Importing Data to Help Scout from Pylon
Exporting your data from Pylon is quite often a problem. Oftentimes, help desk companies will attempt to dissuade you from importing your support data to a new help desk. The thing is, they will lose a paying client. Nevertheless, there is a way to transfer your tickets as properly and effortlessly as possible.
Limited Transfer Support
Help Scout does offer migration services from Pylon. The import instrument can be used for Zendesk, Desk, and UserVoice.
If you are not importing data from those systems, you can load the CSV file or use their API. And to take advantage of the last option you must have an IT specialist as part of your crew.
Lack of devoted IT Professional
If you cannot employ the import tool or it is not working properly for you, the API method might work. Basically, you write your own migration code within the rules of the documentation and utilize it for the data transition process.
This strategy, however, will demand a coder to write a script. Chances are, the migration code might not work as wanted.
Unguarded Data
CSV may be a quick way to compose your data in a single file – but the catch is having to cope with a number of variables that can change determined by your selection and type of records.
Therefore, your team won’t manage to review the result in advance and get set for data loss after the transition.
Let us Make Data Importation Easier
Transferring your records from Pylon to Help Scout should not be exhausting. No need to waste your days going deep into the technical aspect and focus only on stuff that important such as the satisfaction rate of your customers. Here is how we can help transfer your records for you.
Import from Pylon to Help ScoutHow Our Team Can Help You
Honed with years of development and experience, we know everything about the importance of data migration and why it should be completed as effectively as possible.
We are skilled with dozens of help desks plus helpdesk-like software.
Every ticket, conversation, user, and other data will be brought in Help Scout intact. Here is a list of what our team of specialists may do for you.
Swift Transition
Moving your records should not take hours or days. We understand how delays may cause downtimes which can influence your productivity. Let us lead the transition process and we will cut off the transition time. Meanwhile, you can go on with your staff workflow and customer assistance will not be impacted or will be in full flow as fast as possible.
Ensure Data Safety with Testing
We handle data with care simply by providing a testing stage. You can set up a trial before migration to find and correct any kind of kinks or problems with the process. As soon as you are happy with the result and no issues come up, it’s high time for the full import.
Simple Data Import to Help Scout
Definitely, the main perk of using our tool is the no-frills import process. You do not need any software to download or script to write for the process to start. Just a few clicks on the screen and you can leave everything to us.
High-Quality Ticket Import
We know that you need everything transferred seamlessly without any data corruption. That is why we consistently test and upgrade our migration methods. Rely your import on us and be sure that your data is secured with our professionals.
Why you Need to Use our Data Migration Service
Data Security and Privacy Ensured
We understand that the contents of your data have to be secure. Data security will always be appreciated, and we go the extra length to keep your records secure. Any details during the transition process will be kept secret.
Devoted Support 24/7
Should you have any questions, our support reps are always open to answer them. We will help you through any process and supply extra support and details for any other queries until we’re sure the migration process is working as proficiently as possible.
100% Data Integrity
Our team have worked 24/7 to perfect our migration tool so that your data will be well-preserved once migrated into Help Scout. We will keep attached through the entire procedure so you can be aware of what data is being migrated and what records have been moved 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
A glance at The Automatic Help Scout Import Process
Import preparing
Preparation is important for a successful migration process. To make certain the whole process will end as planned, log in to your Help Scout account and make the needed custom fields and agent profiles. You will also have to switch off all the triggers and automations.
Linking your Pylon
After you have done the pre-steps, the next part is providing the credentials of your Pylon. The data is required by our import tool and specialists to get started the importation process.
Linking Help Scout
Once you have provided access to your Pylon, it is time to link your Help Scout account to our tool. The migration wizard will guide you on what you should do and after you give access to our tool, the tickets as well as other files will be moved to their new customer service platform.
Modify your data migration
We can also import only the records that you want. Just select what records you need to move. If added customization is necessary for you, just contact us. After that is finished, we will do the task of importing records from your Pylon and linking them to the ticket fields you have created.
Perform a trial run
To stop your worries, you can request a data migration test. See how your data is going to be migrated into Help Scout. Following the testing process, you will be able to view a certain number of your data moving into Help Scout.
Help Scout Full Import
Once you are content with a trial run, checked out the import tool, and conversed with our team, we are now ready for the migration. Find an quiet time for your support department and finalize the migration.
Hear from our satisfied 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.
Our Team is Here for You
Automatic data migration If you would like to test our tool first, contact our specialists to get a free demo. You will get a chance to overview the full process before setting up the real thing.
Transfer to Help Scout together with our experts
Feeling worried about by-hand importing data on your own? Our specialists are ready for your call.