Importing Data to Help Scout® from Richpanel
Switching from Richpanel can be a challenge. Oftentimes, help desk software vendors will attempt to lock you up in their solution. Well, they are losing a paying customer. However, there is a way to transfer your tickets as securely and effectively as possible.
Minimal Import Support
Help Scout® does deliver migration methods from Richpanel. The import instrument can be utilized for Zendesk, Desk, and UserVoice.
If you are not importing data from those systems, you can download the CSV file or use their API. in order to take advantage of the last mentioned you must have an IT professional in your team.
Absence of Dedicated 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 migration code following the documentation and put it to use for the data transition process.
This way, however, will demand a developer to write a script. There’s a high possibility that the code might not work as intended.
Unprotected Data
CSV may be a fast method to compose your data in a sole document – but the catch is having to handle a number of variables that can change based on your selection and type of records.
Therefore, your company won’t have the ability to check the data in advance and get set for data loss after the transfer.
Allow us to Make Data Migration Effortless
Transferring your data from Richpanel to Help Scout® musn’t be complicated. Do not waste your days with the technical details and concentrate only on stuff that important such as the loyalty of your buyers. Here is how we can help import your data for you.
Import from Richpanel to Help Scout®How We Can Assist
After years of development and knowledge, we know everything about the importance of data importation and why it should be done as successfully as possible.
We are skilled with dozens of help desks and helpdesk-like platforms.
Every ticket, conversation, user, and other records will be brought in Help Scout® unchanged. Here is a list of what we can do for you.
Smooth Transition
Moving your data should not last days or weeks. We understand exactly how delays may cause downtimes which can affect your productivity. Let us lead the transition process and we will cut off the migration time. In the meantime, you can continue your staff workflow and customer interactions will not be impacted or will be resumed as fast as possible.
Data Safety with Trials
We handle records with care simply by providing a demo stage. You are able to run tests before the import to identify and correct any kind of possible errors and issues with the process. As soon as you are satisfied and no difficulties occur, it’s high time for the full import.
Simple Help Scout® Import
Definitely, the main perk of using our tool is the simplest migration process. It doesn’t require any programs to download or code to write for the process to start. Just a few clicks on the screen and you can pass everything to us.
Qualitative Ticket Migration
We know that you want everything migrated seamlessly without any data corruption. That is why we consistently check and update our migration tool. Leave everything to us and be sure that your data is out of harm’s way with our experts.
Why you Need to Use our Data Migration Tool
Security and Privacy Ensured
We know that the contents of your data need to be safe. Data security will always be observed, and we go the extra length in order to keep your records secure. Any details during the migration process will be kept private.
Devoted Support 24/7
Should you have any questions, our support reps are always open to take care of them. We will help you through the whole process and supply extra assistance and documentation for any other queries until we’re sure the migration process is operating as effectively as it can.
Full Data Integrity
Our team have worked 24/7 to optimize our migration service so that your data will be well-preserved once imported into Help Scout®. We will keep connected through the entire procedure so you can understand what data is being moved and what data has 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
Migration preparation
Preparation is important for a successful migration outcome. To make certain the whole process will end as planned, sign in to your Help Scout® account and create the needed custom fields and agent profiles. You will also have to switch off all the triggers and automations.
Linking your Richpanel
After you have completed the pre-steps, the following step is providing the access to your Richpanel. The data is required by our migration tool and specialists to get started the importation .
Linking Help Scout®
After you have connected your Richpanel, 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 provide access to our service, the tickets and other files will be moved to their target help desk.
Modify your data migration
We can also migrate only the data that you pick. Just select what data you have to move. If additional custom encoding is essential for you, just let us know. As soon as that is ready, we will do the job of migrating data from your Richpanel and linking them with the ticket fields you have created.
Perform a trial run
To relieve your mind, you can demand a data migration test. See how your data is going to be moved into Help Scout®. Following the trial process, you will be able to view a small part of your data entering Help Scout®.
Help Scout® Full Import
As soon as you are content with a demo run, examined the migration tool, and spoke to our team, we are now all set for the importation. Choose an quiet time for your support team and begin 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.
Our Team is Here for You
Automatic data migration If you would like to get acquainted our service first, contact our specialists to get a free trial run. You will get a chance to overview the full procedure before beginning the entire thing.
Transfer to Help Scout® together with our team
Feeling worried about manual moving records on your own? Our professionals are ready for your message.