Transferring Data from Zendesk to Halo PSA

Switching from Zendesk to your Halo PSA obviously requires some amount of preparation before the actual procedure. It may sound easy, but data transfer is a difficult process that might result in the loss of information if you’re not cautious. However, if you encounter issues transferring your records from Zendesk to your Halo PSA, we can help make the export more simple.

Lack of IT or Tech Support Staff

The migration method you pick is significant as it can impact the success of the transfer. You must use the most reliable approach, or you are in danger of losing data.

In addition to that risk, you cannot be certain that your tech support staff will be able to carry out such a complex assignment.

Yes, the biggest issue organizations deal with is the lack of expertise of the technical support team as it pertains to the export process.

Congested Help Desk Providers

When businesses out there don’t have the time to manage the transition process, they may look out for support from help desk software providers.

Although, vendors mostly don’t want to spend their own team members to help you escape their help desk to another one. This makes moving essential data to a different help desk even more puzzling.

The Risk of Manual Transition

This option is the cheapest because you can also finish the complete transfer yourself and save every penny creating a file with all of your customer records.

Nevertheless, there’s a probability that the created CSV file might have the wrong format. As a result, your Halo PSA will not be able to read it.

Of course, you can attempt reformatting everything on your own but there’s an even bigger possibility that you can make everything corrupt or much worse.

Why Make Zendesk Export Difficult?

Importing data from Zendesk to your Halo PSA should not confuse your company. We get the requirements of companies and why they demand risk-free and successful data transition. And we can help you make an effective transition of records and continue your work as soon as possible.

Export from Zendesk to Halo PSA

Here is How We Can Help You

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

So, we’re experienced in the process and the quirks one must beat for a successful transition as nobody else.

Our application for an automated exportation process takes care of the a lot of challenges and has the following perks:

Time Saver

You won’t have to stop looking at your computer and wanting the progress bar to move. Continue running your business as if it’s a normal workday.You don’t have to waste undetermined amount of time to manage each action by yourself.

Unlimited Testing

We realize that you need your information secure. The majority of help desks have backups, but we don’t want you to resort to that. With unlimited demo tryouts, you can request demo migration to detect any issues and correct them before the transfer.

Successful Data Move

With the help of our automated tool, you won’t need to wait for a script or code to be made. By using our export tool, you just have to send a request and then get a ready-to-go resolution for your migration.

100% Ticket Integrity

Move every ticket with all the information uncut. The migration tool works flawlessly that ticket corrupting is close to impossible. The automatic process goes through inspecting and balancing on a regular basis.

Our Company Guarantees

Privacy and Confidentiality

All information you provide to us will be kept purely confidential and away from curious eyes. Be confident, your passwords and other private information will be protected. We’ll only use your information during the transferring process.

Devoted Support Team

We have a support team always ready to help you with any challenges you might have. We will also walk you through the process and stay with you until everything works as intended.

100% Data Integrity

Our automatic tool is constantly examined and upgraded to suit your needs. Transfer data smoothly with no information 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 transfer. To begin with, you will have to access your Halo PSA and create agent profiles and custom fields there. If there are other things you should do, our crew will contact you immediately.

Step

Connecting Zendesk

You’ll need to grant us with your Zendesk login details in order to be able to perform the transition. These are necessary so that our app can access files from your Zendesk.

Step

Linking Halo PSA

In the similar way, certain credentials from your future help desk software will be required to continue the migration. Thus, our tool can link each of the platforms for the data exportation process.

Step

Controlling Data Transport

You can determine which data you want to migrate and adjust them to be migrated to the Halo PSA. You see the data migration process to be completed as you see it.

Step

Test Run

We highly recommend that you execute a demo migration before the actual thing. For this purpose, we propose our Free Demo Migration. Exploiting this trial tool, you can move a limited number of customer queries which you can then view to assure of reaching the right result.

Step

Migrating to Halo PSA

Lastly, when you’re content with the demo results, it's high time to start out exporting data to your new help desk. Choose an uncrowded period when your support representatives aren't too busy and start the exporting process. [/spin]