Importing Data to Help Scout from Outlook
Exporting your data from Outlook is often a problem. Oftentimes, help desk vendors will try to dissuade you from importing your data to a new help desk. After all, they will lose a paying client. However, there exists a way to migrate your tickets as properly and effortlessly as possible.
Minimal Transfer Support
Help Scout does deliver transfer methods from Outlook. The import application can be utilized for Zendesk, Desk, and UserVoice.
If you are not importing records from those platforms, you can compile the CSV file or use their API. and in order to use the latter you must have an IT specialist within your team.
Absence of devoted IT Specialist
if you fail to make use of the import tool or it is not working adequately for you, the API approach might do the job. Basically, you write your own code according to the documentation and make use of it for the data migration process.
This technique, however, will require an IT specialist to write a script. Chances are, the script might not work as intended.
Unprotected Data
CSV may be a fast method to put your data together in a sole document – but the catch is having to cope with a number of variables that can change according to your selection and character of data.
As a result, your company won’t have the ability to test out data previously and get ready for data loss after the transition.
Allow us to Make Data Importation Easier
Moving your records from Outlook to Help Scout musn’t be complicated. Do not waste your days learning the technical aspect and concentrate only on things that matter such as the loyalty of your customers. Here is how we can help transfer your data for you.
Import from Outlook to Help ScoutHow We Can Assist
After years of practicing and experience, we are aware of the importance of data migration and why it should be carried out as proficiently as possible.
We are adept with dozens of help desks plus helpdesk-like platforms.
Every ticket, conversation, requester, and other data will be moved to Help Scout unchanged. Here is a list of what our team of professionals may do for you.
Smooth Migration
Transferring your records should not take days or weeks. We understand how delays may cause downtimes which can impact your productivity. Allow us to manage the migration process and we will shave off the transfer time. Meanwhile, you can go on with your staff workflow and customer interactions will not be changed or will be resumed as fast as possible.
Ensure Data Safety with Trials
We handle data with care by simply providing a testing stage. You can set up a demo before the import to detect and iron out any kind of kinks or problems with the process. If you are satisfied and no errors come up, it’s high time for the full import.
Hassle-free Data Import to Help Scout
Perhaps, the main advantage of using our tool is the simplest migration process. It doesn’t require any software to set up or script to write for the process to happen. Just a few taps on the screen and you can leave everything to us.
Qualitative Ticket Import
We understand that you need everything migrated effortlessly without any data corruption. That is why we constantly test and upgrade our migration tool. Let us do everything and know that your data is safe and sound with our experts.
Why you Should Use our Data Import Tool
Security and Privacy Assured
We know that the contents of your files and tickets have to be secure. Data security will always be respected, and we go the extra length in order to protect your data. Any information during the import process will be kept private.
Dedicated Support 24/7
Should you have any questions, our team is always ready to take care of them. We will assist you through the whole process and supply extra support and details for any other concerns until we’re sure the importation process is running as efficiently as possible.
Full Data Integrity
Our developers have worked restlessly to optimize our migration service so that your data will be intact once moved into Help Scout. We will remain linked throughout the whole procedure so you can understand 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
A Look at The Automatic Help Scout Import Process
Migration preparing
Preparation is the key for a successful transfer process. To make sure the whole process will pass correctly, log in to your Help Scout account and set up the required custom fields and agent profiles. You will also need to disable all the triggers and automations.
Connecting your Outlook
After you have completed the preparations, the following step is giving the access to your Outlook. The data is required by our import tool and specialists to begin the migration process.
Accessing Help Scout
After you have attached your Outlook, it is time to let our tool access your Help Scout account data. The migration tool will guide you on what you should do and as soon as you give access to our service, the tickets along with other data will be moved to their target customer service platform.
Adjust your data migration
We can also migrate only the records that you want. Just tell what data you need to move. If extra customization is required for you, just inform us. Once that is done, we will do the job of moving data from your Outlook and connecting them with the ticket fields you have set up.
Do a trial run
To stop your worries, you can demand a data migration demo. See how your data is going to be migrated into Help Scout. Following the demo process, you will be able to see a limited amount of your data going into Help Scout.
Help Scout Importation
As soon as you are pleased with a demo run, examined the migration tool, and conversed with our professionals, we are now ready for the migration. Decide on an off-peak time for your support department and begin 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 Here for You
Automated data import If you would like to get acquainted our service first, contact our experts to get a free demo. You will get a chance to follow the entire process before starting the entire thing.
Import to Help Scout along with our experts
Feeling squeamish about by-hand moving records on your own? Our specialists are ready for your call.