Importing Data to Help Scout from SysAid
Migrating tickets from SysAid is quite often a challenge. Oftentimes, help desk vendors will try to lock you up in their solution. The thing is, they are losing a paying client. Nevertheless, there exists a way to import your data as safely and effectively as possible.
Minimal Transfer Support
Help Scout does deliver transfer instruments from SysAid. The import tool can be used for Zendesk, Desk, and UserVoice.
If you are not importing data from those platforms, you can load the CSV file or use their API. and in order to use the last one you must have an IT professional 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 option might work. Basically, you write your own code within the rules of the documentation and put it to use for the data importation process.
This technique, however, will require a coder to write a script. There’s a high possibility that the code might not work as expected.
Unprotected Data
CSV may be a fast method to put your data together in one file – but the catch is having to manage a multitude of variables that can change determined by your selection and nature of data.
As a result, your team won’t be able to check the result previously and get set for data corruption after the migration.
Allow us to Make Data Importation Effortless
Migrating your records from SysAid to Help Scout doesn't have to be tricky. No need to waste your time going deep into the technical details and concentrate only on things that matter such as the satisfaction rate of your buyers. Here is how we can help transfer your information for you.
Import from SysAid to Help ScoutHow We Can Assist
After years of practicing and knowledge, we understand the importance of data transition and why it must be completed as successfully as possible.
We are familiar with dozens of help desks plus helpdesk-like systems.
Every ticket, conversation, requester, and other records will be imported to Help Scout intact. Here is a rundown of what our team of professionals can do for you.
Smooth Migration
Migrating your records should not last hours or days. We understand that delays can cause downtimes which can influence your productivity. Entrust us with the migration process and we will shave off the transition time. In the meantime, you can go on with your staff workflow and customer support will not be changed or will be in full flow as quickly as possible.
Ensure Data Safety with Tests
We handle records with care by providing a trial phase. You can run tests before the import to identify and iron out any kind of possible errors or problems with the process. If you are happy with the result and no errors come up, it’s high time for the full import.
Effortless Data Import to Help Scout
Surely, the main advantage of using our tool is the seamless import process. You do not need any apps to set up or script 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 are aware that you need everything moved smoothly without any data corruption. That is why we constantly test and update our migration tool. Leave everything to us and know that your data is secured with our specialists.
Why it’s Worth Using our Data Import Services
Security and Privacy Assured
We understand that the contents of your records have to be safe. Data privacy will always be appreciated, and we go the extra length in order to protect your data. Any information during the transition process will be kept confidential.
Quality Support 24/7
Should you have any questions, our professionals are always ready to resolve them. We will walk you through any process and supply additional support and documentation for any other questions until we’re sure the importation process is going as proficiently as it can.
Full Data Integrity
Our professionals have worked restlessly to refine our migration process so that your data will be intact once migrated into Help Scout. We will stay connected throughout the whole procedure so you can know what data is being moved and what records have 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 Migration
Migration preparing
Preparation is crucial for a successful transfer outcome. To ensure the whole process will pass correctly, log in to your Help Scout account and create the necessary custom fields and agent profiles. You will also need to disable all the triggers and automations.
Adding your SysAid
After you have completed the preparations, the next step is supplying the credentials of your SysAid. The data is necessary for our import tool and specialists to start the migration .
Connecting Help Scout
After you have attached your SysAid, it is high time to link your Help Scout account to our tool. The migration wizard will guide you on what to do and after you provide access to our service, the tickets and other data will be moved to their destination platform.
Correct your data migration
We can also migrate only the records that you pick. Just check what records you want to import. If added custom encoding is required for you, just let us know. the moment that is finished, we will do the work of migrating records from your SysAid and connecting them to the ticket fields you have made.
Take a trial run
To stop your worries, you can ask for a data migration trial. See how your data is going to be migrated into Help Scout. After the testing process, you will be able to observe a small part of your data migrating to Help Scout.
Help Scout Complete Migration
As soon as you are pleased with a test run, checked out the import tool, and chatted with our professionals, we are now ready for the importation. Decide on an off-peak time for your support team and finalize 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.
We are Always Here for You
Hands-Off data import If you would like to check our tool first, contact our specialists for a free demo. You will get a chance to see the entire procedure before setting up the full thing.
Migration to Help Scout along with our team
Feeling concerned about by-hand migrating data on your own? Our experts are on standby for your call.