Importing Data to Help Scout from ((OTRS)) Community Edition
Switching from ((OTRS)) Community Edition can be a problem. Oftentimes, help desk vendors will attempt to lock you up in their solution. The thing is, they are losing a paying customer. Nevertheless, there is a way to move your tickets as securely and successfully as possible.
Minimal Transfer Support
Help Scout does deliver migration methods from ((OTRS)) Community Edition. The import instrument can be utilized for Zendesk, Desk, and UserVoice.
If you are not importing data from those help desks, you can download the CSV file or make use of their API. and in order to make use of the last one you need to have an IT professional in the crew.
Absence of devoted IT Specialist
if you fail to employ the import tool or it is not working adequately for you, the API method might do the job. Basically, you write your own script following the documentation and make use of it for the data importation process.
This strategy, however, will need a coder to write a script. There’s a high possibility that the migration code might not work as expected.
Unprotected Data
CSV may be a fast method to compose your data in a sole document – but the challenge is having to manage a number of variables that can change based on your picking and nature of records.
Consequently, your business won’t have the ability to review the result previously and get set for data loss after the transfer.
Allow us to Make Data Importation Effortless
Moving your records from ((OTRS)) Community Edition to Help Scout musn’t be complicated. Do not waste your days with the technical aspect and concentrate only on stuff that is vital such as the satisfaction of your buyers. Here is how we can help import your information for you.
Import from ((OTRS)) Community Edition to Help ScoutHow We Can Assist
After years of development and expertise, we know everything about the value of data transition and why it should be done as proficiently as possible.
We are adept with dozens of help desks plus helpdesk-like platforms.
Every ticket, conversation, user, and other records will be brought in Help Scout unchanged. Here is a list of what we may do for you.
Smooth Transition
Transferring your records should not last days or weeks. We know that delays may cause downtimes which can affect your workflow. Entrust us with the transition process and we will slice off the transition time. In the meantime, you can continue your staff workflow and customer support will not be changed or will be resumed as fast as possible.
Ensure Data Safety with Trials
We handle records with care simply by offering a trial stage. You are able to set up a demo before the import to detect and fix any possible errors and problems with the process. If you are satisfied and no issues occur, it’s time to start with the importation.
Hassle-free Data Import to Help Scout
Perhaps, the main perk of using our tool is the simplest migration process. It doesn’t require any apps to install or code to write for the migration to take place. Just a few clicks on the screen and you can pass everything to us.
Qualitative Ticket Import
We understand that you need everything migrated seamlessly without the data corruption. That is why we continuously check and upgrade our migration tool. Let us do everything and be certain that your data is secured with our experts.
Why you Should Use our Data Migration Tool
Security and Privacy Ensured
We know that the contents of your files and tickets have to be safe. Data security will always be observed, and we strive in order to keep your records secure. Any info during the transition process will be kept private.
Dedicated Support 24/7
Should you have any questions, our team is always open to take care of them. We will help you through the whole process and supply extra assistance and details for any other questions until we’re sure the migration process is going as proficiently as it can.
Full Data Integrity
Our developers have worked 24/7 to optimize our migration service in order that your data will be unaltered once imported in to Help Scout. We will stay linked through the complete process so you can understand what data is being migrated 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
A Look at The Automatic Help Scout Migration
Migration preparing
Preparation is the key for a successful migration outcome. To make certain the complete process will be correct, sign in to your Help Scout account and set up the necessary custom fields and agent profiles. You will also have to turn off all the triggers and automation rules.
Connecting your ((OTRS)) Community Edition
After you have completed the pre-steps, the following step is providing the access to your ((OTRS)) Community Edition. The data is required by our migration tool and professionals to start the importation .
Accessing Help Scout
After you have attached your ((OTRS)) Community Edition, it is high time to let our tool access your Help Scout account data. The migration tool will guide you on what you should do and when you give access to our service, the tickets along with other records will be imported to their target system.
Adjust your data migration
We can also migrate only the records that you need. Just select what data you want to move. If additional customization is required for you, just inform us. the moment that is finished, we will do the job of importing records from your ((OTRS)) Community Edition and connecting them with the ticket fields you have made.
Do a trial run
To stop your worries, you can demand a data migration test. Follow how your data is going to be migrated into Help Scout. Following the trial phase, you will be able to observe a limited amount of your data migrating to Help Scout.
Help Scout Importation
As soon as you are content with a demo run, examined the migration tool, and chatted with our specialists, we are now all set for the migration. Decide on an quiet time for your support team and start the import process.
Hear from our happy clients
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 Here for You
Automated data migration If you would like to get acquainted our service first, reach out to our specialists to get a free trial run. You will get an opportunity to see the whole procedure before setting up the entire thing.
Import to Help Scout together with our specialists
Feeling squeamish about by-hand moving records by yourself? Our experts are ready for your message.