not be changed or will be resumed as fast as possible.
Ensure Data Safety with Testing
We handle records with care by simply providing a demo stage. You are able to run tests before migration to find and iron out any kind of twists and issues with the process. If you are satisfied and no issues arise, it’s high time for the full import.
Effortless Data Import to Help Scout
Surely, the main advantage of using our tool is the no-frills import process. You do not need any programs to install or code to write for the migration to take place. Just a few taps on the screen and you can pass everything to us.
Qualitative Ticket Import
We are aware that you need everything transferred effortlessly without any data corruption. That is why we continuously check and update our migration methods. Rely your import on us and know that your data is secured with our specialists.
Why it’s Worth Using our Data Import Service
Security and Privacy Assured
We understand that the contents of your records have to be safe. Data security will always be observed, and we strive to protect your data. Any information during the transition 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 any process and supply extra assistance and documentation for any other questions until we’re sure the importation process is going as proficiently as possible.
Full Data Integrity
Our professionals have worked restlessly to perfect our migration tool so that your data will be unaltered once imported in to Help Scout. We will stay attached throughout the whole procedure so you can know what data is being transferred and what data has been migrated 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 Automatic Help Scout Migration
Migration preparing
Preparation is crucial for a successful transfer outcome. To make sure the whole process will be correct, sign in to your Help Scout account and create the necessary custom fields and agent profiles. You will also need to disable all the triggers and automations.
Adding your HelpSpot
After you have completed the preparations, the next part is giving the credentials of your HelpSpot. The data is required by our migration tool and professionals to start the migration .
Connecting Help Scout
After you have provided access to your HelpSpot, it is high time to link your Help Scout account to our tool. The migration wizard will guide you on what you should do and when you provide access to our tool, the tickets as well as other data will be moved to their destination system.
Correct your data migration
We can also migrate only the records that you pick. Just tell what records you have to move. If additional custom encoding is needed for you, just contact us. the moment that is finished, we will do the work of moving data from your HelpSpot and connecting them with the ticket fields you have made.
Take a trial run
To stop your worries, you can request a data migration demo. See how your data is going to be moved into Help Scout. Following the trial phase, you will be able to observe a certain number of your data migrating to Help Scout.
Help Scout Complete Migration
As soon as you are pleased with a trial run, checked out the import tool, and spoke to our specialists, we are now all set for the importation. Pick an off-peak time for your support team and finalize the migration.
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 test our tool first, contact our experts to get a free trial run. You will get an opportunity to see the entire procedure before setting up the full thing.
Migration to Help Scout along with our team
Feeling concerned about by-hand importing data on your own? Our professionals are ready for your message.