Import to Freshdesk from Halo ServiceDesk
If you tried to move your data from Halo ServiceDesk to Freshdesk, it is likely that you we’ve gone through some troubles. And you are not alone as most help desk solutions try to trap down you into their ecosystem. But don’t worry, as there is an alternative that requires little or no time and energy.
Slim Import Options
Freshdesk does offer a solution to import your data directly from Zendesk and Gmail. In cases where you’re migrating from a different source, then you should either utilize their API or get your CSV file ready. Suffice to say, out of the box import tools don’t do the job as expected.
Lack of a Qualified Personnel
Another way to import info to Freshdesk is to use their API. But, you need a dedicated IT skilled practitioner who can perform this kind of a task.
In case you don’t have one already, you will need to find them. However, there’s no guarantee that the script they will come up with will get the work done.
Doing It Manually Is Generally Risky
Lastly, there’s the case of importing tickets manually which may lead to both success and failure. Indeed, the process can be either a challenge which will result in data corruption or you find a way to execute things on your own, which is highly unlikely.
Data Migration Should Be Easy
Importing data to Freshdesk shouldn’t be such a hindrance. In fact, it should 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 how you can achieve this with us!
Move from Halo ServiceDesk to FreshdeskWhat Our Team Can Do for You
With years of practical knowledge at our disposal, we understand data migration like no other.
Be it a help desk or some other form of ticketing program, we will relocate all your tickets, contacts, and more in just a few steps.
Here’s what you will undoubtedly be getting deciding to work with our team of specialists!
Reduce or Prevent Downtime
Why spend hours or in many cases days handling the migration process when you can leave it to us? Minimize the time frame needed to migrate to Freshdesk; eradicate discomfort for staff and customers.
Testing Done Right
Every migration process should include a testing step. Our team made sure that anyone can make a number of checks before you start your migration to allow you to pinpoint any weak points.
Take the Pain out of your Freshdesk import
The beauty of our tool is that you don’t need to deploy a thing to begin with relocating all your information to Freshdesk. That's correct, no developers, no documents are required.
Migrate tickets accurately
We want you to have a piece of mind knowing that the support history arrives at its destination safely. Hence, we carefully test drive our migration method before each launch. We want you to have the greatest experience possible and continue to work on our solution.
Why You Should Use Our Service
Secure experience
We understand the value of your personal data and support history. Hence, we do everything that depends on us to protect it. Any data you give us throughout the time of the import process is confidential.
Assisted import
Our account manager will be happy to resolve any questions you might have. And in addition lead you through the process and confirm that everything functions the properly.
Sustained data accuracy
Our developers ensured that your help desk data stays unaltered all the way through the migration process. All the relations stay intact so you get records that are easy to browse 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 auto Freshdesk tickets export functions
Preparing for the Import
No import is good without ground work.Hence, you should go and create custom fields and agent profiles in Freshdesk. On top of that, be sure to disable triggers and automation rules.
Link Halo ServiceDesk
Once you’ve created all the user profiles, you need to grant the needed credentials to your Halo ServiceDesk. Without them, we won't have the ability to fetch data, which means that the migration process won't launch.
Link Freshdesk
Once the Halo ServiceDesk is hooked up, you will need to give the credentials for your Freshdesk. That is how out import wizard can understand where to relocate the tickets and the rest of the support data.
Tell what to transfer
Let us know what types of records you wish to transfer. To ensure all your information is transferred properly, you will also need to map ticket fields. Let us know how you want fields to be matched and we will do all the job for you.
Try the service before you start
Before we move on to importing all your data to Freshdesk, you get a cost-free test. During the presentation, you will be able to check out a small portion of your data in Freshdesk.
Import all data to Freshdesk
Once you tried the import tool and ready to relocate all your tickets, we suggest that you pick a time when your support department is the least busy and begin the import.
Hear from our satisfied clients
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 moving things on your own just isn’t your cup of tea, you can always ask our experts to help you out.