Import to Freshdesk® from Richpanel
Say you tried to relocate your tickets and related data from Richpanel to Freshdesk®, it is likely that you we’ve encountered some challenges. And you are not alone because many help desk vendors want to trap down you into their ecosystem. But don’t worry, because there is a solution which requires no time and effort.
Few Import Choices
Freshdesk® does indeed provide a solution to import your data straight from Zendesk and Gmail. If you’re migrating from some other help desk, then you need to either utilize their API or get your CSV document prepared. Suffice to say, out of the box import tools don’t work as expected.
Absence of a competent Personnel
One more way to import records to Freshdesk® is with their API. But, you will need a dedicated IT professional who could fulfill this particular a task.
In case you don’t have one already, you will have to find them. But, there’s hardly any guarantee that the script they will write will get the task done.
Doing It By hand Is Often Risky
Last of all, there’s the case of importing tickets by hand which may lead to both good results and failure. Indeed, the experience can be either a nightmare which can contribute to data corruption or you find a way to do things by yourself, which is very unlikely.
Data Migration Needs To Be Effortless
Importing information to Freshdesk® shouldn’t be such a challenge. In fact, it should be as effortless as one-two-three. Why spend time on moving tickets from one place to another when you can work on winning your customers? Here’s a way you can do this with us!
Move from Richpanel to Freshdesk®Ways Our Service Can Help
With many years of expertise at our disposal, we are familiar with data migration like no one else.
Be it a help desk or some other type of ticketing application, we will relocate all your tickets, contacts, and more in just a couple of clicks.
Here’s the things you will undoubtedly be getting choosing our team of Freshdesk® import experts!
Minimise or Eradicate Downtime
Why spare work hours or in many cases days supervising the migration process if you can let us take care of it? Cut down on the amount of time it takes migrate to Freshdesk®; get rid of pain for company and consumers.
Testing Done Correctly
Each migration process should involve a testing step. Our experts ensured that you can do multiple checks prior to your migration so it is possible to isolate any of the weak spots.
Make your Tickets Import Easy
The beauty of our import wizard is that you don’t need to deploy anything at all to start moving all of your tickets to Freshdesk®. That’s right, no coding, no files are needed.
Migrate data to Freshdesk® properly
Have a piece of mind knowing that the tickets history gets to Freshdesk® unchanged. Hence, we diligently test drive our migration method before every release. We want you to have the greatest 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. Therefore, we take all the necessary measures to secure it. Any details you give us during the import process is undisclosed.
Get an import expert
Our agents will be happy to give answers to any questions you may have. As well as guide you through the import and make sure that everything works the proper way.
Preserved accuracy of records
Our development team made sure that your help desk data stays unaltered in the course of the migration process. All connections keep 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 automated Freshdesk® tickets export happens
Arranging the Import
No import is possible without prep work.Hence, we suggest you go and set up custom fields and agent profiles in Freshdesk®. Also, make sure to disable triggers and automation rules.
Connect Richpanel
When you’ve set up all the user profiles, you need to give the requested credentials to your Richpanel. Without them, we won't be able to retrieve records, which implies that the migration process won't start.
Connect Freshdesk®
The instant the Richpanel is linked, you will have to grant the credentials for your Freshdesk®. This way out import wizard will know where to import the tickets and the rest of the support data.
Tell us what records to transfer
Let us know what sorts of data you want to transfer. 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.
Try the import wizard before you start
Before we proceed to importing all the data to Freshdesk®, you get a free of charge tryout. During the demonstration, you will be able to review a small portion of your data in Freshdesk®.
Import all support history to Freshdesk®
Right after you tried the tool and ready to move all your tickets, determine a quiet time when you get the least new tickets. And start the import!
Hear from our happy buyers
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 may ask for a free demonstration where you will get a chance to test things out in advance.
Import to Freshdesk® together 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.