Importing Data to Help Scout from Tidio
Migrating tickets from Tidio can be a problem. Oftentimes, vendors will try to lock you up in their solution. The thing is, they are losing a paying client. However, there exists a way to import your records as properly and successfully as possible.
Limited Import Support
Help Scout does present transfer methods from Tidio. The import application can be used for Zendesk, Desk, and UserVoice.
If you are not importing data from those platforms, you can download the CSV file or make use of their API. so you can utilize the last one you need to have an IT professional in your team.
Lack of Dedicated IT Specialist
If you cannot make use of the import tool or it is not working adequately for you, the API approach might work. Basically, you write your own code following the documentation and utilize it for the data transition process.
This strategy, however, will need a coder to write a script. There’s a high possibility that the migration code might not work as intended.
Unguarded Data
CSV may be a quick way to put your data together in a sole file – but the trap is having to cope with a multitude of variables that can change based on your picking and type of data.
Consequently, your business won’t be able to review the data in advance and get ready for data altering after the transition.
Let us Make Data Migration Effortless
Migrating your data from Tidio to Help Scout musn’t be tricky. No need to waste your time with the technical aspect and focus only on things that is vital such as the satisfaction of your buyers. Here is how we can help transfer your data for you.
Import from Tidio to Help ScoutHow Our Team Can Help You
Having years of practicing and knowledge, we are aware of the significance of data migration and why it must be done as effectively as possible.
We are familiar with dozens of help desks and helpdesk-like platforms.
Every ticket, conversation, requester, and other records will be moved to Help Scout intact. Here is a rundown of what we may do for you.
Fast Migration
Migrating your data should not last hours or days. We realize how delays can cause downtimes which can affect your workflow. Let us lead the migration process and we will slice off the transition time. In the meantime, you can go on with your staff workflow and customer interactions will not be impacted or will be resumed as soon as possible.
Data Security with Trials
We handle records with care by simply enabling a testing phase. You are able to set up a trial before migration to find and fix any possible errors or difficulties with the process. As soon as you are satisfied and no issues come up, it is a go with the importation.
Effortless Help Scout Import
Surely, the main advantage of using our tool is the simplest import process. You do not need any software to set up or code to write for the migration to start. Just a few taps on the screen and you can pass everything to us.
High-Quality Ticket Migration
We are aware that you want everything migrated effortlessly with no data corruption. That is why we constantly check and upgrade our migration methods. Rely your import on us and be certain that your data is secured with our specialists.
Why it’s Worth Using our Data Import Tool
Data Security and Privacy Assured
We understand that the contents of your records need to be safe. Data privacy will always be observed, and we strive to protect your data. Any info during the transition process will be kept confidential.
Quality Support 24/7
Should you have any questions, our professionals are always ready to take care of them. We will assist you through any process and supply additional assistance and details for any other queries until we’re sure the importation process is going as proficiently as it can.
Complete Data Integrity
Our professionals have worked restlessly to optimize our migration process to ensure that your data will be intact once imported in to Help Scout. We will keep attached through the complete process so you can know what data is being migrated and what data has 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 Automated Help Scout Migration
Import preparation
Preparation is crucial for a successful transfer outcome. To make sure the full process will pass correctly, sign in to your Help Scout account and make the needed custom fields and agent profiles. You will also need to turn off all the triggers and automation rules.
Adding your Tidio
After you have done the preparations, the following step is giving the credentials of your Tidio. The data is necessary for our migration tool and professionals to get started the migration .
Connecting Help Scout
When you have linked your Tidio, it is high time to link your Help Scout account to our tool. The migration wizard will guide you on what to do and when you give access to our tool, the tickets as well as other records will be imported to their destination customer service platform.
Correct your data migration
We can also import only the data that you pick. Just tell what records you need to import. If additional customization is needed for you, just contact us. the moment that is finished, we will do the work of importing data from your Tidio and linking them with the ticket fields you have prepared.
Take a trial run
To ease your mind, you can demand a data migration demo. Overview the way your data is going to be migrated into Help Scout. After the trial phase, you will be able to view a certain number of your data migrating to Help Scout.
Help Scout Complete Migration
If you are pleased with a demo run, checked out the import tool, and conversed with our professionals, we are now all set for the migration. Pick an off-peak time for your support team and start the import process.
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 get acquainted our tool first, get in touch with our specialists for a free trial run. You will get an opportunity to overview the complete procedure before setting up the full thing.
Migration to Help Scout along with our team
Feeling concerned about manual moving data alone? Our specialists are on standby for your message.