Import to Freshdesk from Outlook
Say you tried to relocate your support tickets from Outlook to Freshdesk, quite likely you we’ve gone through some challenges. And you are not alone because many help desk providers try to trap down you into their ecosystem. But don’t worry, because there is an alternative that calls for little to no time and energy.
Limited Import Choices
Freshdesk does indeed provide ways to import your records 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 document ready. Suffice to say, out of the box import tools don’t function as expected.
Absence of a competent Staff
An alternative way to import data to Freshdesk is to make use of their API. Yet, you need a dedicated IT professional who could complete this particular a task.
In case you don’t have one already, you will have to find them. However, there’s very little guarantee that the script they will provide will get the job done.
Doing It By hand Can Be High stakes
Finally, there’s the case of importing tickets by hand which could contribute to both success and failure. Indeed, the experience can be either a challenge which may result in data corruption or you find a way to do things on your own, which is extremely unlikely.
Data Migration Can Be Effortless
Importing records to Freshdesk shouldn’t be such a complication. In fact, it must be as simple as one-two-three. Why waste 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 Outlook to FreshdeskWays Our Service Can Help
With many years of knowledge at hand, we understand data migration like no other.
Be it a help desk or other sorts of ticketing tool, we can transfer all your tickets, contacts, and more in just a few mouse clicks.
Here’s the things you are going to be getting deciding to work with our team of specialists!
Cut down or Eliminate Downtime
Why put in work hours or perhaps days organizing the migration process when you can let us take care of it? Cut the time needed to move to Freshdesk; eliminate discomfort for staff and clients.
Testing Done Properly
Each migration process should involve a screening phase. Our team ensured that one can perform various checks before you begin your migration in order to pinpoint any flaws.
Simplify Your Freshdesk Import
The greatest benefit of our import wizard is that you don’t have to set up a thing to begin importing all the information to Freshdesk. Exactly, no coding, no documents involved.
Migrate support history the right way
Have a piece of mind understanding that the support history arrives at Freshdesk unchanged. Hence, we diligently test drive our migration method before every launch. We want you to have the greatest experience possible and continue to work on our solution.
3 Reasons to Choose Us
Risk-free experience
We fully understand the value of your personal and ticket information. Hence, we take all the necessary measures to secure it. Any information you give us during the import process is confidential.
Get an import expert
Our team will be glad to resolve any questions you might have. And also help you through the process and ensure that everything works the properly.
Consistent accuracy of records
Our tech team made sure that your support history remains unaltered all the way through the migration process. All of the relations remain intact so you get records that are easy to search 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
The way automatic Freshdesk migration functions
Getting ready for the Import
No import is possible without preparation.Hence, make sure you head over and create custom fields and agent profiles in Freshdesk. In addition, make sure you disable triggers and automation rules.
Connect Outlook
When you’ve taken care of all the users, you will have to grant the necessary credentials to your Outlook. Without them, we won't have the ability to get data, which means that the migration process won't start.
Connect Freshdesk
When the Outlook is connected, you need to give the credentials for your Freshdesk. That is how out import wizard will understand where to migrate the tickets and the rest of the support data.
Say what records to import
Let us know what sorts of data you would like to relocate. To ensure all the your information is moved adequately, you will also need to match up ticket fields. Let us know the way you want fields to be matched and we will do all the job for you.
Try and test the tool upfront
Before we start importing all the records to Freshdesk, you get an absolutely free test. During the demo, you will be able to see a small portion of your data in Freshdesk.
Import all records to Freshdesk
Once you tested the import wizard and ready to migrate all your tickets, we recommend that you pick a time when your support customer support is the least busy 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 are able to request a free demonstration where you will get a chance to test things out beforehand.
Import to Freshdesk together with our expert
If importing things on your own just isn’t your cup of tea, you may always ask our professionals to help you out.