Import to Freshdesk from Salesforce Service Cloud
If you tried to relocate your data from Salesforce Service Cloud to Freshdesk, it is likely that you we’ve experienced some troubles. And you are not alone as most help desk solutions try to trap down you into their ecosystem. But don’t worry, as there is a solution that requires minimal time and energy.
Few Import Choices
Freshdesk does provide ways to import your records directly from Zendesk and Gmail. In cases where you’re migrating from a different source, then you need to either utilize their API or get your CSV file organized. Suffice to say, out of the box import apps don’t do the job as you imagine.
Lack of a competent Staff
Another way to import records to Freshdesk is to use their API. However, you may need a dedicated IT skilled practitioner who can fulfill this sort of a task.
In case you don’t have one already, you will need to find them. Nonetheless, there’s no guarantee that the code they will come up with will be able to get the task done.
Doing It Manually Is Often Risky
Last of all, there’s the case of importing tickets by hand which could result in both success and failure. Indeed, the process can be either a nightmare which will contribute to data corruption or you find a way to execute things yourself, which is highly unlikely.
Data Migration Should Be Effortless
Importing information to Freshdesk shouldn’t be such a challenge. In fact, it should be as simple 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 how you can do this with us!
Move from Salesforce Service Cloud to FreshdeskWhat Our Team Can Do for You
With years of expertise at hand, we understand data migration like no other.
Be it a help desk or some other form of ticketing application, we will move all your tickets, contacts, and more in just a few steps.
Here’s the things you are going to be getting deciding to work with our team of specialists!
Reduce or Eradicate Downtime
Why spend work hours or perhaps days organizing the migration process when you can leave it to us? Cut down the amount of time needed to transition to Freshdesk; avoid issues for employees and consumers.
Testing Done Correctly
Every migration process should involve a testing phase. Our specialists made sure that you are able to do a number of checks before you start your migration so you can pinpoint any kind of weak spots.
Make your Tickets Import Easy
The greatest benefit of our import wizard is that you don’t need to install anything to begin with migrating all your tickets to Freshdesk. That’s right, no developers, no files are required.
Migrate tickets properly
Have a piece of mind knowing that the support history reaches its destination safely. Therefore, we thoroughly test drive our migration method before each release. We want you to have the greatest experience possible and keep up the work on our solution.
Why Work with Us
Safe experience
We understand the value of your personal and ticket data. So, we do whatever depends on us to protect it. Any of the data you give us throughout the time of the import process is secret.
Assisted import
Our agents will be happy to resolve any questions you might have. And in addition give you guidance throughout the process and make sure that everything functions the right way.
Sustained accuracy of records
Our development team made sure that your support history remains unaltered during the migration process. All the connections stay unaffected so you get records that are easy to browse 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 automated Freshdesk migration functions
Arranging the Import
No import is good without prep work.Hence, you should head over and create custom fields and agent profiles in Freshdesk. On top of that, ensure that you deactivate triggers and automation rules.
Link Salesforce Service Cloud
Once you’ve set up all the users, you will need to provide the needed credentials to your Salesforce Service Cloud. Without them, we won't be able to fetch data, which means that the migration process won't launch.
Link Freshdesk
Once the Salesforce Service Cloud is linked, you will need to give the credentials for your Freshdesk. That way out import wizard can understand where to transfer the tickets and the rest of the support data.
Tell us what records to import
Let us know what types of data you wish to move. To ensure that all your data is migrated the right way, you will also need to match ticket fields. Let us know how you want fields to be mapped and we will do all the job for you.
Try and test the import wizard upfront
Before we move on to importing all the data to Freshdesk, you get an absolutely free trial. During the presentation, you will be able to inspect a small amount of your data in Freshdesk.
Import all data to Freshdesk
Once you evaluated the import tool and ready to transfer all your data, we encourage that you pick a time when your support customer support is the least busy and begin the import.
Hear from our satisfied 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.
Automatic data import
If you want to see 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 with our expert
If relocating things on your own just isn’t your cup of tea, you may always ask our professionals to help you out.