Import to Freshdesk® from Atera
Say you tried to transfer your tickets and related data from Atera to Freshdesk®, quite likely you we’ve gone through some difficulties. And you are not alone because many help desk vendors want to trap down you into their ecosystem. But don’t worry, because there is a solution which requires minimal time and effort.
Slim Import Possibilities
Freshdesk® does indeed provide you with a way to import your records straight from Zendesk and Gmail. In cases where you’re migrating from some other help desk, then you have to either utilize their API or get your CSV document ready. Suffice to say, native import tools don’t perform as you imagine.
Absence of a skilled Team
One more way to import records to Freshdesk® is with their API. However, you should have a dedicated IT specialist who could perform such a task.
In case you don’t have one already, you will have to find them. However, there’s hardly any guarantee that the script they will create will be able to get the work done.
Doing It By hand Is Often Risky
Lastly, there’s the case of importing tickets manually which can result in both good results and failure. Indeed, the process can be either a nightmare which can cause data corruption or you find a way to handle things on your own, which is very unlikely.
Data Migration Needs To Be Straightforward
Importing data to Freshdesk® shouldn’t be such a difficulty. In fact, it should be as easy as one-two-three. Why waste your time on transferring tickets from one place to another when you can work on winning your customers? Here’s a way you can accomplish this with us!
Move from Atera to Freshdesk®Ways Our Service Can Help
With many years of experience under our belt, we know data migration like no one else.
Be it a help desk or some other type of ticketing system, we will move all your tickets, contacts, and more in just a couple of steps.
Here’s what you will be getting with the help of our team of Freshdesk® import experts!
Minimise or Eradicate Downtime
Why spare hours or even days managing the migration process if you can leave it to us? Minimize the time frame it takes switch to Freshdesk®; minimize discomfort for your staff and consumers.
Testing Done Right
Each migration process should have a testing phase. Our team made sure that you can make multiple checks prior to starting your migration so it is possible to isolate any weak spots.
Take the Pain out of your Freshdesk® import
The best benefit of our migration tool is that you don’t need to install a thing to begin with moving all of your data to Freshdesk®. That’s right, no scripts, no files are needed.
Migrate data to Freshdesk® correctly
We want you to have a piece of mind knowing that everything you're importing arrives at the destination unchanged. Therefore, we rigorously test drive our migration method before every release. We want you to have the very best experience possible and continue to work on our solution.
Why You Should Use Our Service
Secure experience
We realize the value of your personal and ticket information. Hence, we do everything that depends on us to secure it. Any of the details you give us in the course of the import process is confidential.
Get an import expert
Our agents will be happy to answer any questions you may have. And in addition guide you throughout the import and make sure that everything operates the proper way.
Preserved data accuracy
Our developers ensured that your data remains unaltered all the way through the migration process. All the connections keep unchanged so you get records that are easy to search and work with.
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
The way automated Freshdesk® export works
Preparing for the Import
No import is possible without prep work.Hence, we suggest you head over and set up custom fields and agent profiles in Freshdesk®. On top of that, make sure to deactivate triggers and automation rules.
Connect Atera
When you’ve set up all the profiles, you will need to grant the necessary credentials to your Atera. Without them, we won't be able to retrieve records, which implies that the migration process won't begin.
Connect Freshdesk®
The instant the Atera is linked, you will have to provide the credentials for your Freshdesk®. That is how out import wizard can understand where to relocate the tickets and the rest of the support data.
Tell what to migrate
Let us know what sorts of information you want to move. To ensure all your data is transferred correctly, you will also need to match ticket fields. Let us know the way you want fields to be matched and we will do all the job for you.
Test drive the import wizard beforehand
Before we proceed to importing all support data to Freshdesk®, you get a free test. During the presentation, you will be able to check out a small amount of your data in Freshdesk®.
Import all support history to Freshdesk®
After you evaluated the import tool and ready to move all your data, determine a quiet time when you get the least new tickets. And start the import!
Hear from our happy buyers
Great - the migration from Help Scout to Freshdesk worked very smoothly!
The tool is really excellent and can easily transfer data from one help desk to another without any loss ... I highly recommend!
Great and easy to use service. Made switching from one ticketing system to another very smooth and kept all existing tickets and data. Thanks.
Automated data migration
If you want to observe how our tool works, you can request a free demonstration where you will get a chance to test things out in advance.
Import to Freshdesk® together with our expert
If moving things on your own just isn’t your cup of tea, you can always ask our specialists to help you out.