Importing Data to Help Scout from HubSpot Service Hub
Switching from HubSpot Service Hub can be a challenge. Oftentimes, help desk vendors will attempt to dissuade you from importing tickets to a new help desk. Well, they are going to lose a paying customer. Nevertheless, there is a way to transfer your tickets as properly and effectively as possible.
Minimal Import Support
Help Scout does deliver transfer instruments from HubSpot Service Hub. The import tool can be used for Zendesk, Desk, and UserVoice.
If you are not importing information from those help desks, you can download the CSV file or make use of their API. and in order to take advantage of the last option you must have an IT specialist in the crew.
Absence of Dedicated IT Expert
if you fail to make use of the import tool or it is not working effectively for you, the API option might work. What you do is you write your own script following the documentation and use it for the data importation process.
This method, however, will demand a developer to write a script. Chances are, the code might not work as wanted.
Unprotected Data
CSV may be a fast method to put your data together in one file – but the trap is having to handle a number of variables that can change based on your picking and nature of records.
Therefore, your team won’t have the ability to check the result previously and prepare for data loss after the transition.
Allow us to Make Data Migration Effortless
Migrating your data from HubSpot Service Hub to Help Scout doesn't have to be exhausting. No need to spend your days with the technical details and concentrate only on stuff that important such as the satisfaction rate of your customers. Here is how we can help import your records for you.
Import from HubSpot Service Hub to Help ScoutHow We Can Assist
After years of practicing and knowledge, we understand the significance of data importation and why it should be done as efficiently as possible.
We are familiar with dozens of help desks and helpdesk-like systems.
Every ticket, conversation, requester, and other records will be imported to Help Scout intact. This is a list of what we can do for you.
Smooth Migration
Migrating your data should not last hours or days. We realize exactly how delays may cause downtimes which can affect your workflow. Entrust us with the transition process and we will cut off the migration time. Meanwhile, you can continue your staff workflow and customer assistance will not be changed or will be resumed as fast as possible.
Data Safety with Tests
We handle records with care by enabling a demo stage. You are able to run tests before the import to detect and correct any kind of kinks and problems with the process. If you are satisfied and no troubles emerge, it’s high time for the full import.
Effortless Help Scout Import
Surely, the main advantage of using our tool is the seamless import process. You do not need any programs to install or code to write for the migration to take place. Just a few clicks on the screen and you can leave everything to us.
Qualitative Ticket Migration
We are aware that you want everything moved smoothly with no data breach. That is why we continuously check and update our migration tool. Let us do everything and be sure that your data is out of harm’s way with our experts.
Why it’s Worth Using our Data Import Services
Security and Privacy Assured
We understand that you need the contents of your data secure. Data security will always be observed, and we strive in order to keep your records secure. Any details during the migration process will be kept private.
Quality Support 24/7
Should you have any questions, our professionals are always ready to resolve them. We will walk you through any process and provide extra assistance and documentation for any other questions until we’re sure the migration process is working as effectively as possible.
Full Data Integrity
Our professionals have worked restlessly to refine our migration tool to ensure that your records will be unaltered once imported in to Help Scout. We will stay linked through the entire procedure so you can understand what data is being moved and what records have 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 Automated Help Scout Migration
Migration preparation
Preparation is crucial for a successful transfer outcome. To ensure the full migration will be correct, sign in to your Help Scout account and start creating the necessary custom fields and agent profiles. You will also have to switch off all the triggers and automations.
Adding your HubSpot Service Hub
After you have completed the preparations, the next step is supplying the credentials of your HubSpot Service Hub. The info is required by our migration tool and professionals to start the importation process.
Connecting Help Scout
After you have linked your HubSpot Service Hub, it is high time to link your Help Scout account to our tool. The migration wizard will tell you what you should do and when you provide access to our service, the tickets along with other files will be moved to their target system.
Correct your data migration
We can also migrate only the data that you pick. Just check what records you have to move. If additional custom encoding is required for you, just inform us. After that is ready, we will do the job of migrating records from your HubSpot Service Hub and connecting them with the ticket fields you have prepared.
Take a trial run
To relieve your mind, you can ask for a data migration trial. Overview the way your data is going to be moved into Help Scout. Following the trial phase, you will be able to observe a limited amount of your data moving into Help Scout.
Help Scout Complete Migration
As soon as you are pleased with a test run, checked out the import tool, and spoke to our specialists, we are now all set for the importation. Decide on an quiet time for your support department 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 check our tool first, get in touch with our professionals to get a free trial run. You will get an opportunity to see the full process before beginning the entire thing.
Migration to Help Scout along with our team
Feeling concerned about manual migrating data alone? Our professionals are ready for your message.