Importing Data to Help Scout from Zendesk
Migrating tickets from Zendesk can be a problem. Oftentimes, vendors will attempt to dissuade you from importing your data to a new help desk. After all, they are going to lose a paying client. However, there is a way to transfer your tickets as properly and successfully as possible.
Minimal Import Support
Help Scout does provide transfer instruments from Zendesk. The import application can be utilized for Zendesk, Desk, and UserVoice.
If you are not importing records from those help desks, you can download the CSV file or employ their API. so you can make use of the latter you must have an IT expert within your team.
Absence of Dedicated IT Expert
if you fail to make use of the import tool or it is not working effectively for you, the API approach might do the job. Basically, you write your own script following the documentation and make use of it for the data migration process.
This technique, however, will require an IT specialist to write a script. There’s a chance the migration code might not work as planned.
Unprotected Data
CSV may be a fast method to put your data together in one file – but the catch is having to handle a multitude of variables that can change based on your choice and character of records.
As a result, your team won’t be able to review the data in advance and get ready for data loss after the transition.
Allow us to Make Data Migration Easier
Moving your data from Zendesk to Help Scout doesn't have to be exhausting. Do not waste your time with the technical aspect and focus only on stuff that matter such as the satisfaction rate of your users. Here is how we can help transfer your info for you.
Import from Zendesk to Help ScoutHow We Can Assist
Armed with years of practicing and expert skill, we are aware of the importance of data importation and why it must be done as proficiently as possible.
We are adept with dozens of help desks and helpdesk-like systems.
Every ticket, conversation, requester, and other data will be moved to Help Scout unchanged. Here is a rundown of what our team of professionals may do for you.
Quick Migration
Transferring your data should not take hours or days. We understand exactly how delays can cause downtimes which can affect your effectiveness. Allow us to manage the transition process and we will shave off the transfer time. Meanwhile, you can go on with your staff workflow and customer service will not be impacted or will be in full flow as fast as possible.
Data Safety with Tests
We handle data with care by simply providing a demo phase. You can set up a demo before migration to identify and iron out any kind of twists or issues with the process. As soon as you are happy with the result and no problems occur, it is a go with the importation.
Hassle-free Help Scout Import
Perhaps, the main advantage of using our tool is the seamless import process. It doesn’t require any programs to install or script to write for the import to happen. Just a few clicks on the screen and you can leave everything to us.
Qualitative Ticket Migration
We understand that you want everything moved effortlessly without any data corruption. That is why we continuously test and upgrade our migration methods. Leave everything to us and know that your data is safe and sound with our specialists.
Why you Should Use our Data Import Services
Security and Privacy Assured
We know that the contents of your files and tickets need to be secure. Data privacy will always be observed, and we work hard to keep your records secure. Any information during the import process will be kept confidential.
Dedicated Support 24/7
Should you have any questions, our team is always ready to resolve them. We will assist you through the whole process and supply additional support and details for any other concerns until we’re sure the migration process is running as efficiently as possible.
Total Data Integrity
Our developers have worked restlessly to refine our migration tool so that your data will be unaltered once imported directly into Help Scout. We will remain connected throughout the whole procedure so you can know what data is being migrated and what data has been moved 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
A Look at The Automated Help Scout Import Process
Migration preparation
Preparation is the key for a successful transfer process. To make sure the whole process will be correct, log in to your Help Scout account and set up the required custom fields and agent profiles. You will also have to disable all the triggers and automations.
Connecting your Zendesk
After you have completed the preparations, the next step is giving the access to your Zendesk. The data is necessary for our import tool and experts to begin the importation process.
Accessing Help Scout
As soon as you have linked your Zendesk, it is time to link your Help Scout account to our tool. The migration tool will guide you on what to do and when you give access to our tool, the tickets and other data will be moved to their destination platform.
Adjust your data migration
We can also migrate only the data that you choose. Just tell what data you have to import. If additional customization is needed for you, just let us know. Once that is done, we will do the work of importing data from your Zendesk and linking them to the ticket fields you have set up.
Do a trial run
To relieve your mind, you can ask for a data migration demo. See how your data is going to be moved into Help Scout. After the trial stage, you will be able to see a small part of your data going into Help Scout.
Help Scout Importation
The moment you are pleased with a test run, checked out the migration tool, and spoke to our specialists, we are now ready for the migration. Pick an quiet time for your support department and finalize the migration.
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 Here for You
Automated data import If you would like to check our tool first, contact our experts for a free demo. You will get a possibility to follow the whole process before starting the full thing.
Import to Help Scout along with our professionals
Feeling squeamish about manual migrating data on your own? Our professionals are on standby for your call.