Importing Data to Help Scout from SmarterTrack
Switching from SmarterTrack is often a challenge. Oftentimes, help desk software vendors will attempt to lock you up in their solution. The thing is, they will lose a paying customer. Nevertheless, there is a way to import your records as securely and effectively as possible.
Minimal Transfer Support
Help Scout does deliver transfer instruments from SmarterTrack. The import application can be used for Zendesk, Desk, and UserVoice.
If you are not importing information from those help desks, you can compile the CSV file or employ their API. in order to make use of the last mentioned you need to have an IT expert 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 work. What you do is you write your own script according to the documentation and use it for the data transition process.
This approach, however, will require a coder to write a script. There’s a chance the migration code 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 type of records.
As a result, your business won’t be able to review the result in advance and get set for data altering after the transfer.
Allow us to Make Data Importation Effortless
Transferring your records from SmarterTrack to Help Scout doesn't have to be exhausting. No need to spend your days learning the technical details and concentrate only on stuff that matter such as the satisfaction of your users. Here is how we can help import your records for you.
Import from SmarterTrack to Help ScoutHow We Can Assist
After years of practicing and knowledge, 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 records will be moved to Help Scout intact. This is a list of what we can do for you.
Smooth Migration
Moving your records should not last hours or days. We know that delays may cause downtimes which can impact your effectiveness. Let us lead the transition process and we will shave off the transition time. Meanwhile, you can continue your staff workflow and customer assistance will not be impacted or will be in full flow as soon as possible.
Ensure Data Safety with Tests
We handle records with care by simply offering a trial stage. You are able to run tests before the import to find and iron out any twists and problems with the process. As soon as you are happy with the result and no errors occur, 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. You do not need any apps to install or code to write for the import to start. Just a few clicks on the screen and you can pass 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. Rely your import on us and know that your data is secured with our specialists.
Why you Need to Use our Data Import Services
Security and Privacy Assured
We understand 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 information during the transition process will be kept confidential.
Devoted Support 24/7
Should you have any questions, our support reps are always ready to resolve them. We will assist you through any process and provide extra assistance and documentation for any other queries until we’re sure the migration process is operating as proficiently as possible.
Full Data Integrity
Our team have worked restlessly to refine our migration tool in order that your records will be unaltered once moved directly into Help Scout. We will keep attached throughout the whole process so you can know 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 Migration
Migration preparing
Preparation is important for a successful transfer outcome. To make sure the complete migration will be correct, sign in to your Help Scout account and start creating the needed custom fields and agent profiles. You will also have to disable all the triggers and automation rules.
Linking your SmarterTrack
After you have completed the preparations, the next step is giving the credentials of your SmarterTrack. The info is required by our migration tool and experts to get started the importation .
Linking Help Scout
After you have provided access to your SmarterTrack, it is high time to link your Help Scout account to our tool. The migration wizard will tell you what you should do and as soon as you provide access to our service, the tickets as well as other data will be imported to their destination system.
Modify your data migration
We can also migrate only the records that you pick. Just tell what records you want to move. If extra custom encoding is essential for you, just contact us. As soon as that is finished, we will do the work of importing records from your SmarterTrack and linking them to the ticket fields you have created.
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 view a certain number of your data entering Help Scout.
Help Scout Full Import
As soon as you are pleased with a test run, checked out the import tool, and chatted with our specialists, we are now all set for the importation. Choose an quiet time for your support team and start the migration.
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 professionals to get a free trial run. You will get a possibility to overview the whole procedure before setting up the full thing.
Transfer to Help Scout along with our team
Feeling worried about by-hand migrating data by yourself? Our experts are ready for your message.