Import to Freshdesk from Halo PSA
Say you tried to relocate your data from Halo PSA to Freshdesk, chances are you we’ve encountered some difficulties. And you are not alone because many help desk providers want to trap down you into their ecosystem. But don’t worry, as there is a solution that requires little to no time and effort.
Few Import Choices
Freshdesk does indeed provide a solution to import your data directly from Zendesk and Gmail. In case you’re migrating from some other ticketing tool, then you should either utilize their API or get your CSV file prepared. Suffice to say, out of the box import tools don’t perform as you imagine.
Absence of a competent Personnel
One more way to import data to Freshdesk is to use their API. Though, you may need a dedicated IT specialist who could fulfill such a task.
In case you don’t have one already, you will need to find them. But, there’s no guarantee that the script they will create will be able to get the task done.
Doing It By hand Can Be Risky
Last of all, there’s the case of importing tickets by hand which may turn into both success and failure. Indeed, the process can be either a challenge which may result in data corruption or you find a way to do things by yourself, which is highly unlikely.
Data Migration Needs To Be Effortless
Importing information to Freshdesk shouldn’t be such a complication. In fact, it should be as effortless as one-two-three. Why spend your time on relocating tickets from one place to another when you can keep delivering outstanding service? Here’s a way to achieve this with us!
Move from Halo PSA to FreshdeskWays Our Service Can Help
With many years of expertise at our disposal, we are familiar with data migration like no other.
Be it a help desk or some other type of ticketing tool, we will migrate all your tickets, contacts, and more in just a few mouse clicks.
Here’s the things you will undoubtedly be getting choosing our team of specialists!
Minimise or Eliminate Downtime
Why spare work hours or in many cases days supervising the migration process when you can leave it to us? Reduce the amount of time it takes shift to Freshdesk; eradicate pain for company and clients.
Testing Done Correctly
Each migration process should involve a testing step. Our experts made sure that one can do multiple checks before you start your migration so it is possible to detect any of the flaws.
Make your Tickets Import Easy
The greatest about our import wizard is that you don’t need to setup anything at all to begin importing all the information to Freshdesk. Exactly, no coding, no files are required.
Migrate data to Freshdesk properly
Have a piece of mind knowing that the tickets history gets to the destination unchanged. For that reason, we rigorously test drive our migration method before each release. We want you to have the excellent experience possible and continuously work on our solution.
Why Work with Us
Safe experience
We understand the value of your personal data and support history. Therefore, we do whatever depends on us to secure it. The details you give us during the import process is undisclosed.
Get an import expert
Our team will be happy to give answers to any questions you might have. And also help you through the import and ensure that everything works the proper way.
Preserved accuracy of records
Our development team made sure that your help desk data stays unaltered in the course of the migration process. All of the relations remain intact 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 automatic Freshdesk tickets export happens
Arranging the Import
No import is possible without preparation.Hence, you should go and create custom fields and agent profiles in Freshdesk. In addition, make sure you switch off triggers and automation rules.
Connect Halo PSA
When you’ve taken care of all the user profiles, you have to give the needed credentials to your Halo PSA. Without them, we won't have the ability to get records, which means that the migration process won't start.
Connect Freshdesk
The instant the Halo PSA is connected, you will need to grant the credentials for your Freshdesk. This way out import wizard will understand where to move the tickets and the rest of the support data.
Tell us what records to transfer
Let us know what sorts of data you wish to migrate. To make sure that all your information is migrated correctly, you will also need to match up ticket fields. Let us know how you want fields to be matched up and we will do all the job for you.
Test the tool before you start
Before we proceed to importing all the data to Freshdesk, you get a free of charge tryout. During the demo, you will be able to check a small portion of your data in Freshdesk.
Import all support history to Freshdesk
Right after you tried the import wizard and ready to migrate all your tickets, 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 may ask for a free demonstration where you will get a chance to test things out beforehand.
Import to Freshdesk together with our expert
If relocating things on your own just isn’t your cup of tea, you may always ask our experts to help you out.