Import to Freshdesk from Halo ITSM

Say you tried to relocate your support tickets from Halo ITSM to Freshdesk, there is a good chance you we’ve gone through some challenges. And you are not alone as many help desk providers want to trap down you into their ecosystem. But don’t worry, as there is an alternative which requires minimal time and effort.

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Limited Import Options

Limited Import Choices

Freshdesk does indeed provide a way to import your data directly from Zendesk and Gmail. In cases where you’re migrating from another ticketing tool, then you have to either utilize their API or get your CSV file prepared. Suffice to say, native import apps don’t work as you imagine.

Absence of a competent Team

One more way to import records to Freshdesk is to make use of their API. But, you need a dedicated IT professional who will be able to perform this sort of a task.

In case you don’t have one already, you will need to find them. But, there’s hardly any guarantee that the code they will write will be able to get the task done.

Requires Professional IT Team
Manual Import Drawbacks

Doing It By hand Is Often High stakes

Finally, there’s the case of importing tickets by hand which can lead to both success and failure. Indeed, the experience can be either a challenge which may cause data corruption or you find a way to execute things by yourself, which is very unlikely.

Data Migration Needs To Be Effortless

Importing records to Freshdesk shouldn’t be such a challenge. In fact, it must be as simple 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 to accomplish this with us!

Move from Halo ITSM to Freshdesk

Ways Our Service Can Help

With many years of practical knowledge under our belt, we understand data migration like no other.

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

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

Minimise or Eradicate Downtime

Why spare work hours or even days handling the migration process when you can let us take care of it? Cut the time frame it takes switch to Freshdesk; eradicate pain for your employees and clients.

Testing Done Properly

Each migration process should involve a screening step. Our team ensured that anyone can make multiple checks prior to your migration to allow you to identify any kind of flaws.

Simplify Your Freshdesk Import

The best benefit of our import wizard is that you don’t have to deploy a thing to begin with relocating all the data to Freshdesk. That’s right, no developers, no documents are needed.

Migrate data to Freshdesk accurately

Have a piece of mind understanding that the support history arrives at Freshdesk successfully. Therefore, we thoroughly test drive our migration method before each launch. We want you to have the very best experience possible and keep up the work on our solution.

3 Reasons to Choose Us

Risk-free experience

We fully understand the value of your personal data and support history. Hence, we take all the necessary measures to safeguard it. Any of the details you give us throughout the time of the import process is undisclosed.

Get an import expert

Our agents will be glad to resolve any questions you might have. And in addition lead you throughout the import and make sure that everything functions the properly.

Preserved accuracy of records

Our tech team made sure that your data stays unaltered all the way through the migration process. All the relations remain unchanged so you get records that are easy to browse 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 export functions

Step

Getting ready for the Import

No import is possible without prep work.Hence, make sure you go and create custom fields and agent profiles in Freshdesk. On top of that, be sure to deactivate triggers and automation rules.

Step

Connect Halo ITSM

When you’ve set up all the profiles, you need to grant the necessary credentials to your Halo ITSM. Without them, we won't have the ability to get records, which implies that the migration process won't launch.

Step

Connect Freshdesk

The instant the Halo ITSM is linked, you need to give the credentials for your Freshdesk. That is how out import wizard can understand where to migrate the tickets and the rest of the support data.

Step

Say what records to migrate

Let us know what sorts of data you would like to transfer. To ensure all the your information is transferred the right way, you will also need to match ticket fields. Let us know how you want fields to be matched up and we will do all the job for you.

Step

Test drive the import wizard beforehand

Before we proceed to importing all the records to Freshdesk, you get a cost-free test. During the presentation, you will be able to see a small amount of your data in Freshdesk.

Step

Import all support history to Freshdesk

Once you checked the import tool and ready to relocate all your data, determine a quiet time when you get the least new tickets. And start the import!

Hear from our happy buyers

Automated data import

If you want to observe how the tool works, you can ask for a free demonstration where you will get a chance to test things out beforehand.

Get a free demonstration

Import to Freshdesk together with our expert

If importing things on your own just isn’t your cup of tea, you may always ask our specialists to help you out.

Get a quote