Importing Data to Help Scout from SherpaDesk
Switching from SherpaDesk is often a challenge. Oftentimes, help desk software vendors will attempt to dissuade you from importing your support data to a new help desk. The thing is, they are losing a paying customer. Nevertheless, there is a way to transfer your data as properly and effectively as possible.
Minimal Transfer Support
Help Scout does deliver transfer instruments from SherpaDesk. The import application can be utilized for Zendesk, Desk, and UserVoice.
If you are not importing tickets from those help desks, you can compile the CSV file or employ their API. in order to make use of the latter you need to have an IT developer in your crew.
Absence of devoted IT Expert
if you fail to make use of the import tool or it is not working effectively for you, the API approach might do the job. What you do is you write your own script according to the documentation and use it for the data migration process.
This method, however, will demand a coder to write a script. It’s possible the script might not work as wanted.
Unprotected Data
CSV may be a fast method to put your data together in one file – but the challenge is having to manage a number of variables that can change according to your choice and character of records.
Therefore, your business won’t have the ability to test out result beforehand and prepare for data corruption after the transition.
Allow us to Make Data Importation Easier
Transferring your records from SherpaDesk to Help Scout doesn't have to be difficult. Do not spend your days learning the technical details and concentrate only on stuff that important such as the satisfaction of your clients. Here is how we can help import your records for you.
Import from SherpaDesk to Help ScoutHow We Can Assist
After years of practicing and experience, we are aware of the value of data transition and why it should be carried out as efficiently as possible.
We are skilled with dozens of help desks plus helpdesk-like systems.
Every ticket, conversation, requester, and other data will be moved to Help Scout unchanged. This is a list of what we can do for you.
Smooth Migration
Moving your records should not take hours or days. We know that delays may cause downtimes which can impact your effectiveness. Allow us to manage the transition process and we will cut off the transition time. In the meantime, you can continue your staff workflow and customer assistance will not be affected or will be in full flow as quickly as possible.
Ensure Data Safety with Tests
We handle data with care by simply offering a trial stage. You are able to run tests before the import to detect and correct any quirks and problems with the process. Once you are happy with the result and no problems emerge, it’s high time for the full import.
Simple Data Import to Help Scout
Definitely, the main advantage of using our tool is the seamless import process. It doesn’t require any apps to install 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 know that you need everything moved effortlessly without the data breach. That is why we continuously check and update our migration tool. Let us do everything and be sure that your data is secured with our experts.
Why you Need to Use our Data Import Services
Security and Privacy Assured
We know that you need the contents of your data secure. Data security will always be respected, and we work hard in order to keep your records secure. Any details during the transition process will be kept private.
Devoted Support 24/7
Should you have any questions, our support reps are always ready to resolve them. We will assist you through the whole process and provide extra assistance and documentation for any other concerns until we’re sure the migration process is running as proficiently as it can.
Full Data Integrity
Our team have worked restlessly to refine our migration process in order that your records will be unaltered once moved directly into Help Scout. We will remain linked through the entire process so you can understand what data is being transferred 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 glance at The Automatic Help Scout Import Process
Migration preparing
Preparation is important for a successful transfer process. To make sure the complete migration will be correct, sign in to your Help Scout account and start creating the required custom fields and agent profiles. You will also have to switch off all the triggers and automation rules.
Linking your SherpaDesk
After you have completed the preparations, the next step is giving the access to your SherpaDesk. The info is required by our migration tool and experts to begin the importation process.
Linking Help Scout
After you have provided access to your SherpaDesk, it is time to link your Help Scout account to our tool. The migration tool will tell you what you should do and as soon as you provide access to our service, the tickets along with other files will be imported to their target system.
Modify your data migration
We can also migrate only the records that you want. Just tell what data you want to move. If extra custom encoding is essential for you, just inform us. Once that is finished, we will do the job of moving records from your SherpaDesk and matching them to the ticket fields you have made.
Perform a trial run
To stop your worries, you can ask for a data migration demo. Follow how your data is going to be migrated into Help Scout. Following the demo stage, you will be able to see a limited amount of your data going into Help Scout.
Help Scout Full Import
As soon as you are pleased with a test run, checked out the migration tool, and chatted with our specialists, we are now all set for the importation. Choose an quiet time for your support department and start the import process.
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.
Our Team is Here for You
Automatic data import If you would like to check our tool first, reach out to our team to get a free trial run. You will get a possibility to follow the whole process before setting up the entire thing.
Transfer to Help Scout along with our experts
Feeling worried about by-hand migrating data by yourself? Our experts are ready for your message.