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.
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.
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 FreshdeskWays 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
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.
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.
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.
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.
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.
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
- 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 ask for a free demonstration where you will get a chance to test things out beforehand.
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.