Import to Freshdesk from Freshchat
If you tried to move your tickets and related data from Freshchat to Freshdesk, chances are high you we’ve encountered some challenges. And you are not alone because many help desk solutions want to lock down you into their ecosystem. But don’t worry, because there is a solution that requires little to no time and energy.
Few Import Options
Freshdesk does offer a solution to import your data directly from Zendesk and Gmail. If you’re migrating from some other source, then you need to either use their API or get your CSV document ready. Suffice to say, out of the box import apps don’t function as expected.
Lack of a Qualified Personnel
Another way to import data to Freshdesk is with their API. But, you need a dedicated IT professional who could fulfill this particular a task.
And if you don’t have one already, you will have to find them. However, there’s no guarantee that the code they will provide will get the work done.
Doing It Manually Can Be Risky
Last of all, there’s the case of importing tickets manually which may lead to both success and failure. Indeed, the experience can be either a nightmare which will contribute to data corruption or you manage to do things on your own, which is highly unlikely.
Data Migration Should Be Easy
Importing information to Freshdesk shouldn’t be such a hurdle. In fact, it should be as simple as one-two-three. Why waste time on moving tickets from one place to another when you can work on winning your customers? Here’s how you can do this with us!
Move from Freshchat to FreshdeskWhat Our Team Can Do for You
With years of expertise at our disposal, we understand data migration like no other.
Be it a help desk or some other form of ticketing software, we will relocate all your tickets, contacts, and more in just a few clicks.
Here’s what you will undoubtedly be getting deciding to work with our team of specialists!
Reduce or Eliminate Downtime
Why spend hours or in many cases days handling the migration process when you can let us take care of it? Cut down on the amount of time it takes shift to Freshdesk; prevent discomfort for employees and clients.
Testing Done Correctly
Every migration process should include a testing step. Our experts ensured that you are able to do several tests before starting your migration so you can find any kind of flaws.
Make your Tickets Import Easy
The best benefit of our tool is that you don’t need to deploy anything at all to start migrating all your tickets to Freshdesk. Exactly, no coding, no files are required.
Migrate tickets properly
We want you to have a piece of mind knowing that the support history gets to Freshdesk unchanged. That is why, we diligently test our migration method before every release. We want you to have the excellent experience possible and keep up the work on our solution.
Why Work with Us
Safe experience
We realize the value of your personal data and support history. Therefore, we take all the necessary measures to secure it. All info you provide us during the import process is confidential.
Assisted import
Our team will be happy to resolve any questions you might have. As well as give you guidance throughout the import and ensure that everything works the right way.
Sustained data accuracy
Our development team ensured that your help desk data stays unaltered in the course of the migration process. All connections stay 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 automatic Freshdesk tickets export functions
Arranging the Import
No import is good without preparation.Hence, we suggest you go and create custom fields and agent profiles in Freshdesk. Also, ensure that you turn off triggers and automation rules.
Link Freshchat
Once you’ve taken care of all the user profiles, you need to give the needed credentials to your Freshchat. Without them, we won't be able to fetch records, and therefore the migration process won't start.
Link Freshdesk
Once the Freshchat is connected, you will have to give the credentials for your Freshdesk. This way out import wizard will know where to import the tickets and the rest of the support data.
Tell us what to transfer
Let us know what types of records you want to transfer. To make sure that all the your data 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.
Test drive the tool before you start
Before we move on to importing all your data to Freshdesk, you get a cost-free tryout. During the demonstration, you will be able to review a small amount of your data in Freshdesk.
Import all data to Freshdesk
Once you checked the tool and ready to transfer all your data, determine a quiet time when you get the least new tickets. And start the import!
Hear from our satisfied 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.
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.