Import to Freshdesk from CSV
Say you tried to relocate your data from CSV to Freshdesk, it is likely that you we’ve encountered some troubles. And you are not alone because many help desk solutions want to trap down you into their ecosystem. But don’t worry, as there is an alternative which requires little or no time and effort.
Slim Import Choices
Freshdesk does indeed provide a way to import your records directly from Zendesk and Gmail. If you’re migrating from some other source, then you have to either utilize their API or get your CSV file organized. Suffice to say, native import apps don’t perform as you imagine.
Absence of a competent Team
An alternative way to import data to Freshdesk is to use their API. Yet, you may need a dedicated IT skilled practitioner who could carry out this particular a task.
In case you don’t have one already, you will need to find them. Nonetheless, there’s hardly any guarantee that the code they will create will be able to get the work done.
Doing It By hand Can Be Risky
Lastly, there’s the case of importing tickets by hand which can contribute to both success and failure. Indeed, the process can be either a nightmare which will cause data corruption or you find a way to handle things yourself, which is very unlikely.
Data Migration Can Be Effortless
Importing data to Freshdesk shouldn’t be such a complication. In fact, it should be as easy as one-two-three. Why spend your time on moving tickets from one place to another when you can work on winning your customers? Here’s how you can accomplish this with us!
Move from CSV to FreshdeskWays Our Service Can Help
With many years of practical knowledge under our belt, we know data migration like no other.
Be it a help desk or other sorts of ticketing tool, we will transfer all your tickets, contacts, and more in just a few clicks.
Here’s the things you will be getting with the help of our team of specialists!
Cut down or Eliminate Downtime
Why put in work hours or even days managing the migration process when you can leave it to us? Cut down the time and effort it takes shift to Freshdesk; avoid issues for your employees and clients.
Testing Done Right
Each migration process should involve a testing phase. Our experts made sure that you can run several checks before you begin your migration to allow you to pinpoint any kind of flaws.
Take the Pain out of your Freshdesk import
The beauty of our import wizard is that you don’t need to set up anything at all to start moving all your data to Freshdesk. Exactly, no scripts, no documents are needed.
Migrate support history accurately
Have a piece of mind knowing that everything you're importing gets to the destination unchanged. Therefore, we diligently test drive our migration method before each launch. We want you to have the best experience possible and keep up the work on our solution.
Why You Should Use Our Service
Secure experience
We understand the value of your personal and ticket information. Therefore, we do whatever depends on us to secure it. Any of the info you give us in the course of the import process is secret.
Get an import expert
Our team will be happy to answer any questions you might have. As well as guide you throughout the import and ensure that everything operates the properly.
Consistent accuracy of records
Our developers made sure that your data remains unaltered in the course of the migration process. All connections stay unchanged so you get records 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
The way automatic Freshdesk export works
Preparing for the Import
No import is possible without preparation.Hence, you should head over and create custom fields and agent profiles in Freshdesk. Also, make sure to deactivate triggers and automation rules.
Connect CSV
When you’ve taken care of all the profiles, you will have to give the necessary credentials to your CSV. Without them, we won't be able to fetch records, which means that the migration process won't begin.
Connect Freshdesk
When the CSV is connected, you will need to provide the credentials for your Freshdesk. This way out import wizard will know where to transfer the tickets and the rest of the support data.
Tell what records to migrate
Let us know what sorts of data you wish to relocate. To make sure that all your data is relocated adequately, you will also need to match up ticket fields. Let us know how you want fields to be mapped and we will do all the job for you.
Try the tool beforehand
Before we start importing all the data to Freshdesk, you get a free tryout. During the demonstration, you will be able to inspect a small amount of your data in Freshdesk.
Import all records to Freshdesk
After you tried the 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 customers
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 moving things on your own just isn’t your cup of tea, you may always ask our specialists to help you out.