Import to Freshdesk from Odoo Helpdesk
Say you tried to move your support history from Odoo Helpdesk to Freshdesk, it is likely that you we’ve encountered some challenges. And you are not alone as most help desk providers try to trap down you into their ecosystem. But don’t worry, because there is a solution that requires virtually no time and energy.
Few Import Options
Freshdesk does indeed offer a way to import your records directly from Zendesk and Gmail. In case you’re migrating from a different ticketing tool, then you need to either utilize their API or get your CSV document prepared. Suffice to say, native import tools don’t do the job as expected.
Absence of a Qualified Team
An alternative way to import data to Freshdesk is by using their API. Yet, you need a dedicated IT professional who can fulfill this particular a task.
In case you don’t have one already, you will have to find them. But, there’s no guarantee that the script they will come up with will get the job done.
Doing It By hand Can Be High stakes
Last of all, there’s the case of importing tickets manually which can contribute to both success and failure. Indeed, the experience can be either a nightmare which may contribute to data corruption or you find a way to handle things by yourself, which is highly unlikely.
Data Migration Can Be Easy
Importing information to Freshdesk shouldn’t be such a hurdle. In fact, it must be as easy as one-two-three. Why waste time on relocating 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 Odoo Helpdesk to FreshdeskWays Our Service Can Help
With many years of expertise under our belt, we know data migration like no other.
Be it a help desk or other sorts of ticketing software, we can transfer all your tickets, contacts, and more in just a few mouse clicks.
Here’s what you will be getting with the help of our team of specialists!
Cut down or Eliminate Downtime
Why put in hours or even days managing the migration process when you can let us take care of it? Cut down the amount of time needed to move to Freshdesk; get rid of pain for your staff and clients.
Testing Done Correctly
Each migration process should include a screening phase. Our experts ensured that you are able to do a number of checks prior to your migration so you can find any flaws.
Make your Tickets Import Easy
The best benefit of our tool is that you don’t have to set up anything at all to begin migrating all the tickets to Freshdesk. That’s right, no scripts, no files are required.
Migrate support history properly
We want you to have a piece of mind understanding that everything you're importing gets to Freshdesk safely. Therefore, we diligently test drive our migration method before every release. We want you to have the best experience possible and continue to work on our solution.
Why Work with Us
Safe experience
We apprehend the value of your personal and ticket information. Therefore, we take all the necessary measures to protect it. Any of the data you give us in the course of the import process is undisclosed.
Get an import expert
Our team will be glad to answer any questions you might have. And also give you guidance throughout the process and make sure that everything operates the correct way.
Consistent data accuracy
Our development team ensured that your data remains unaltered in the course of the migration process. All of the connections remain unaffected so you get records that are easy to search 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 export works
Arranging the Import
No import is possible without preparation.Hence, it is important to head over and create custom fields and agent profiles in Freshdesk. In addition, ensure that you deactivate triggers and automation rules.
Connect Odoo Helpdesk
When you’ve taken care of all the profiles, you will have to give the requested credentials to your Odoo Helpdesk. Without them, we won't be able to get data, which implies that the migration process won't begin.
Connect Freshdesk
When the Odoo Helpdesk is connected, you have to provide the credentials for your Freshdesk. This way out import wizard will understand where to transfer the tickets and the rest of the support data.
Tell us what to migrate
Let us know what sorts of records you need to relocate. To make sure that all the your data is migrated adequately, you will also need to match ticket fields. Let us know the way you want fields to be matched up and we will do all the job for you.
Test drive the tool beforehand
Before we start importing all your records to Freshdesk, you get a free tryout. During the demo, you will be able to inspect a small amount of your data in Freshdesk.
Import all records to Freshdesk
After you checked the import wizard and ready to transfer all your data, we encourage that you pick a time when your support department is the least busy and launch 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 migration
If you want to observe how our tool works, you can request 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 can always ask our specialists to help you out.