Importing Data to Help Scout from SupportBee
Migrating your data from SupportBee is often a problem. Oftentimes, vendors will attempt to dissuade you from importing tickets to a new help desk. The thing is, they will lose a paying client. However, there exists a way to transfer your tickets as securely and successfully as possible.
Limited Transfer Support
Help Scout does offer migration services from SupportBee. The import tool can be used for Zendesk, Desk, and UserVoice.
If you are not importing information from those platforms, you can compile the CSV file or use their API. so you can make use of the latter you must have an IT specialist in the team.
Lack of devoted IT Professional
If you cannot employ the import tool or it is not working properly 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 transition process.
This way, however, will need a coder to write a script. Chances are, the migration code might not work as intended.
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 multitude of variables that can change according to your selection and type of records.
Consequently, your team won’t have the ability to review the data previously and get set for data loss after the transfer.
Let us Make Data Importation Easier
Migrating your records from SupportBee to Help Scout should not be difficult. No need to spend your time learning the technical aspect and focus only on stuff that is vital such as the satisfaction rate of your customers. Here is how we can help transfer your data for you.
Import from SupportBee to Help ScoutHow Our Team Can Help You
Honed with years of development and experience, we understand the importance of data migration and why it must be carried out as proficiently as possible.
We are familiar with dozens of help desks plus helpdesk-like software.
Every ticket, conversation, user, and other data will be imported to Help Scout intact. This is a rundown of what we may do for you.
Swift Transition
Migrating your records should not take hours or days. We understand how delays can cause downtimes which can impact your productivity. Let us lead the transition process and we will slice off the transition time. Meanwhile, you can go on with your staff workflow and customer interactions will not be changed or will be in full flow as fast as possible.
Ensure Data Safety with Testing
We handle data with care by providing a testing phase. You are able to set up a trial before migration to detect and fix any kind of kinks or problems with the process. If you are happy with the result and no errors come up, it’s time to start with the importation.
Effortless Data Import to Help Scout
Surely, the main perk of using our tool is the no-frills import process. You do not need any software to set up or code 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 are aware that you need everything transferred smoothly without any data breach. That is why we constantly check and upgrade our migration methods. Let us do everything and be certain that your data is secured with our experts.
Why it’s Worth Using our Data Migration Service
Data Security and Privacy Ensured
We understand that you need the contents of your data secure. Data privacy will always be respected, and we go the extra length to keep your records secure. Any info during the transition process will be kept private.
Quality Support 24/7
Should you have any questions, our professionals are always open to answer them. We will walk you through any process and provide additional assistance and details for any other queries until we’re sure the migration process is running as proficiently as possible.
100% Data Integrity
Our professionals have worked 24/7 to perfect our migration process so that your records will be intact once moved into Help Scout. We will keep linked through the complete procedure so you can understand what data is being migrated and what data has been migrated 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
An overview of The Automatic Help Scout Import Process
Import preparing
Preparation is crucial for a successful migration process. To ensure the whole migration will pass correctly, sign in to your Help Scout account and set up the needed custom fields and agent profiles. You will also have to turn off all the triggers and automations.
Adding your SupportBee
After you have done the pre-steps, the next part is supplying the credentials of your SupportBee. The info is necessary for our migration tool and specialists to get started the importation process.
Connecting Help Scout
Once you have provided access to your SupportBee, it is time to link your Help Scout account to our tool. The migration wizard will tell you what to do and as soon as you give access to our tool, the tickets along with other records will be moved to their target customer service platform.
Correct your data migration
We can also import only the records that you want. Just check what records you need to import. If extra customization is needed for you, just inform us. Once that is finished, we will do the job of importing data from your SupportBee and connecting them to the ticket fields you have set up.
Take a trial run
To stop your worries, you can request a data migration trial. See how your data is going to be migrated into Help Scout. After the demo process, you will be able to view a limited amount of your data going into Help Scout.
Help Scout Complete Migration
Once you are content with a trial run, checked out the import tool, and conversed with our professionals, we are now all set for the migration. Pick 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.
We are Always Here for You
Hands-Off data migration If you would like to test our tool first, contact our professionals for a free trial run. You will get a chance to overview the whole process before setting up the entire thing.
Migration to Help Scout together with our experts
Feeling concerned about by-hand importing data on your own? Our specialists are on standby for your message.