Importing Data to Help Scout from Zoho Mail
Exporting your data from Zoho Mail can be a problem. Oftentimes, help desk companies will try to dissuade you from importing tickets to a new help desk. Well, they will lose a paying customer. Nevertheless, there exists a way to transfer your data as safely and effortlessly as possible.
Minimal Transfer Support
Help Scout does provide transfer services from Zoho Mail. The import application can be utilized for Zendesk, Desk, and UserVoice.
If you are not importing information from those platforms, you can download the CSV file or make use of their API. And to utilize the last option you need to have an IT specialist as part of your crew.
Absence of devoted IT Professional
if you fail to make use of the import tool or it is not working properly for you, the API approach might do the job. What you do is you write your own code following the documentation and make use of it for the data importation process.
This technique, however, will demand a developer to write a script. Chances are, the script might not work as wanted.
Unprotected Data
CSV may be a fast method to put your data together in a single file – but the challenge is having to cope with a number of variables that can change based on your picking and nature of data.
Therefore, your organization won’t manage to test out result previously and prepare for data corruption after the migration.
Allow us to Make Data Importation Effortless
Migrating your records from Zoho Mail to Help Scout should not be exhausting. Do not spend your days with the technical aspect and focus only on things that important such as the contentment of your customers. Here is how we can help import your records for you.
Import from Zoho Mail to Help ScoutHow We Can Assist
Armed with years of practicing and knowledge, we are aware of the value of data migration and why it should be done as proficiently as possible.
We are familiar with dozens of help desks plus helpdesk-like software.
Every ticket, conversation, requester, and other records will be moved to Help Scout unchanged. This is a list of what our team of professionals may do for you.
Quick Migration
Migrating your records should not last hours or days. We know how delays may cause downtimes which can affect your workflow. Entrust us with the migration process and we will cut off the migration time. Meanwhile, you can continue your staff workflow and customer assistance will not be changed or will be in full flow as quickly as possible.
Ensure Data Safety with Testing
We handle records with care by simply offering a testing stage. You can set up a demo before migration to detect and correct any kinks and problems with the process. If you are happy with the result and no troubles emerge, it’s high time for the full import.
Effortless Data Import to Help Scout
Surely, the main advantage of using our tool is the no-frills import process. It doesn’t require any software to set up or script to write for the migration to take place. Just a few taps on the screen and you can leave everything to us.
Qualitative Ticket Import
We are aware that you need everything transferred effortlessly without the data breach. That is why we constantly test and upgrade our migration methods. Let us do everything and be sure that your data is out of harm’s way with our professionals.
Why it’s Worth Using our Data Import Service
Security and Privacy Assured
We know that you need the contents of your data secure. Data security will always be observed, and we strive to protect your data. Any details during the migration process will be kept secret.
Quality Support 24/7
Should you have any questions, our professionals are always ready to answer them. We will assist you through the whole process and provide extra support and details for any other questions until we’re sure the importation process is working as effectively as possible.
Total Data Integrity
Our professionals have worked restlessly to perfect our migration tool in order that your records will be intact once imported in to Help Scout. We will stay linked through the entire process so you can be aware of what data is being transferred 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 make sure the complete migration will pass correctly, log in to your Help Scout account and set up the necessary custom fields and agent profiles. You will also need to switch off all the triggers and automation rules.
Adding your Zoho Mail
After you have completed the preparations, the next part is giving the access to your Zoho Mail. The info is required by our import tool and professionals to start the migration process.
Connecting Help Scout
As soon as you have provided access to your Zoho Mail, it is high time to link your Help Scout account to our tool. The migration tool will tell you what you should do and when you give access to our tool, the tickets along with other files will be imported to their new system.
Correct your data migration
We can also migrate only the records that you pick. Just tell what data you need to move. If additional customization is necessary for you, just inform us. After that is ready, we will do the task of moving records from your Zoho Mail and connecting them to the ticket fields you have set up.
Take a trial run
To stop your worries, you can request a data migration demo. Follow how your data is going to be migrated into Help Scout. Following the trial phase, you will be able to observe a limited amount of your data moving into Help Scout.
Help Scout Complete Migration
The moment you are pleased with a trial run, checked out the migration tool, and conversed with our professionals, we are now ready for the migration. Find an off-peak time for your support department and initiate 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 Always Here for You
Hands-Off data import If you would like to test our tool first, reach out to our professionals to get a free demo. You will get an opportunity to see the complete process before beginning the real thing.
Migration to Help Scout along with our team
Feeling concerned about by-hand importing data by yourself? Our specialists are ready for your call.