Importing Data to Help Scout from Vivantio
Exporting your data from Vivantio can be a challenge. Oftentimes, help desk software vendors will attempt to dissuade you from importing your data to a new help desk. After all, they are going to lose a paying customer. However, there is a way to import your tickets as securely and effortlessly as possible.
Limited Import Support
Help Scout does offer import services from Vivantio. The import tool can be used for Zendesk, Desk, and UserVoice.
If you are not importing tickets from those platforms, you can download the CSV file or use their API. in order to make use of the last option you need to have an IT expert in your team.
Lack of Dedicated IT Professional
If you cannot use 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 following the documentation and use it for the data importation process.
This strategy, however, will require an IT specialist to write a script. There’s a chance the code might not work as intended.
Unguarded Data
CSV may be a quick way to compile your data in a single file – but the catch is having to handle a number of variables that can change based on your selection and nature of records.
As a result, your organization won’t have the ability to check the data in advance and get set for data loss after the transfer.
Let us Make Data Migration Easier
Moving your data from Vivantio to Help Scout should not be exhausting. No need to spend your days with the technical details and concentrate only on stuff that matter such as the contentment of your users. Here is how we can help import your data for you.
Import from Vivantio to Help ScoutHow Our Team Can Help You
Honed with years of training and expert skill, we understand the importance of data importation and why it should be done as efficiently as possible.
We are adept with dozens of help desks and helpdesk-like software.
Every ticket, conversation, contact, and other data will be imported to Help Scout intact. This is a list of what our team of specialists can do for you.
Swift Importation
Transferring your data should not take hours or days. We understand exactly how delays may cause downtimes which can affect your productivity. Entrust us with the transition process and we will shave off the transfer time. Meanwhile, you can continue your staff workflow and customer interactions will not be impacted or will be resumed as fast as possible.
Data Security with Testing
We handle data with care by providing a demo stage. You can run tests before the import to identify and iron out any twists and problems with the process. As soon as you are satisfied and no errors occur, it’s high time for the full import.
Hassle-free Help Scout Import
Perhaps, the best benefit of using our tool is the no-frills import process. You do not need any programs to set up or script to write for the process to take place. Just a few clicks on the screen and you can leave everything to us.
High-Quality Ticket Migration
We understand that you want everything transferred smoothly without any data breach. That is why we constantly test and update our migration tool. Leave everything to us and know that your data is safe and sound with our experts.
Why you Should Use our Data Transfer Service
Data Security and Privacy Guaranteed
We understand that you need the contents of your data secure. Data security will always be observed, and we go the extra length in order to keep your records secure. Any information during the import process will be kept private.
Dedicated Support 24/7
Should you have any questions, our team is always on standby to answer them. We will walk you through any process and provide extra support and documentation for any other questions until we’re sure the migration process is working as efficiently as possible.
100% Data Integrity
Our developers have worked tirelessly to perfect our migration tool so that your records will be intact once imported into Help Scout. We will stay connected throughout the whole process so you can understand what data is being moved 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
A Look at The Automated Help Scout Import Process
Import preparation
Preparation is the key for a successful import process. To ensure the whole migration will pass correctly, log in to your Help Scout account and start creating the necessary custom fields and agent profiles. You will also have to disable all the triggers and automation rules.
Connecting your Vivantio
After you have done the preparation work, the next part is supplying the credentials of your Vivantio. The info is required by our import tool and specialists to start the importation process.
Accessing Help Scout
Once you have connected your Vivantio, it is time to link your Help Scout account to our tool. The migration wizard will tell you what you should do and when you provide access to our service, the tickets and other data will be imported to their target system.
Adjust your data migration
We can also import only the data that you choose. Just check what records you have to move. If additional custom encoding is essential for you, just let us know. After that is done, we will do the job of migrating data from your Vivantio and linking them with the ticket fields you have created.
Do a trial run
To ease your mind, you can request a data migration trial. See how your data is going to be moved into Help Scout. Following the trial process, you will be able to observe a small part of your data moving into Help Scout.
Help Scout Importation
Once you are satisfied with a trial run, checked out the import tool, and spoke to our professionals, we are now ready for the importation. Choose an quiet time for your support department and initiate the migration.
Hear from our satisfied customers
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 Here for You
Automated data importation If you would like to test our tool first, contact our team to get a free demo. You will get a chance to see the whole process before starting the entire thing.
Import to Help Scout with our professionals
Feeling squeamish about manual importing data on your own? Our professionals are ready for your call.