Importing Data to Help Scout from Odoo Helpdesk
Migrating your data from Odoo Helpdesk can be a challenge. Oftentimes, vendors will attempt to dissuade you from importing your support data to a new help desk. After all, they are losing a paying customer. Nevertheless, there is a way to transfer your tickets as securely and effectively as possible.
Limited Import Support
Help Scout does offer transfer services from Odoo Helpdesk. The import application can be utilized for Zendesk, Desk, and UserVoice.
If you are not importing information from those platforms, you can download the CSV file or employ their API. so you can take advantage of the latter you must have an IT developer inside 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 following the documentation and put it to use for the data migration process.
This technique, however, will need an IT specialist to write a script. It’s possible 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 challenge is having to cope with a multitude of variables that can change based on your choice and character of records.
Consequently, your company won’t have the ability to review the result in advance and get set for data loss after the transfer.
Let us Make Data Migration Effortless
Transferring your data from Odoo Helpdesk to Help Scout should not be exhausting. Do not spend your time with the technical details and focus only on stuff that is vital such as the loyalty of your clients. Here is how we can help import your records for you.
Import from Odoo Helpdesk to Help ScoutHow Our Team Can Help You
Honed with years of practicing and knowledge, we are aware of the value of data migration and why it must be done as successfully as possible.
We are skilled with dozens of help desks and helpdesk-like software.
Every ticket, conversation, requester, and other records will be moved to Help Scout unchanged. This is a rundown of what our team of specialists can do for you.
Swift Migration
Moving your data should not last hours or days. We know how delays can cause downtimes which can affect your effectiveness. Allow us to manage the transition process and we will slice off the transfer time. In the meantime, you can continue your staff workflow and customer assistance will not be impacted or will be resumed as fast as possible.
Data Security with Testing
We handle records with care by simply offering a testing phase. You can run tests before migration to find and fix any kind of quirks and difficulties with the process. As soon as you are satisfied and no errors come up, it’s high time for the full import.
Simple Help Scout Import
Definitely, the main advantage of using our tool is the no-frills import process. It doesn’t require any software to set up or script to write for the import to happen. Just a few clicks on the screen and you can leave everything to us.
High-Quality Ticket Migration
We know that you want everything transferred effortlessly without the data breach. That is why we constantly test and update our migration methods. Rely your import on us and be certain that your data is safe and sound with our experts.
Why you Need to Use our Data Import Service
Data Security and Privacy Assured
We know that you need the contents of your data secure. Data privacy will always be observed, and we work hard to keep your records secure. Any info during the import process will be kept private.
Devoted Support 24/7
Should you have any questions, our support reps are always ready to answer them. We will assist you through the whole process and provide additional support and documentation for any other concerns until we’re sure the migration process is running as efficiently as it can.
100% Data Integrity
Our team have worked restlessly to perfect our migration tool in order that your records will be intact once imported directly into Help Scout. We will remain attached through the complete procedure so you can understand 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
A glance at The Automated Help Scout Migration
Import preparation
Preparation is important for a successful transfer outcome. To make sure the complete migration will pass correctly, 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.
Linking your Odoo Helpdesk
After you have done the preparations, the next part is giving the access to your Odoo Helpdesk. The info is necessary for our import tool and experts to begin the importation process.
Linking Help Scout
Once you have linked your Odoo Helpdesk, it is high time to link your Help Scout account to our tool. The migration tool will tell you what to do and when you provide access to our tool, the tickets as well as other records will be moved to their target help desk.
Modify your data migration
We can also import only the data that you pick. Just tell what data you need to import. If additional custom encoding is needed for you, just contact us. Once that is done, we will do the job of importing records from your Odoo Helpdesk and linking them with the ticket fields you have made.
Perform a trial run
To ease your mind, you can request a data migration demo. Follow how your data is going to be migrated into Help Scout. After the trial stage, you will be able to see a certain number of your data going into Help Scout.
Help Scout Full Import
Once you are pleased with a trial run, checked out the migration tool, and conversed with our professionals, we are now ready for the importation. Pick an quiet time for your support department and begin 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.
Our Team is Here for You
Automatic data import If you would like to test our tool first, reach out to our professionals for a free demo. You will get a possibility to follow the full process before starting the entire thing.
Transfer to Help Scout along with our team
Feeling worried about manual importing data by yourself? Our specialists are on standby for your call.