Transferring Information Get from Zendesk® to Halo Service Solutions

Moving from Zendesk® to your Halo Service Solutions certainly needs certain preparation before the actual process. It might sound easy, but data migration is a complicated process that might result in the loss of information if you’re not watchful. However, if you experience problems moving your records from Zendesk® to your Halo Service Solutions, we can help make the transition more simple.

Lack of IT or Tech Support Staff

The migration approach you decide on is crucial as it can affect the result of the transfer. You must use the safest way, or you are in danger of losing data.

In addition to that risk, you cannot make sure that your IT crew can carry out such a complicated assignment.

Yes, the biggest challenge businesses deal with is the lack of expertise of the tech support team as it pertains to the exportation process.

Congested Help Desk Providers

When businesses out there don’t have the resources to handle the exportation process, they may look for help from help desk software providers.

However, help desk software suppliers usually don’t want to share their own personnel to help you switch from their system to another one. This makes transferring important data to a new help desk even more complicated.

The Risk of Manual Transfer

This technique is the most affordable one while you can also complete the entire transfer yourself and save a lot of expenses creating a file with all of your customer data.

Although, there’s a probability that the produced CSV file might have the incorrect format. So, your Halo Service Solutions will not be capable of reading it.

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

How to Make Zendesk® Export Easy

Transferring data from Zendesk® to your Halo Service Solutions shouldn’t stump your company. We are familiar with the needs of businesses and why they demand safe and successful data export. And we can help you conduct an successful transfer of data and move on with your business really soon.

Export from Zendesk® to Halo Service Solutions

Here is The way we Can Assist You

We have been helping businesses transition their information to new help desks for quite some time.

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

Our application for an automated migration process tackles the whole lot of tasks and has these benefits:

Time Saver

You won’t have to stop staring at your device and willing the progress bar to move on. Go on with running your business as if it’s a normal weekday.You don’t need to waste hours to control every stage alone.

Unlimited Testing

We realize that you want your records to be safe. Most help desks have backups, but we don’t want you to fall back upon that. With unlimited testing, you can opt for trial runs to determine any issues and deal with them before the transition.

Successful Data Move

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

100% Ticket Integrity

Move each customer request and more with all the information untouched. Our migration app works flawlessly that ticket corrupting is practically unreal. The automated process goes through checking and balancing regularly.

Our Company Guarantees

Privacy and Confidentiality

All information you entrust to us will be kept strongly confidential and away from prying eyes. Be assured, your passwords and other private information will be safe and sound. We’ll only exploit your data during the transition process.

Devoted Support Team

We have a support team on standby to support you with any problems you might have. We can also lead you through the process and stay with you until everything works as intended.

100% Data Integrity

Our automatic tool is regularly tested and scaled to meet your needs. Migrate data smoothly with no 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 Functions

Step

Preparing Before the Process

Getting ready is the key to successful help desk migration. First of all, you will need to access your Halo Service Solutions and set up agent profiles and custom fields there. If there are other things you must do, our team members will let you know.

Step

Connecting Zendesk®

You will have to to give us access to your Zendesk® login info to be able to perform the export. This is obligatory so that our service can access data from your Zendesk®.

Step

Linking Halo Service Solutions

Likewise, certain permits from your new help desk system will be asked for to move on with the migration. Thus, our tool can connect both of your accounts for the data exportation process.

Step

Controlling Data Transport

You can choose which records you want to move and adjust them to be exported to the Halo Service Solutions. 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 perform a free trial before the actual process. That’s why we propose our Free Demo Migration. Using this demo tool, you can migrate a small number of tickets which you can then examine to make certain of reaching the right outcome.

Step

Migrating to Halo Service Solutions

Lastly, once you’re happy with the demo migration, it’s time to start exporting data to your new platform. Find an uncrowded period when your support reps aren't full with work and finalize the migration procedure. [/spin]