Import to Freshdesk from Halo Service Solutions

If you tried to migrate your support history from Halo Service Solutions to Freshdesk, quite likely you we’ve experienced some obstacles. And you are not alone because many help desk providers want to lock down you into their ecosystem. But don’t worry, because there is an alternative which requires little or no time and effort.

Slim Import Opportunities

Freshdesk does give you ways to import your records straight from Zendesk and Gmail. In case you’re migrating from some other ticketing tool, then you have to either use their API or get your CSV document organized. Suffice to say, native import tools don’t perform as you imagine.

Lack of a proficient Staff

An additional way to import data to Freshdesk is by using their API. Yet, you will need a dedicated IT expert who could achieve this kind of a task.

And if you don’t have one already, you will have to find them. Nonetheless, there’s hardly any guarantee that the script they will create will be able to get the job done.

Doing It Manually Can Be High stakes

Lastly, there’s the case of importing tickets by hand which could contribute to both good results and failure. Indeed, the experience can be either a nightmare which may cause data corruption or you manage to handle things yourself, which is very unlikely.

Data Migration Must Be Hassle-free

Importing data to Freshdesk shouldn’t be such a complication. In fact, it must be as easy as one-two-three. Why spend time on relocating tickets from one place to another when you can work on winning your customers? Here’s a way to accomplish this with us!

Move from Halo Service Solutions to Freshdesk

What Our Team Can Do for You

With years of practical experience at hand, we know data migration like no one else.

Be it a help desk or any other ticketing tool, we can transfer all your tickets, contacts, and more in just a couple of mouse clicks.

Here’s the things you are going to be getting by working with our team of Freshdesk import experts!

Minimize or Eliminate Downtime

Why allocate work hours or perhaps days managing the migration process if you can let us take care of it? Cut the time and work it takes transition to Freshdesk; eradicate issues for your company and consumers.

Testing Done Right

Every migration process should provide a screening phase. Our specialists ensured that you are able to carry out multiple tests before you start your migration to allow you to find any of the weak spots.

Take the Pain out of your Freshdesk import

The best part about our import service is that you don’t have to set up anything to begin migrating all the data to Freshdesk. Exactly, no scripts, no documents are needed.

Migrate data adequately

Have a piece of mind understanding that everything you're importing reaches Freshdesk unchanged. For that reason, we carefully test our migration method before every launch. We want you to have the very best experience possible and continuously work on our solution.

Why You Should Use Our Service

Secure experience

We apprehend the value of your personal and ticket data. So, we take all the necessary measures to secure it. The details you provide us in the course of the import process is secret.

Assisted import

Our team will be glad to answer any questions you may have. And also give you guidance through the import and ensure that everything operates the properly.

Maintained accuracy of records

Our developers made sure that your support history remains unaltered during the migration process. All of the connections remain unchanged so you get data that are easy to search and utilize.

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 migration works

Step

Preparing for the Import

No import is good without preparation.Hence, it is important to head over and set up custom fields and agent profiles in Freshdesk. In addition, ensure that you switch off triggers and automation rules.

Step

Link Halo Service Solutions

Once you’ve taken care of all the users, you will have to provide the necessary credentials to your Halo Service Solutions. Without them, we won't be able to get records, meaning that the migration process won't begin.

Step

Link Freshdesk

Right after the Halo Service Solutions is connected, you have to provide the credentials for your Freshdesk. That way out import wizard will understand where to migrate the tickets and the rest of the support data.

Step

Tell what records to import

Let us know what types of historical records you need to relocate. To ensure that all the your data is transmitted properly, you will also need to match up ticket fields. Let us know the way you want fields to be mapped and we will do all the job for you.

Step

Try out the tool upfront

Before we begin importing all ticket records to Freshdesk, you get a free trial. During the demo, you will be able to see a small portion of your data in Freshdesk.

Step

Import all tickets to Freshdesk

After you tried the import wizard and ready to transfer all your tickets, determine a quiet time when you get the least new tickets. And start the import!