Importing Data to Help Scout from Salesforce Service Cloud
Migrating tickets from Salesforce Service Cloud is often a problem. Oftentimes, vendors will try to lock you up in their solution. After all, they will lose a paying customer. Nevertheless, there exists a way to migrate your records as securely and effectively as possible.
Minimal Transfer Support
Help Scout does deliver migration instruments from Salesforce Service Cloud. The import tool can be used for Zendesk, Desk, and UserVoice.
If you are not importing tickets from those platforms, you can compile the CSV file or use their API. so you can use the last mentioned you need to have an IT specialist as part of your crew.
Absence of devoted IT Expert
if you fail to employ the import tool or it is not working effectively for you, the API option might work. What you do is you write your own code according to the documentation and make use of it for the data importation process.
This strategy, however, will need an IT specialist to write a script. Chances are, the migration code might not work as wanted.
Unprotected Data
CSV may be a fast method to compose your data in one document – but the challenge is having to cope with a multitude of variables that can change according to your selection and nature of data.
Consequently, your organization won’t have the ability to review the result beforehand and get set for data altering after the transfer.
Allow us to Make Data Importation Effortless
Moving your records from Salesforce Service Cloud to Help Scout doesn't have to be complicated. No need to spend your time learning the technical aspect and focus only on things that is vital such as the contentment of your customers. Here is how we can help import your records for you.
Import from Salesforce Service Cloud to Help ScoutHow We Can Assist
After years of development and knowledge, we understand the value of data migration and why it must be carried out as proficiently as possible.
We are adept with dozens of help desks plus helpdesk-like systems.
Every ticket, conversation, user, and other records will be imported to Help Scout intact. This is a rundown of what we may do for you.
Smooth Transition
Transferring your records should not last days or weeks. We know how delays can cause downtimes which can impact your productivity. Entrust us with the migration process and we will slice off the transfer time. Meanwhile, you can continue your staff workflow and customer assistance will not be affected or will be in full flow as soon as possible.
Ensure Data Safety with Tests
We handle records with care by offering a testing phase. You are able to set up a demo before migration to identify and fix any kinks and issues with the process. Once you are happy with the result and no problems 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 seamless migration process. You do not need any software to set up or code to write for the process to take place. Just a few taps on the screen and you can pass everything to us.
Qualitative Ticket Import
We understand that you need everything moved smoothly without the data breach. That is why we constantly check and upgrade our migration methods. Leave everything to us and be certain that your data is safe and sound with our experts.
Why you Should Use our Data Migration Services
Security and Privacy Ensured
We understand that you need the contents of your data safe. Data privacy will always be respected, and we go the extra length to protect your data. Any info during the import process will be kept private.
Dedicated Support 24/7
Should you have any questions, our team is always open to resolve them. We will walk you through any process and provide additional assistance and details for any other questions until we’re sure the importation process is operating as efficiently as possible.
Full Data Integrity
Our developers have worked 24/7 to refine our migration service in order that your records will be intact once moved into Help Scout. We will stay connected through the complete process so you can understand what data is being migrated and what records have been imported 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 Look at The Automatic Help Scout Migration
Migration preparing
Preparation is the key for a successful migration outcome. To ensure the complete migration will pass correctly, sign in to your Help Scout account and set up the necessary custom fields and agent profiles. You will also need to turn off all the triggers and automation rules.
Connecting your Salesforce Service Cloud
After you have completed the pre-steps, the next step is supplying the credentials of your Salesforce Service Cloud. The info is necessary for our migration tool and specialists to start the migration .
Accessing Help Scout
After you have attached your Salesforce Service Cloud, it is high time to let our tool access your Help Scout account data. The migration wizard will tell you what to do and as soon as you give access to our tool, the tickets and other records will be imported to their target system.
Adjust your data migration
We can also migrate only the records that you pick. Just check what records you need to import. If extra customization is needed for you, just let us know. As soon as that is done, we will do the job of importing records from your Salesforce Service Cloud and matching them to the ticket fields you have prepared.
Do a trial run
To stop your worries, you can ask for a data migration trial. Follow how your data is going to be migrated into Help Scout. After the demo process, you will be able to observe a small part of your data entering Help Scout.
Help Scout Importation
As soon as you are content with a test run, examined the import tool, and conversed with our professionals, we are now all set for the migration. Pick an off-peak time for your support team and initiate 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 check our service first, reach out to our team for a free trial run. You will get a chance to see the entire procedure before starting the entire thing.
Import to Help Scout together with our team
Feeling squeamish about by-hand migrating records by yourself? Our specialists are on standby for your message.