Import to Freshdesk from SmarterTrack
Say you tried to move your support history from SmarterTrack to Freshdesk, chances are you we’ve encountered some challenges. And you are not alone because many help desk solutions want to trap down you into their ecosystem. But don’t worry, because there is an alternative which requires minimal time and energy.
Few Import Options
Freshdesk does indeed offer a solution to import your records straight from Zendesk and Gmail. In cases where you’re migrating from some other source, then you have to either utilize their API or get your CSV document ready. Suffice to say, native import tools don’t do the job as you imagine.
Absence of a Qualified Personnel
One more way to import info to Freshdesk is by using their API. However, you should have 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 hardly any guarantee that the script they will come up with will be able to get the task done.
Doing It By hand Is Generally High stakes
Last of all, there’s the case of importing tickets manually which may result in both good results and failure. Indeed, the experience can be either a challenge which will cause data corruption or you find a way to handle things on your own, which is very unlikely.
Data Migration Needs To Be Easy
Importing information to Freshdesk shouldn’t be such a hindrance. In fact, it must be as effortless as one-two-three. Why waste your time on transferring tickets from one place to another when you can keep delivering outstanding service? Here’s how you can accomplish this with us!
Move from SmarterTrack to FreshdeskWays Our Service Can Help
With many years of practical knowledge at our disposal, we are familiar with data migration like no one else.
Be it a help desk or some other type of ticketing program, we can move all your tickets, contacts, and more in just a couple of steps.
Here’s what you will undoubtedly be getting choosing our team of Freshdesk import experts!
Minimise or Prevent Downtime
Why spare hours or in many cases days controlling the migration process if you can let us take care of it? Cut down on the time it takes shift to Freshdesk; reduce discomfort for your staff and consumers.
Testing Done Correctly
Each migration process should include a screening phase. Our experts ensured that one can perform several checks before starting your migration so that you could isolate any weak spots.
Make your Tickets Import Easy
The best part about our tool is that you don’t have to install anything at all to begin with importing all your data to Freshdesk. That’s right, no scripts, no documents are needed.
Migrate data to Freshdesk accurately
We want you to have a piece of mind understanding that the tickets history gets to Freshdesk unchanged. For that reason, we diligently test drive our migration method before every launch. We want you to have the very best experience possible and continue to work on our solution.
Why Work with Us
Safe experience
We apprehend the value of your personal and ticket information. Therefore, we take all the necessary measures to secure it. The info you give us in the course of the import process is confidential.
Get an import expert
Our account manager will be glad to give answers to any questions you may have. And in addition help you through the import and make sure that everything operates the properly.
Preserved data accuracy
Our development team ensured that your help desk data remains unaltered in the course of the migration process. All the relations stay unchanged 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 auto Freshdesk tickets export happens
Arranging the Import
No import is possible without ground work.Hence, it is important to head over and set up custom fields and agent profiles in Freshdesk. On top of that, make sure you switch off triggers and automation rules.
Connect SmarterTrack
When you’ve created all the user profiles, you will need to give the mandatory credentials to your SmarterTrack. Without them, we won't have the ability to fetch records, which means that the migration process won't begin.
Connect Freshdesk
The instant the SmarterTrack is hooked up, you have to grant the credentials for your Freshdesk. This way out import wizard can understand where to import the tickets and the rest of the support data.
Tell us what to transfer
Let us know what sorts of records you need to move. To make sure that all the your information is moved adequately, you will also need to match ticket fields. Let us know the way you want fields to be matched and we will do all the job for you.
Try out the service before you start
Before we proceed to importing all your records to Freshdesk, you get a no cost tryout. During the presentation, you will be able to review a small portion of your data in Freshdesk.
Import all support history to Freshdesk
Right after you tested the import tool and ready to migrate all your tickets, determine a quiet time when you get the least new tickets. And start the import!
Hear from our happy 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.
Automated data migration
If you want to observe how our tool works, you may request 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 can always ask our experts to help you out.