Import to Freshdesk® from BoldDesk
Say you tried to migrate your tickets and related data from BoldDesk to Freshdesk®, the chances are you we’ve gone through some challenges. And you are not alone because many help desk vendors try to trap down you into their ecosystem. But don’t worry, as there is an alternative which requires virtually no time and effort.
Few Import Opportunities
Freshdesk® does indeed give you a way to import your records directly 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 file ready. Suffice to say, out of the box import apps don’t work as you imagine.
Absence of a proficient Team
One more way to import records to Freshdesk® is with their API. However, you need a dedicated IT professional who could achieve this particular a task.
In case you don’t have one already, you will need to find them. However, there’s hardly any guarantee that the code they will write will be able to get the task done.
Doing It By hand Is Often Risky
Last of all, there’s the case of importing tickets by hand which can result in both success and failure. Indeed, the experience can be either a challenge which can cause data corruption or you find a way to do things on your own, which is very unlikely.
Data Migration Needs To Be Hassle-free
Importing information to Freshdesk® shouldn’t be such a challenge. In fact, it should be as easy as one-two-three. Why waste time on transferring tickets from one place to another when you can keep delivering outstanding service? Here’s a way you can accomplish this with us!
Move from BoldDesk to Freshdesk®Ways Our Service Can Help
With many years of practical experience under our belt, we know data migration like no other.
Be it a help desk or some other type of ticketing application, we will move all your tickets, contacts, and more in just a few steps.
Here’s the things you will be getting with the help of our team of specialists!
Minimise or Eradicate Downtime
Why spare work hours or even days managing the migration process when you can let us take care of it? Cut down on the time and work needed to transition to Freshdesk®; minimize discomfort for support agents and consumers.
Testing Done Correctly
Each migration process should provide a testing phase. Our team ensured that one can carry out various checks before you begin your migration in order to find all the weak spots.
Make your Tickets Import Easy
The beauty of our import service is that you don’t need to install a thing to begin with importing all of your data to Freshdesk®. Exactly, no coding, no documents are needed.
Migrate data to Freshdesk® adequately
Have a piece of mind knowing that everything you're importing arrives at Freshdesk® unchanged. For that reason, we diligently test drive our migration method before each launch. We want you to have the greatest experience possible and always work on our solution.
Why Work with Us
Safe experience
We realize the value of your personal and ticket information. Hence, we take all the necessary measures to secure it. The information you give us during the import process is confidential.
Get an import expert
Our agents will be happy to answer any questions you might have. And in addition help you through the process and ensure that everything works the properly.
Preserved accuracy of records
Our development team made sure that your data remains unaltered all the way through the migration process. All the relations keep unchanged so you get records that are easy to browse and work with.
What you can migrate
That the list is generalized and may differ depending on your target platform
Help Desk Objects
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Tickets
with replies, notes and attachments
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Contact
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Companies
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Agents
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Agents Groups
Knowledge Base Objects
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Articles
with images and attachments
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Categories
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Folders
The way automated Freshdesk® export works
Arranging the Import
No import is possible without prep work.Hence, we suggest you head over and create custom fields and agent profiles in Freshdesk®. On top of that, make sure you switch off triggers and automation rules.
Connect BoldDesk
When you’ve set up all the profiles, you will need to grant the requested credentials to your BoldDesk. Without them, we won't have the ability to retrieve data, which implies that the migration process won't start.
Connect Freshdesk®
The instant the BoldDesk is linked, you will have to provide the credentials for your Freshdesk®. That is how out import wizard can understand where to import the tickets and the rest of the support data.
Tell us what records to migrate
Let us know what sorts of historical records you want to move. To ensure all the your information is transmitted adequately, you will also need to match up ticket fields. Let us know how you want fields to be matched and we will do all the job for you.
Try the import wizard beforehand
Before we proceed to importing all ticket data to Freshdesk®, you get a free test. During the presentation, you will be able to review a small portion of your data in Freshdesk®.
Import all support history to Freshdesk®
After you checked the import tool and ready to migrate all your tickets, we encourage that you pick a time when your support customer support is the least busy and initiate the import.
Hear from our happy buyers
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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 import
If you want to observe how the tool works, you can request a free demonstration where you will get a chance to test things out beforehand.
Import to Freshdesk® together with our expert
If relocating things on your own just isn’t your cup of tea, you may always ask our specialists to help you out.