Import to Freshdesk from Dynamics 365

Say you tried to relocate your support tickets from Dynamics 365 to Freshdesk, chances are high you we’ve encountered some troubles. And you are not alone as most help desk vendors try to lock down you into their ecosystem. But don’t worry, because there is a solution which requires virtually no time and energy.

Slim Import Choices

Freshdesk does indeed provide a solution to import your data directly from Zendesk and Gmail. In case you’re migrating from a different help desk, then you need to either use their API or get your CSV document prepared. Suffice to say, out of the box import tools don’t do the job as you imagine.

Absence of a competent Personnel

One more way to import records to Freshdesk is to make use of their API. Though, you need a dedicated IT skilled practitioner who can perform such a task.

And if you don’t have one already, you will have to find them. But, there’s hardly any guarantee that the script they will come up with will be able to get the job done.

Doing It By hand Is Often High stakes

Lastly, there’s the case of importing tickets by hand which may turn into both success and failure. Indeed, the process can be either a nightmare which can contribute to data corruption or you manage to handle things by yourself, which is very unlikely.

Data Migration Needs To Be Effortless

Importing data to Freshdesk shouldn’t be such a challenge. In fact, it must be as simple 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 Dynamics 365 to Freshdesk

Ways Our Service Can Help

With many years of practical experience at our disposal, we understand data migration like no other.

Be it a help desk or some other type of ticketing application, we can migrate all your tickets, contacts, and more in just a few mouse clicks.

Here’s the things you will undoubtedly be getting deciding to work with our team of specialists!

Minimise or Eradicate Downtime

Why spare work hours or in many cases days handling the migration process when you can leave it to us? Cut down the time frame needed to shift to Freshdesk; avoid pain for company and consumers.

Testing Done Right

Each migration process should involve a screening step. Our experts made sure that you are able to make various tests before starting your migration so you can find any of the weak spots.

Take the Pain out of your Freshdesk import

The greatest benefit of our import wizard 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 files are needed.

Migrate data to Freshdesk adequately

Have a piece of mind understanding that the support history gets to the destination safely. Hence, we rigorously test our migration method before every release. We want you to have the excellent experience possible and continuously work on our solution.

Why You Should Use Our Service

Secure experience

We fully understand the value of your personal data and support history. Therefore, we do whatever depends on us to protect it. Any information you provide us in the course of the import process is undisclosed.

Get an import expert

Our agents will be glad to resolve any questions you might have. And also give you guidance through the process and confirm that everything operates the proper way.

Preserved accuracy of records

Our developers made sure 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 search and use.

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 tickets export functions

Step

Preparing for the Import

No import is possible without prep work.Hence, make sure you go and create custom fields and agent profiles in Freshdesk. In addition, ensure that you disable triggers and automation rules.

Step

Connect Dynamics 365

When you’ve set up all the user profiles, you have to give the requested credentials to your Dynamics 365. Without them, we won't be able to retrieve data, meaning that the migration process won't begin.

Step

Connect Freshdesk

The instant the Dynamics 365 is linked, you need to give the credentials for your Freshdesk. This way out import wizard will understand where to transfer the tickets and the rest of the support data.

Step

Tell what records to transfer

Let us know what sorts of data you would like to migrate. To make sure that all your data is transferred correctly, you will also need to map ticket fields. Let us know the way you want fields to be matched up and we will do all the job for you.

Step

Try and test the import wizard before you start

Before we proceed to importing all the records to Freshdesk, you get a cost-free tryout. During the demo, you will be able to inspect a small portion of your data in Freshdesk.

Step

Import all support history to Freshdesk

Once you tested the import wizard and ready to transfer all your tickets, we suggest that you pick a time when your support customer support is the least busy and start the import.