Import to Freshdesk from HelpDesk
If you tried to relocate your support tickets from HelpDesk to Freshdesk, chances are you we’ve encountered some difficulties. And you are not alone as many help desk providers try to lock down you into their ecosystem. But don’t worry, because there is a solution which requires little or no time and effort.
Slim Import Choices
Freshdesk does provide a way to import your data directly from Zendesk and Gmail. In cases where you’re migrating from another ticketing tool, then you need to either use their API or get your CSV document organized. Suffice to say, native import apps don’t perform as you imagine.
Lack of a competent Team
An additional way to import info to Freshdesk is to make use of their API. But, you may need a dedicated IT specialist who will be able to carry out 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 code they will create will be able to get the task done.
Doing It Manually Is Generally High stakes
Lastly, there’s the case of importing tickets by hand which can lead to both success and failure. Indeed, the process can be either a nightmare which may contribute to data corruption or you manage to do things yourself, which is very unlikely.
Data Migration Must Be Effortless
Importing data to Freshdesk shouldn’t be such an obstacle. In fact, it must be as effortless as one-two-three. Why spend your time on transferring tickets from one place to another when you can work on winning your customers? Here’s a way to do this with us!
Move from HelpDesk to FreshdeskWhat Our Team Can Do for You
With years of expertise under our belt, we are familiar with data migration like no other.
Be it a help desk or any other ticketing software system, we can relocate all your tickets, contacts, and more in just a few steps.
Here’s the things you will be getting choosing our team of specialists!
Minimize or Prevent Downtime
Why allocate work hours or even days supervising the migration process when you can leave it to us? Minimize the time and effort needed to switch to Freshdesk; eliminate issues for your employees and consumers.
Testing Done Right
Every migration process should involve a screening step. Our experts made sure that you can run various tests prior to starting your migration so you can pinpoint any kind of weak spots.
Take the Pain out of your Freshdesk import
The greatest about our import wizard is that you don’t have to deploy anything at all to begin with moving all the tickets to Freshdesk. That's correct, no coding, no files are needed.
Migrate data properly
Have a piece of mind understanding that the tickets history gets to its destination successfully. That is why, we carefully test our migration method before every release. We want you to have the best experience possible and keep up the work on our solution.
Why You Should Use Our Service
Secure experience
We fully understand the value of your personal data and support history. Therefore, we do whatever depends on us to safeguard it. All information you provide us during the import process is secret.
Assisted import
Our account manager will be glad to give answers to any questions you might have. And in addition guide you throughout the process and confirm that everything works the best way.
Maintained accuracy of records
Our developers made sure that your data stays unaltered in the course of the migration process. All the connections remain unaffected 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 auto Freshdesk export happens
Preparing for the Import
No import is good without ground work.Hence, make sure you go and create custom fields and agent profiles in Freshdesk. On top of that, make sure to turn off triggers and automation rules.
Link HelpDesk
Once you’ve created all the profiles, you need to give the needed credentials to your HelpDesk. Without them, we won't be able to get data, and therefore the migration process won't start.
Link Freshdesk
Right after the HelpDesk is hooked up, you need to grant the credentials for your Freshdesk. This way out import wizard can understand where to relocate the tickets and the rest of the support data.
Tell what records to migrate
Let us know what types of data you would like to transfer. To make sure that all your data is relocated properly, you will also need to map ticket fields. Let us know the way you want fields to be mapped and we will do all the job for you.
Test the service beforehand
Before we begin importing all the records to Freshdesk, you get a free of charge tryout. During the presentation, you will be able to check out a small amount of your data in Freshdesk.
Import all tickets to Freshdesk
Right after you tested the import tool and ready to move all your data, we suggest that you pick a time when your support customer support is the least busy and start 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 import
If you want to see 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 with our expert
If moving things on your own just isn’t your cup of tea, you may always ask our specialists to help you out.