Importing Data to Help Scout from LiveChat
Migrating your data from LiveChat is quite often a challenge. Oftentimes, help desk vendors will attempt to dissuade you from importing tickets to a new help desk. The thing is, they will lose a paying customer. However, there exists a way to transfer your records as properly and effortlessly as possible.
Minimal Transfer Support
Help Scout does deliver import services from LiveChat. The import tool can be utilized for Zendesk, Desk, and UserVoice.
If you are not importing records from those help desks, you can load the CSV file or make use of their API. and in order to take advantage of the last option you must have an IT expert within your team.
Absence of devoted IT Professional
if you fail to use the import tool or it is not working properly for you, the API option might do the job. Basically, you write your own script within the rules of the documentation and put it to use for the data migration process.
This approach, however, will need a coder to write a script. There’s a chance the migration code might not work as planned.
Unprotected Data
CSV may be a fast method to compile your data in a single document – but the trap is having to cope with a multitude of variables that can change determined by your picking and character of records.
Consequently, your team won’t manage to review the data previously and prepare for data altering after the transition.
Allow us to Make Data Importation Effortless
Migrating your records from LiveChat to Help Scout should not be confusing. Do not waste your time going deep into the technical details and concentrate only on stuff that is vital such as the satisfaction rate of your users. Here is how we can help import your info for you.
Import from LiveChat to Help ScoutHow We Can Assist
After years of training and expertise, we understand the significance of data migration and why it must be completed as successfully as possible.
We are familiar with dozens of help desks plus helpdesk-like software.
Every ticket, conversation, contact, and other records will be imported to Help Scout unchanged. Here is a rundown of what our team of professionals can do for you.
Smooth Importation
Migrating your records should not last days or weeks. We realize how delays can cause downtimes which can influence your workflow. Allow us to manage the transition process and we will slice off the transition time. Meanwhile, you can continue your staff workflow and customer service will not be changed or will be in full flow as soon as possible.
Ensure Data Safety with Testing
We handle records with care by enabling a testing phase. You can run tests before the import to identify and fix any kind of twists and problems with the process. If you are happy with the result and no difficulties occur, it’s high time for the full import.
Effortless Data Import to Help Scout
Surely, the best benefit of using our tool is the no-frills migration process. It doesn’t require any software to install or script to write for the migration to happen. Just a few clicks on the screen and you can leave everything to us.
Qualitative Ticket Import
We are aware that you need everything transferred smoothly with no data corruption. That is why we continuously test and update our migration tool. Leave everything to us and be certain that your data is secured with our professionals.
Why it’s Worth Using our Data Transfer Service
Security and Privacy Guaranteed
We know that the contents of your records have to be safe. Data privacy will always be appreciated, and we strive in order to keep your records secure. Any info during the transition process will be kept secret.
Quality Support 24/7
Should you have any questions, our professionals are always on standby to answer them. We will walk you through the whole process and supply additional support and documentation for any other concerns until we’re sure the migration process is working as proficiently as possible.
Full Data Integrity
Our professionals have worked tirelessly to perfect our migration service to ensure that your data will be unaltered once migrated in to Help Scout. We will remain connected through the complete procedure so you can be aware of what data is being migrated and what data has 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
An overview of The Automatic Help Scout Migration
Migration preparing
Preparation is crucial for a successful import outcome. To ensure the full process will be correct, log in to your Help Scout account and create the required custom fields and agent profiles. You will also have to turn off all the triggers and automations.
Adding your LiveChat
After you have completed the preparation work, the next part is supplying the access to your LiveChat. The data is necessary for our import tool and professionals to begin the importation process.
Connecting Help Scout
After you have provided access to your LiveChat, 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 provide access to our service, the tickets and other records will be moved to their new help desk.
Correct your data migration
We can also migrate only the records that you need. Just check what data you need to import. If added custom encoding is required for you, just let us know. After that is finished, we will do the task of importing data from your LiveChat and connecting them to the ticket fields you have created.
Take a trial run
To stop your worries, you can request a data migration trial. Overview the way your data is going to be migrated into Help Scout. After the testing phase, you will be able to see a small part of your data moving into Help Scout.
Help Scout Complete Migration
As soon as you are satisfied with a trial run, examined the migration tool, and conversed with our specialists, we are now ready for the importation. Decide on an quiet time for your support department and finalize the migration.
Hear from our happy 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 Always Here for You
Hands-Off data importation If you would like to test our service first, get in touch with our experts for a free demo. You will get an opportunity to follow the full process before setting up the real thing.
Migration to Help Scout with our specialists
Feeling concerned about by-hand importing records alone? Our specialists are on standby for your call.