Import to Freshdesk from Zoho Mail
If you tried to relocate your support history from Zoho Mail to Freshdesk, quite likely you we’ve encountered some obstacles. And you are not alone because many help desk solutions try to lock 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 ways to import your data straight from Zendesk and Gmail. In cases where you’re migrating from some other source, then you should either use their API or get your CSV document prepared. Suffice to say, out of the box import apps don’t perform as expected.
Lack of a competent Staff
An additional way to import data to Freshdesk is by using their API. Though, you will need a dedicated IT expert who could complete this type of a task.
And if you don’t have one already, you will have to find them. But, there’s very little guarantee that the code they will create will get the job done.
Doing It Manually Can Be High stakes
Last of all, there’s the case of importing tickets by hand which could turn into both good results and failure. Indeed, the experience can be either a nightmare which will result in data corruption or you manage to handle things by yourself, which is extremely unlikely.
Data Migration Must Be Effortless
Importing information to Freshdesk shouldn’t be such a complication. In fact, it must be as effortless as one-two-three. Why spend 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 Zoho Mail to FreshdeskWhat Our Team Can Do for You
With years of expertise at hand, we are familiar with data migration like no one else.
Be it a help desk or any other ticketing tool, we can migrate all your tickets, contacts, and more in just a couple of steps.
Here’s the things you are going to be getting choosing our team of Freshdesk import experts!
Minimize or Eliminate Downtime
Why allocate work hours or perhaps days supervising the migration process if you can let us take care of it? Cut the time needed to switch to Freshdesk; get rid of pain for support agents and consumers.
Testing Done Correctly
Every migration process should involve a screening step. Our experts ensured that you can perform various tests before starting your migration so that you can find all the weak spots.
Make your Tickets Import Easy
The greatest benefit of our import wizard is that you don’t have to setup anything at all to begin with moving all your information to Freshdesk. Exactly, no scripts, no files involved.
Migrate data properly
Have a piece of mind understanding that the tickets history gets to Freshdesk unchanged. That is why, we meticulously test our migration method before every release. We want you to have the greatest experience possible and always work on our solution.
Why Work with Us
Safe experience
We apprehend the value of your personal data and support history. Therefore, we take all the necessary measures to secure it. All information you provide us in the course of the import process is undisclosed.
Assisted import
Our team will be glad to give answers to any questions you may have. And in addition guide you throughout the process and ensure that everything operates the best way.
Maintained accuracy of records
Our development team made sure that your support history stays unaltered in the course of the migration process. All the connections stay intact so you get data 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
How automatic Freshdesk migration happens
Arranging the Import
No import is good without preparation.Hence, it is important to go and set up custom fields and agent profiles in Freshdesk. On top of that, make sure to turn off triggers and automation rules.
Link Zoho Mail
Once you’ve taken care of all the users, you have to give the required credentials to your Zoho Mail. Without them, we won't be able to fetch data, and therefore the migration process won't begin.
Link Freshdesk
Right after the Zoho Mail is connected, you have to grant the credentials for your Freshdesk. This way out import wizard can understand where to migrate the tickets and the rest of the support data.
Tell us what records to import
Let us know what types of data you need to migrate. To make sure that all the your data is moved accurately, you will also need to match up ticket fields. Let us know the way you want fields to be matched up and we will do all the job for you.
Try and test the tool upfront
Before we begin importing all the records to Freshdesk, you get a free of charge tryout. During the presentation, you will be able to see a small amount of your data in Freshdesk.
Import all tickets to Freshdesk
Right after you tried the import tool and ready to move all your data, we encourage that you pick a time when your support customer support is the least busy and launch the import.
Hear from our satisfied customers
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 ask for a free demonstration where you will get a chance to test things out in advance.
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.