Importing Data to Help Scout® from Plain
Exporting your data from Plain can be a challenge. Oftentimes, vendors will attempt to dissuade you from importing your data to a new help desk. Well, they will lose a paying client. Nevertheless, there exists a way to import your data as properly and effectively as possible.
Minimal Transfer Support
Help Scout® does deliver migration services from Plain. The import application can be used for Zendesk, Desk, and UserVoice.
If you are not importing records 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 specialist in your crew.
Absence of devoted IT Professional
if you fail to employ the import tool or it is not working properly for you, the API approach might work. Basically, you write your own code following the documentation and put it to use for the data migration process.
This strategy, however, will demand a developer to write a script. Chances are, the code might not work as expected.
Unprotected Data
CSV may be a fast method to compose your data in a single document – but the catch is having to cope with a number of variables that can change based on your choice and character of records.
Therefore, your team won’t be able to check the result beforehand and get set for data corruption after the transition.
Allow us to Make Data Importation Effortless
Moving your records from Plain to Help Scout® should not be challenging. No need to waste your days with the technical details and focus only on stuff that important such as the satisfaction rate of your customers. Here is how we can help transfer your information for you.
Import from Plain to Help Scout®How We Can Assist
After years of development and knowledge, we are aware of the importance of data migration and why it should be done as successfully as possible.
We are adept with dozens of help desks plus helpdesk-like software.
Every ticket, conversation, user, and other records will be moved to Help Scout® intact. Here is a list of what we can do for you.
Smooth Transition
Transferring your records should not last days or weeks. We understand how delays may cause downtimes which can affect your effectiveness. Allow us to manage the transition process and we will cut off the migration time. Meanwhile, you can go on with your staff workflow and customer support will not be affected or will be resumed as quickly as possible.
Ensure Data Safety with Testing
We handle records with care by simply providing a testing stage. You are able to run tests before migration to find and correct any kind of kinks or problems with the process. Once you are satisfied and no issues emerge, it’s high time for the full import.
Hassle-free Data Import to Help Scout®
Perhaps, the main perk of using our tool is the no-frills migration process. You do not need any software to set up or code to write for the import to happen. Just a few clicks on the screen and you can leave everything to us.
Qualitative Ticket Import
We understand that you need everything transferred effortlessly without any data corruption. That is why we constantly check and update our migration methods. Rely your import on us and be sure that your data is out of harm’s way with our specialists.
Why you Should Use our Data Migration Service
Security and Privacy Ensured
We understand that the contents of your files and tickets have to be safe. Data security will always be observed, and we work hard to keep your records secure. Any details during the migration process will be kept confidential.
Dedicated Support 24/7
Should you have any questions, our team is always open to answer them. We will assist you through any process and supply extra assistance and documentation for any other concerns until we’re sure the migration process is running as effectively as possible.
Full Data Integrity
Our developers have worked 24/7 to perfect our migration method so that your data will be intact once imported directly into Help Scout®. We will remain attached through the entire procedure so you can know what data is being moved and what records have been imported 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 sure the whole process will pass correctly, sign in to your Help Scout® account and create the required custom fields and agent profiles. You will also have to switch off all the triggers and automations.
Connecting your Plain
After you have completed the pre-steps, the next part is giving the credentials of your Plain. The data is required by our migration tool and experts to begin the importation process.
Accessing Help Scout®
After you have provided access to your Plain, it is high time to let our tool access your Help Scout® account data. The migration wizard will guide you on what you should do and when you provide access to our tool, the tickets as well as other files will be moved to their destination customer service platform.
Adjust your data migration
We can also migrate only the records that you pick. Just tell what records you need to move. If additional custom encoding is needed for you, just contact us. Once that is ready, we will do the work of migrating records from your Plain and matching them with the ticket fields you have created.
Do a trial run
To stop your worries, you can request a data migration demo. See how your data is going to be migrated into Help Scout®. Following the trial stage, you will be able to see a certain number of your data going into Help Scout®.
Help Scout® Importation
As soon as you are content with a trial run, examined the import tool, and conversed with our professionals, we are now all set for the importation. Pick an quiet time for your support department and finalize the migration.
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 test our service first, contact our experts to get a free trial run. You will get a possibility to follow the full process before beginning the full thing.
Import to Help Scout® together with our team
Feeling squeamish about by-hand importing records on your own? Our specialists are ready for your message.