Import to Freshdesk from Autotask PSA
If you tried to migrate your support history from Autotask PSA to Freshdesk, chances are you we’ve gone through some obstacles. And you are not alone because many help desk providers try to lock down you into their ecosystem. But don’t worry, because there is a solution which requires little or no time and energy.
Limited Import Opportunities
Freshdesk does give you a way to import your data straight from Zendesk and Gmail. If you’re migrating from some other ticketing tool, then you need to either use their API or get your CSV document ready. Suffice to say, native import apps don’t do the job as expected.
Lack of a proficient Team
An additional way to import info to Freshdesk is by using their API. Though, you will need a dedicated IT expert who could fulfill this particular a task.
And if you don’t have one already, you will have to find them. However, there’s hardly any guarantee that the code they will come up with will get the work done.
Doing It Manually Is Generally High stakes
Finally, there’s the case of importing tickets by hand which can turn into both good results and failure. Indeed, the experience can be either a challenge which may contribute to data corruption or you manage to do things on your own, which is very unlikely.
Data Migration Must Be Hassle-free
Importing records to Freshdesk shouldn’t be such an obstacle. In fact, it must be as effortless as one-two-three. Why spend time on moving tickets from one place to another when you can keep delivering outstanding service? Here’s a way to do this with us!
Move from Autotask PSA to FreshdeskWhat Our Team Can Do for You
With years of knowledge under our belt, we are familiar with data migration like no one else.
Be it a help desk or any other ticketing software system, we can migrate all your tickets, contacts, and more in just a couple of clicks.
Here’s the things you will be getting choosing our team of Freshdesk import experts!
Minimize or Prevent Downtime
Why allocate work hours or even days supervising the migration process if you can let us take care of it? Reduce the amount of time needed to migrate to Freshdesk; eradicate discomfort for your employees and clients.
Testing Done Properly
Every migration process should provide a screening step. Our team ensured that one can do various tests prior to your migration so that you can pinpoint any kind of flaws.
Simplify Your Freshdesk Import
The best part about our import service is that you don’t have to setup a thing to start importing all the tickets to Freshdesk. Exactly, no coding, no files are needed.
Migrate data the right way
Have a piece of mind understanding that the tickets history arrives at Freshdesk unchanged. Therefore, we diligently test our migration method before every release. We want you to have the very best experience possible and keep up the work on our solution.
3 Reasons to Choose Us
Risk-free experience
We apprehend the value of your personal data and support history. Hence, we take all the necessary measures to secure it. Any of the information you provide us during the import process is confidential.
Assisted import
Our account manager will be glad to give answers to any questions you may have. As well as help you throughout the process and ensure that everything works the best way.
Maintained accuracy of records
Our tech team made sure that your data stays unaltered all the way through the migration process. All relations remain unaffected so you get data 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
How auto Freshdesk export happens
Getting ready for the Import
No import is good without ground work.Hence, it is important to go and set up custom fields and agent profiles in Freshdesk. Also, make sure you deactivate triggers and automation rules.
Link Autotask PSA
Once you’ve created all the profiles, you have to grant the needed credentials to your Autotask PSA. Without them, we won't have the ability to get data, meaning that the migration process won't start.
Link Freshdesk
Right after the Autotask PSA is hooked up, you have to grant the credentials for your Freshdesk. That is how out import wizard will know where to move the tickets and the rest of the support data.
Say what records to migrate
Let us know what types of historical records you need to migrate. To ensure all the your information is migrated adequately, you will also need to match up ticket fields. Let us know the way you want fields to be matched and we will do all the job for you.
Try out the service beforehand
Before we begin importing all ticket records to Freshdesk, you get a free of charge test. During the demonstration, you will be able to check a small amount of your data in Freshdesk.
Import all tickets to Freshdesk
Right after you tried the tool and ready to migrate all your data, we recommend that you pick a time when your support customer support is the least busy and launch the import.
Hear from our satisfied clients
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.
Automatic data import
If you want to see how the tool works, you can ask for a free demonstration where you will get a chance to test things out in advance.
Import to Freshdesk with our expert
If importing things on your own just isn’t your cup of tea, you may always ask our specialists to help you out.