Import to Freshdesk from ConnectWise
If you tried to move your support tickets from ConnectWise to Freshdesk, there is a good chance you we’ve encountered some challenges. And you are not alone as many help desk vendors try to lock down you into their ecosystem. But don’t worry, as there is an alternative that requires virtually no time and effort.
Few Import Options
Freshdesk does offer a solution to import your data directly from Zendesk and Gmail. In case you’re migrating from another help desk, then you need to either use their API or get your CSV file organized. Suffice to say, out of the box import tools don’t perform as expected.
Lack of a Qualified Personnel
An additional way to import info to Freshdesk is to make use of their API. Though, you need a dedicated IT professional who will be able to achieve this sort of a task.
And if you don’t have one already, you will need to find them. Nonetheless, there’s no guarantee that the script they will create will get the task done.
Doing It Manually Is Generally High stakes
Last of all, there’s the case of importing tickets manually which may turn into both success and failure. Indeed, the experience can be either a nightmare which can contribute to data corruption or you manage to handle things yourself, which is highly unlikely.
Data Migration Must Be Easy
Importing information to Freshdesk shouldn’t be such a hindrance. In fact, it must be as easy as one-two-three. Why waste time on relocating tickets from one place to another when you can work on winning your customers? Here’s a way you can do this with us!
Move from ConnectWise to FreshdeskWhat Our Team Can Do for You
With years of practical knowledge at our disposal, we know data migration like no other.
Be it a help desk or any other ticketing program, we can migrate all your tickets, contacts, and more in just a few mouse clicks.
Here’s what you will undoubtedly be getting by working with our team of specialists!
Minimize or Prevent Downtime
Why allocate hours or in many cases days dealing with the migration process when you can let us take care of it? Cut the time and work needed to switch to Freshdesk; avoid issues for staff and consumers.
Testing Done Correctly
Every migration process should include a screening step. Our experts ensured that you are able to carry out a number of tests before you start your migration allowing you to identify any weak spots.
Make your Tickets Import Easy
The best part about our tool is that you don’t have to setup anything at all to begin migrating all of your tickets to Freshdesk. That's correct, no scripts, no documents are required.
Migrate data accurately
We want you to have a piece of mind understanding that everything you're importing gets to Freshdesk successfully. Therefore, we thoroughly test our migration method before each launch. We want you to have the excellent experience possible and continue to work on our solution.
Why Work with Us
Safe experience
We fully understand the value of your personal data and support history. Therefore, we take all the necessary measures to safeguard it. Any of the data you provide us in the course of the import process is secret.
Assisted import
Our account manager will be glad to answer any questions you might have. And also give you guidance throughout the process and confirm that everything operates the properly.
Maintained data accuracy
Our development team ensured that your help desk data stays unaltered in the course of the migration process. All of the connections keep unaffected so you get data that are easy to browse and utilize.
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 tickets export works
Arranging the Import
No import is good without ground work.Hence, make sure you go and create custom fields and agent profiles in Freshdesk. In addition, ensure that you deactivate triggers and automation rules.
Link ConnectWise
Once you’ve created all the user profiles, you have to give the mandatory credentials to your ConnectWise. Without them, we won't be able to retrieve data, and therefore the migration process won't begin.
Link Freshdesk
Right after the ConnectWise is hooked up, you need to provide the credentials for your Freshdesk. This way out import wizard will understand where to migrate the tickets and the rest of the support data.
Tell us what to transfer
Let us know what types of records you would like to migrate. To make sure that all the your data is transmitted the right way, you will also need to map ticket fields. Let us know how you want fields to be mapped and we will do all the job for you.
Try out the service before you start
Before we begin importing all your records to Freshdesk, you get a totally free tryout. During the demo, you will be able to see a small amount of your data in Freshdesk.
Import all tickets to Freshdesk
After you checked the import wizard and ready to transfer all your data, we encourage that you pick a time when your support department is the least busy and start 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 migration
If you want to see how our tool works, you may ask for a free demonstration where you will get a chance to test things out beforehand.
Import to Freshdesk with our expert
If relocating things on your own just isn’t your cup of tea, you can always ask our experts to help you out.