Importing Data to Help Scout from Zoho Desk
Migrating tickets from Zoho Desk is often a challenge. Oftentimes, help desk companies will attempt to dissuade you from importing your data to a new help desk. Well, they are losing a paying client. Nevertheless, there exists a way to import your tickets as safely and effectively as possible.
Minimal Transfer Support
Help Scout does provide transfer instruments from Zoho Desk. The import application can be used for Zendesk, Desk, and UserVoice.
If you are not importing records from those help desks, you can compile the CSV file or make use of their API. And to make use of the last option you need to have an IT developer as part of 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 approach might work. Basically, you write your own script according to the documentation and use it for the data importation process.
This strategy, however, will require a developer to write a script. It’s possible the migration code might not work as expected.
Unprotected Data
CSV may be a fast method to put your data together in one document – but the catch is having to handle a multitude of variables that can change according to your picking and nature of records.
As a result, your organization won’t be able to review the result previously and prepare for data loss after the migration.
Allow us to Make Data Importation Effortless
Moving your records from Zoho Desk to Help Scout doesn't have to be hard. No need to waste your time learning the technical details and focus only on stuff that matter such as the contentment of your clients. Here is how we can help transfer your information for you.
Import from Zoho Desk to Help ScoutHow We Can Assist
Armed with years of practicing and knowledge, we are aware of the importance of data importation and why it must be carried out as efficiently as possible.
We are adept with dozens of help desks plus helpdesk-like systems.
Every ticket, conversation, requester, and other records will be moved to Help Scout intact. Here is a rundown of what our team of professionals can do for you.
Quick Migration
Transferring your records should not last days or weeks. We understand exactly how delays can cause downtimes which can impact your workflow. Entrust us with the transition process and we will shave off the migration time. In the meantime, you can go on with your staff workflow and customer support will not be changed or will be resumed as fast as possible.
Ensure Data Safety with Tests
We handle records with care by simply providing a demo phase. You can run tests before migration to detect and iron out any quirks or issues with the process. If you are satisfied and no difficulties come up, it’s high time for the full import.
Hassle-free Data Import to Help Scout
Perhaps, the main advantage of using our tool is the seamless migration process. You do not need any programs to install or script to write for the migration to take place. Just a few clicks on the screen and you can leave everything to us.
Qualitative Ticket Import
We understand that you need everything moved effortlessly without any data corruption. That is why we continuously test and update our migration methods. Let us do everything and know that your data is out of harm’s way with our specialists.
Why you Should Use our Data Import Services
Security and Privacy Assured
We understand that the contents of your files and tickets have to be safe. Data privacy will always be respected, and we strive to keep your records secure. Any information during the migration 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 any process and supply additional support and documentation for any other questions until we’re sure the migration process is working as effectively as it can.
Total Data Integrity
Our developers have worked restlessly to refine our migration method so that your data will be unaltered once moved in to Help Scout. We will stay linked throughout the whole process so you can know what data is being migrated and what records have been migrated 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 Automatic Help Scout Migration
Migration preparing
Preparation is the key for a successful transfer outcome. To make sure the whole process will be correct, 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 Zoho Desk
After you have completed the preparations, the next step is giving the credentials of your Zoho Desk. The data is necessary for our import tool and professionals to start the importation process.
Accessing Help Scout
As soon as you have attached your Zoho Desk, it is high time to let our tool access your Help Scout account data. The migration wizard will guide you on what to do and as soon as you provide access to our tool, the tickets along with other data will be imported to their destination platform.
Adjust your data migration
We can also migrate only the records that you pick. Just tell what records you have to import. If extra custom encoding is necessary for you, just inform us. After that is ready, we will do the work of importing records from your Zoho Desk and connecting them with the ticket fields you have created.
Do a trial run
To stop your worries, you can ask for a data migration demo. See how your data is going to be moved into Help Scout. After the demo phase, you will be able to observe a limited amount of your data moving into Help Scout.
Help Scout Importation
The moment you are pleased with a test run, examined the import tool, and spoke to our specialists, we are now ready for the importation. Find an quiet time for your support department and initiate 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 Here for You
Automated data import If you would like to check our service first, contact our experts for a free demo. You will get an opportunity to see the whole process before beginning the full thing.
Import to Help Scout along with our team
Feeling squeamish about by-hand migrating records on your own? Our professionals are on standby for your call.