Import to Freshdesk from SherpaDesk
Say you tried to relocate your data from SherpaDesk to Freshdesk, chances are high you we’ve encountered some challenges. And you are not alone as many help desk solutions want to trap down you into their ecosystem. But don’t worry, as there is a solution that requires virtually no time and energy.
Slim Import Choices
Freshdesk does indeed provide a way to import your data directly from Zendesk and Gmail. In cases where you’re migrating from another source, then you should either utilize their API or get your CSV file prepared. Suffice to say, native import apps don’t function as you imagine.
Absence of a competent Team
One more way to import records to Freshdesk is to use their API. But, you need a dedicated IT professional who will be able to carry out this kind of a task.
In case you don’t have one already, you will need to find them. But, there’s no guarantee that the code they will provide will be able to get the work done.
Doing It By hand Is Often Risky
Lastly, there’s the case of importing tickets by hand which can lead to both success and failure. Indeed, the experience can be either a nightmare which will result in data corruption or you find a way to handle things by yourself, which is highly unlikely.
Data Migration Needs To Be Effortless
Importing data to Freshdesk shouldn’t be such a challenge. In fact, it should be as easy as one-two-three. Why waste time on transferring tickets from one place to another when you can work on winning your customers? Here’s how you can achieve this with us!
Move from SherpaDesk to FreshdeskWays Our Service Can Help
With many years of experience under our belt, we know data migration like no other.
Be it a help desk or some other type of ticketing application, we will relocate all your tickets, contacts, and more in just a few steps.
Here’s the things you will be getting with the help of our team of specialists!
Minimise or Eradicate Downtime
Why spare work hours or even days dealing with the migration process when you can let us take care of it? Reduce the time and effort it takes migrate to Freshdesk; eliminate pain for your support agents and customers.
Testing Done Right
Each migration process should involve a testing step. Our experts ensured that you are able to run several checks before you start your migration so it is possible to pinpoint all the weak points.
Take the Pain out of your Freshdesk import
The best benefit of our import wizard is that you don’t need to deploy anything at all to begin with migrating all your information to Freshdesk. That's correct, no scripts, no files are required.
Migrate data to Freshdesk correctly
Have a piece of mind knowing that everything you're importing gets to Freshdesk successfully. That is why, we carefully test drive our migration method before each release. We want you to have the best experience possible and always work on our solution.
Why You Should Use Our Service
Secure experience
We understand the value of your personal data and support history. Therefore, we take all the necessary measures to safeguard it. All info you give us in the course of the import process is undisclosed.
Get an import expert
Our agents will be happy to answer any questions you might have. And in addition give you guidance throughout the import and confirm that everything operates the proper way.
Preserved accuracy of records
Our developers made sure that your data stays unaltered in the course of the migration process. All the connections stay intact so you get records that are easy to browse 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 export works
Preparing for the Import
No import is possible without prep work.Hence, you should go and create custom fields and agent profiles in Freshdesk. On top of that, ensure that you turn off triggers and automation rules.
Connect SherpaDesk
When you’ve set up all the profiles, you need to give the needed credentials to your SherpaDesk. Without them, we won't be able to fetch records, which implies that the migration process won't begin.
Connect Freshdesk
The instant the SherpaDesk is linked, you will need to provide the credentials for your Freshdesk. This way out import wizard can understand where to move the tickets and the rest of the support data.
Tell what records to migrate
Let us know what sorts of data you wish to transfer. To make sure that all the your data is relocated properly, you will also need to map ticket fields. Let us know how you want fields to be matched up and we will do all the job for you.
Test drive the import wizard beforehand
Before we proceed to importing all the data to Freshdesk, you get a totally free tryout. During the presentation, you will be able to check a small amount of your data in Freshdesk.
Import all support history to Freshdesk
After you tried the import tool and ready to transfer all your data, 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 can ask for a free demonstration where you will get a chance to test things out beforehand.
Import to Freshdesk together with our expert
If moving things on your own just isn’t your cup of tea, you may always ask our specialists to help you out.