Transferring Records from Zendesk to Dynamics 365

Switching from Zendesk to your Dynamics 365 certainly needs certain preparation before the actual process. It may look easy, but data migration is a complex process that might result in the loss of information if you’re not cautious. However, if you undergo troubles transferring your records from Zendesk to your Dynamics 365, we can help make the migration more simple.

Lack of IT or Tech Support Staff

The migration method you decide on is crucial as it can impact the success of the transfer. You have to use the safest method, or you run the risk of losing data.

On top of that risk, you cannot make certain that your tech support staff can carry out such a complicated assignment.

Yes, the most noticeable challenge companies deal with is the lack of practice in terms of the tech support team in regards to the import process.

Congested Help Desk Providers

When businesses out there don’t have the time to handle the exportation process, they may require support from help desk software providers.

Although, help desk software suppliers mostly don’t want to spend their own staff to assist you leave their help desk to another one. This makes exporting important data to a new help desk even more complex.

The Risk of Manual Transition

This way is the most affordable one while you can also conduct the full export yourself and save a lot of expenses creating a file with all of your customer info.

Nevertheless, there’s a likelihood that the developed CSV file might have the wrong format. As a result, your Dynamics 365 will not be capable of reading it.

Of course, you can attempt reformatting all of it yourself but there’s an even greater possibility that you can make the whole thing unsuitable or much worse.

How to Make Zendesk Export Easy

Importing data from Zendesk to your Dynamics 365 should not stump your company. We are familiar with the needs of businesses and why they demand risk-free and successful data export. And we can help you make an effective migration of information and continue your work really soon.

Export from Zendesk to Dynamics 365

Here is The way we Can Assist You

We have been helping businesses move their information to new help desks for years.

So, we’re experienced in the process and the eccentricities one must manage for a successful transfer as nobody else.

Our application for an automated exportation process tackles the whole lot of problems and has the following benefits:

Time Saver

You won’t have to stop looking at your device and willing the progress bar to move. Continue running your business as though it’s a normal weekday.There’s no need to spend several hours to regulate each action by yourself.

Unlimited Testing

We realize that you need your records to be safe. Most help desks have backups, but we don’t want you to fall back upon that. With unlimited demo tryouts, you can opt for demo migration to detect any problems and address them before the migration.

Successful Data Move

With the help of our automated tool, you won’t have to wait for a script or code to be made. With the aid of our migration tool, you just have to submit a request and then get a ready-to-use tool for your transition.

100% Ticket Integrity

Move each customer request and more with all the information untouched. Our migration app works properly that ticket corrupting is close to unreal. The automatic process undergoes testing and adjusting on a regular basis.

Our Company Guarantees

Privacy and Confidentiality

All information you provide to us will be kept strongly confidential and away from prying eyes. Be sure, your passwords and other private information will be protected. We’ll only exploit your information during the transferring process.

Devoted Support Team

We have a support team always ready to support you with any issues you might have. We can also walk you through the procedure and stay with you until everything works as intended.

100% Data Integrity

Our automatic tool is continually tested and scaled to provide what you need. Transfer data smoothly with no data missing.

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 Functions

Step

Preparing Before the Process

Getting ready is the essential step of successful help desk migration. First of all, you will need to access your Dynamics 365 and set up agent profiles and custom fields there. If there are other things you should do, our team members will inform you.

Step

Connecting Zendesk

You will have to to give us access to your Zendesk login details to be able to carry out the transition. This is obligatory so that our tool can request info from your Zendesk.

Step

Linking Dynamics 365

In the similar way, certain permits from your new help desk system will be required to continue the export. Thus, our tool can connect both accounts for the data migration process.

Step

Controlling Data Transport

You can choose which data you want to migrate and adjust them to be migrated to the Dynamics 365. The data migration process is under your control until it’s completed as you want it to.

Step

Test Run

We highly recommend that you execute a free trial before the actual thing. For this purpose, we propose our Free Demo Migration. Exploiting this demo tool, you can move a limited number of customer requests which you can then check to be sure of getting the right outcome.

Step

Migrating to Dynamics 365

Lastly, when you’re happy with the result, it’s time to begin migrating data to your new platform. Choose an off-peak time where your support agents aren't too busy and start the migration procedure. [/spin]