Import to Freshdesk® from Plain
If you tried to relocate your tickets and related data from Plain to Freshdesk®, it is likely that you we’ve experienced some troubles. And you are not alone because many help desk solutions try to trap down you into their ecosystem. But don’t worry, because there is a solution that calls for little to no time and effort.
Few Import Choices
Freshdesk® does provide a solution to import your data directly from Zendesk and Gmail. In cases where you’re migrating from some other source, then you should either utilize their API or get your CSV document ready. Suffice to say, out of the box import tools don’t perform as you imagine.
Lack of a competent Personnel
An additional way to import info to Freshdesk® is with their API. Though, you need a dedicated IT skilled practitioner who could fulfill such 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 create will be able to get the task done.
Doing It Manually Is Generally Risky
Last of all, there’s the case of importing tickets by hand which may turn into both success and failure. Indeed, the process can be either a challenge which will result in data corruption or you find a way to handle things on your own, which is extremely unlikely.
Data Migration Must Be Effortless
Importing information to Freshdesk® shouldn’t be such an obstacle. 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 Plain to Freshdesk®What Our Team Can Do for You
With years of knowledge at our disposal, we understand data migration like no other.
Be it a help desk or any other ticketing software system, we will migrate all your tickets, contacts, and more in just a few steps.
Here’s the things you will undoubtedly be getting deciding to work with our team of specialists!
Minimize or Prevent Downtime
Why allocate work hours or in many cases days handling the migration process when you can leave it to us? Reduce the amount of time needed to transition to Freshdesk®; eliminate discomfort for company and consumers.
Testing Done Correctly
Every migration process should involve a testing step. Our specialists made sure that anyone can do a number of checks prior to starting your migration to enable you to find any of the weak spots.
Make your Tickets Import Easy
The greatest benefit of our import wizard is that you don’t need to setup anything to begin with relocating all your information to Freshdesk®. Exactly, no scripts, no files involved.
Migrate data the right way
Have a piece of mind knowing that the support history reaches its destination unchanged. For that reason, we rigorously test drive our migration method before every release. We want you to have the excellent experience possible and continuously work on our solution.
Why Work with Us
Safe experience
We realize the value of your personal data and support history. So, we do whatever depends on us to secure it. The data you give us in the course 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 ensure that everything operates the best way.
Maintained accuracy of records
Our development team made sure that your help desk data stays unaltered during the migration process. All the relations stay 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
How auto Freshdesk® tickets export functions
Arranging the Import
No import is good without ground work.Hence, we suggest you go and create custom fields and agent profiles in Freshdesk®. On top of that, be sure to switch off triggers and automation rules.
Link Plain
Once you’ve created all the user profiles, you have to provide the requested credentials to your Plain. Without them, we won't have the ability to fetch data, which means that the migration process won't begin.
Link Freshdesk®
Right after the Plain is hooked up, you will have to give the credentials for your Freshdesk®. That way out import wizard can understand where to move the tickets and the rest of the support data.
Tell us what records to transfer
Let us know what types of data you want to migrate. To ensure that all your information is migrated correctly, 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 service before you start
Before we begin importing all the data to Freshdesk®, you get a cost-free trial. During the presentation, you will be able to check a small portion of your data in Freshdesk®.
Import all tickets to Freshdesk®
Once you tested the import tool and ready to relocate all your tickets, we encourage that you pick a time when your support customer support is the least busy and initiate 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 may ask for a free demonstration where you will get a chance to test things out beforehand.
Import to Freshdesk® with our expert
If relocating things on your own just isn’t your cup of tea, you may always ask our experts to help you out.