Moving Records from Zendesk to Autotask PSA

Upgrading from Zendesk to your Autotask PSA certainly requires some preparation before the actual procedure. It may look simple, but data migration is a difficult process that might result in the loss of information if you’re not cautious. However, if you encounter issues migrating your data from Zendesk to your Autotask PSA, we can help make the transfer easier.

Lack of IT or Tech Support Crew

The transition method you pick is important as it can affect the success of the transfer. You have to take the hang of the most trustworthy approach, or you run the risk of losing data.

On top of that risk, you cannot be certain that your tech support staff will be able to conduct such a complicated assignment.

Yes, the biggest issue businesses face is the lack of practice in terms of the IT support team in regards to the import process.

Congested Vendors

When organizations out there don’t have the time to manage the migration process, they may look out for support from help desk software vendors.

However, help desk software suppliers usually don’t want to spend their own team members to help you escape their help desk to another one. This makes transitioning important data to a new help desk even more difficult.

The Danger of Manual Transition

The other way is the cheapest as you can also finish the whole export alone and save a lot of costs creating a file with all of your data.

Nevertheless, there’s a chance that the created CSV file might have the unsuitable formatting. So, your Autotask PSA won’t be able to read it.

Of course, you can attempt reformatting everything alone but there’s an even higher possibility that you can make all of it unsuitable or worse.

How to Make Zendesk Export Easy

Exporting data from Zendesk to your Autotask PSA should not confuse your company. We understand the requirements of companies and why they seek out safe and successful data export. And we can help you complete an effective transition of records and go on with your work as soon as possible.

Export from Zendesk to Autotask PSA

Here’s The way we Can Help You

We have been helping organizations move their records to new help desks for a long time already.

So, we’re familiar with the process and the eccentricities one must beat for a successful transition more than anyone.

Our tool for an automated exportation process takes care of the many of challenges and has the following pros:

Time Saver

You won’t get stuck looking at your computer and wanting the progress bar to move on. Continue running your business as though it’s a regular weekday.You don’t have to spend undetermined amount of time to manage each action alone.

Unlimited Testing

We recognize that you need your information secure. The majority of help desks have backups, but we don’t want you to resort to that. Using our unlimited testing, you can ask for trial runs to detect any problems and correct them before the transfer.

Successful Data Exchange

Using our automated tool, you won’t need to wait for a script or code to be made. By using our export service, just leave a request and then receive a ready-to-use resolution for your migration.

100% Ticket Integrity

Migrate each ticket with all the information intact. The migration tool works properly that ticket corrupting is practically unreal. The automated process undergoes inspecting and balancing on a regular basis.

Our Service Guarantees

Privacy and Confidentiality

All personal information you provide to us will be kept purely confidential and away from curious eyes. Rest assured, your passwords and other secret information will be safe and sound. We’ll only exploit your data during the transferring process.

Committed Support Team

We have our dedicated team members always ready to help you with any challenges you might have. We will also walk you through the procedure and stay with you until everything is accomplished.

100% Data Integrity

Our automated tool is continually examined and updated to suit your needs. Transfer data seamlessly without any data loss.

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

Automatic Zendesk Export – How it Works

Step

Preparing Before the Process

Preparation is the essential step of successful help desk transfer. Firstly, you will have to access your Autotask PSA and create agent accounts and custom fields there. If there are other things you must do, our team members will contact you immediately.

Step

Connecting Zendesk

You will need to provide us with your Zendesk login info in order to be able to carry out the export. This is obligatory so that our app can request files from your Zendesk.

Step

Linking Autotask PSA

Similarly, certain permits from your future help desk platform will be asked for to continue the export. This way, our tool can connect each of the platforms for the data migration process.

Step

Controlling Data Transport

You can determine which records you want to migrate and link them to be exported to the Autotask PSA. The data migration process is under your control until it’s completed as you see it.

Step

Demo Run

We highly suggest that you execute a demo migration before the actual process. For this purpose, we provide our customers our Free Demo Migration. Using this test tool, you can migrate a limited number of customer queries which you can then view to assure of attaining the right result.

Step

Migrating to Autotask PSA

Finally, when you’re content with the demo results, it's high time to get started with migrating records to your new platform. Pick an off-peak time when your support representatives aren't too busy and finalize the migration process. [/spin]