Exporting Information Get from Zendesk to ConnectWise

Upgrading from Zendesk to your ConnectWise certainly requires some preparation before the actual process. It might appear to be simple, but data transfer is a complex process that might result in the loss of information if you’re not watchful. However, if you experience troubles migrating your records from Zendesk to your ConnectWise, we can help make the migration effortless.

Lack of IT or Tech Support Team

The export approach you choose is important as it can affect the result of the transfer. It’s best to take the hang of the safest method, or you run the risk of losing data.

In addition to that risk, you cannot make certain that your IT crew can cope with such a difficult assignment.

Yes, the most frequent issue companies face is the lack of experience of the IT support team when it comes to the transferring process.

Congested Vendors

When companies out there don’t have the resources to monitor the migration process, they may look for help from help desk software vendors.

Although, vendors usually don’t want to share their own personnel to help you move from their system to another one. This makes exporting meaningful data to another help desk even more complex.

The Danger of Manual Transfer

Another technique is a money-saver as you can also conduct the whole transition alone and save a lot of expenses creating a file with all of your records.

Although, there’s a possibility that the developed CSV file might have the unsuitable format. As a result, your ConnectWise will not be able to read it.

Of course, you can attempt reformatting everything yourself but there’s an even bigger chance that you can make all of it unusable or worse.

How to Make Zendesk Export Easy

Moving data from Zendesk to your ConnectWise shouldn’t puzzle your company. We understand the needs of companies and why they need risk-free and successful data transition. And we can help you complete an successful transfer of information and go on with your business really soon.

Export from Zendesk to ConnectWise

Here’s The way we Can Serve You

We have been helping companies transition their data to new help desks for years.

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

Our tool for an automated migration process handles the many of problems and has these advantages:

Time Saver

You won’t get stuck staring at your screen and willing the progress bar to move on. Go on with running your business like it’s a regular workday.There’s no need to spend hours to regulate every stage by yourself.

Unlimited Testing

We understand that you want your data to be safe. Most help desks have backups, but we don’t want you to resort to that. Using our unlimited demo tryouts, you can opt for trial runs to determine any issues and correct them before the exportation.

Successful Data Transfer

With our automated process, you won’t need to wait for a script or code to be made. With the aid of our export service, just submit a request and then receive a ready-to-use solution for your migration.

100% Ticket Integrity

Export each ticket with all the information intact. Our migration tool works perfectly that ticket corrupting is close to impossible. The automated process undergoes checking and balancing regularly.

Our Service Guarantees

Privacy and Confidentiality

All data you entrust to us will be kept strictly confidential and away from prying eyes. Rest assured, your passwords and other secret information will be protected. We’ll only use your data during the transition process.

Dedicated Support Team

We have agents on standby to assist you with any issues you might have. We can also lead you through the operation and stay with you until everything is accomplished.

100% Data Integrity

Our automated tool is regularly checked and updated to provide what you need. Migrate data quickly without any information 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 key to successful help desk transfer. Firstly, you will need to access your ConnectWise and create agent accounts and custom fields there. If there are other things you should do, our crew will inform you.

Step

Connecting Zendesk

You will need to provide us with your Zendesk login info in order to be able to conduct the transition. These are required so that our tool can request data from your Zendesk.

Step

Linking ConnectWise

Similarly, certain permits from your target help desk platform will be asked for to move on with the transition. This way, our tool can link both accounts for the data migration process.

Step

Controlling Data Transport

You can choose which records you want to move and arrange them to be migrated to the ConnectWise. The data migration process is under your control until it’s completed as you wish.

Step

Trial Run

We highly advise that you perform a test run before the actual process. That’s why we have our Free Demo Migration. Exploiting this demo tool, you can migrate a small number of tickets which you can then view to ensure of reaching the right outcome.

Step

Migrating to ConnectWise

Finally, once you’re satisfied with the result, it’s time to get started with moving records to your new help desk. Pick an off-peak period when your support team aren't full with work and start the transition process. [/spin]