Importing Data to Help Scout from Syncro
Migrating tickets from Syncro is often a problem. Oftentimes, help desk companies will attempt to dissuade you from importing tickets to a new help desk. The thing is, they will lose a paying customer. Nevertheless, there is a way to migrate your records as properly and effectively as possible.
Limited Transfer Support
Help Scout does offer transfer services from Syncro. The import tool can be utilized for Zendesk, Desk, and UserVoice.
If you are not importing information from those systems, you can compile the CSV file or employ their API. And to make use of the last option you must have an IT expert inside your crew.
Lack of devoted IT Professional
If you cannot make use of the import tool or it is not working properly for you, the API option might do the job. What you do is you write your own migration code according to the documentation and utilize it for the data migration process.
This approach, however, will demand a coder to write a script. There’s a chance the migration code might not work as wanted.
Unguarded Data
CSV may be a quick way to put your data together in a single document – but the catch is having to manage a multitude of variables that can change according to your choice and character of records.
Therefore, your company won’t have the ability to review the result in advance and get ready for data altering after the transition.
Let us Make Data Importation Effortless
Migrating your records from Syncro to Help Scout should not be hard. Do not spend your time learning the technical aspect and focus only on stuff that important such as the loyalty of your users. Here is how we can help import your records for you.
Import from Syncro to Help ScoutHow Our Team Can Help You
Honed with years of practicing and expertise, we understand the importance of data transition and why it must be carried out as effectively as possible.
We are familiar with dozens of help desks plus helpdesk-like software.
Every ticket, conversation, requester, and other records will be imported to Help Scout unchanged. This is a rundown of what our team of specialists may do for you.
Swift Migration
Migrating your records should not last days or weeks. We understand that delays can cause downtimes which can impact your effectiveness. Allow us to manage the transition process and we will cut off the transition time. Meanwhile, you can continue your staff workflow and customer assistance will not be impacted or will be resumed as soon as possible.
Ensure Data Safety with Testing
We handle records with care by providing a trial phase. You can set up a trial before migration to find and correct any kind of twists and problems with the process. As soon as you are satisfied and no errors emerge, it’s high time for the full import.
Effortless Data Import to Help Scout
Surely, the main advantage of using our tool is the no-frills migration process. It doesn’t require any apps to download or script to write for the import to happen. 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 consistently test and upgrade our migration methods. Rely your import on us and be sure that your data is secured with our experts.
Why it’s Worth Using our Data Import Service
Data Security and Privacy Assured
We know that you need the contents of your data safe. Data privacy will always be respected, and we work hard to keep your records secure. Any details during the transition process will be kept private.
Quality Support 24/7
Should you have any questions, our professionals are always ready to answer them. We will walk you through the whole process and provide additional support and details for any other concerns until we’re sure the migration process is working as proficiently as possible.
100% Data Integrity
Our professionals have worked restlessly to perfect our migration method so that your records will be well-preserved once moved directly into Help Scout. We will remain attached through the entire procedure so you can understand what data is being migrated and what records have 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
An overview of The Automatic Help Scout Migration
Import preparing
Preparation is crucial for a successful transfer outcome. To ensure the whole migration will end as planned, log in to your Help Scout account and make the required custom fields and agent profiles. You will also have to switch off all the triggers and automations.
Adding your Syncro
After you have done the preparations, the next part is supplying the access to your Syncro. The info is necessary for our import tool and experts to begin the importation process.
Connecting Help Scout
Once you have provided access to your Syncro, it is high time to let our tool access your Help Scout account data. The migration tool will tell you what to do and as soon as you give access to our tool, the tickets as well as other files will be moved to their target help desk.
Correct your data migration
We can also import only the records that you need. Just check what data you want to import. If extra customization is necessary for you, just contact us. After that is finished, we will do the job of importing records from your Syncro and linking them with the ticket fields you have made.
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 stage, you will be able to see a certain number of your data moving into Help Scout.
Help Scout Complete Migration
Once you are pleased with a trial run, examined the migration tool, and chatted with our team, we are now ready for the migration. Find an quiet time for your support department and begin the migration.
Hear from our satisfied 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.
We are Always Here for You
Hands-Off data import If you would like to test our service first, contact our professionals for a free demo. You will get a possibility to follow the whole process before setting up the entire thing.
Migration to Help Scout along with our specialists
Feeling concerned about by-hand importing records on your own? Our experts are on standby for your call.