Moving Data from Zendesk to HelpSpot

Migrating from Zendesk to your HelpSpot obviously requires certain preparation before the actual procedure. It might appear to be simple, but data transfer is a complicated process that might result in the loss of information if you’re not cautious. However, if you encounter issues moving your data from Zendesk to your HelpSpot, we can help make the export easier.

Lack of IT or Tech Support Crew

The transition method you decide on is crucial as it can affect the result of the transfer. It’s best to exploit the most reliable way, or you run the risk of losing data.

In addition to that risk, you cannot be certain that your IT team will be able to conduct such a complicated assignment.

Yes, the biggest problem organizations deal with is the lack of expertise of the tech support team when it comes to the transferring process.

Congested Vendors

When organizations out there don’t have the time to monitor the exportation process, they may look for help from help desk software providers.

Nevertheless, vendors mostly don’t want to spend their own team members to assist you switch from their platform to another one. This makes moving meaningful data to a new help desk even more complicated.

The Danger of Manual Transition

The other option is the most affordable one while you can also make the whole transition alone and save every penny creating a file with all of your information.

Nevertheless, there’s a possibility that the created CSV file might have the incorrect formatting. Therefore, your HelpSpot won’t be capable of reading it.

Of course, you can attempt reformatting the whole thing yourself but there’s an even bigger chance that you can make the whole thing unusable or much worse.

Why Make Things Difficult?

Moving data from Zendesk to your HelpSpot should not stump your company. We are familiar with the requirements of companies and why they require secure and successful data transition. And we can help you organize an effective transition of records and move on with your responsibilities as soon as possible.

Export from Zendesk to HelpSpot

Here’s How We Can Assist You

We have been helping organizations export their information to new help desks for several years.

So, we’re knowledgeable about the process and the quirks one must cope with for a successful transition more than anyone.

Our tool for an automated exportation process manages the whole lot of issues and has these perks:

Time Saver

You won’t get stuck looking at your screen and wanting the progress bar to move on. Go on with running your business like it’s a usual workday.You don’t need to spend undetermined amount of time to manage every step on your own.

Unlimited Testing

We recognize that you need your records secure. The majority of help desks have backups, but we don’t want you to resort to that. With unlimited demo trials, you can request demo migration to detect any issues and eliminate them before the transition.

Successful Data Exchange

Using our automated tool, you won’t need to wait for a script or code to be made. Using our export tool, just send a request and then get a ready-to-use resolution for your transition.

100% Ticket Integrity

Migrate every ticket with all the information untouched. The migration tool works perfectly that ticket corrupting is nearly impossible. The automatic process undergoes inspecting and adjusting regularly.

Our Service Guarantees

Privacy and Confidentiality

All personal information you provide to us will be kept strongly confidential and away from curious eyes. Rest assured, your passwords and other private information will be secure. We’ll only use your information during the transferring process.

Committed Support Team

We have our dedicated team members always ready to support you with any problems you might have. We will also lead you through the operation and stay with you until everything works as planned.

100% Data Integrity

Our automated tool is constantly tested and scaled to provide you with the desired results. Migrate data swiftly without any 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 Works

Step

Preparing Before the Process

Preparation is the essential step of successful help desk transfer. First of all, you will have to access your HelpSpot and create agent profiles and custom fields there. If there are other things you need to do, our crew will let you know.

Step

Connecting Zendesk

You’ll need to give us access to your Zendesk login info in order to be able to conduct the migration. These are required so that our service can request files from your Zendesk.

Step

Linking HelpSpot

In the same way, certain credentials from your new help desk system will be asked for to move on with the transition. This way, our tool can link both of your accounts for the data migration process.

Step

Controlling Data Transport

You can determine which records you want to move and set them to be transferred to the HelpSpot. You can follow the data migration process to be completed as you want it to.

Step

Demo Run

We highly suggest that you execute a free trial before the actual process. That’s why we offer our Free Demo Migration. By using this trial tool, you can move a limited number of customer queries which you can then overview to make certain of getting the right result.

Step

Migrating to HelpSpot

Finally, when you’re happy with the demo migration, it's high time to begin moving records to your new help desk. Pick out an off-peak period where your support reps aren't overloaded and begin the transition procedure. [/spin]