Moving Records from Zendesk to HubSpot Service Hub

Migrating from Zendesk to your HubSpot Service Hub certainly needs some amount of preparation before the actual process. It might 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 migrating your records from Zendesk to your HubSpot Service Hub, we can help make the transition seamless.

Lack of IT or Tech Support Crew

The transition approach you choose is significant as it can affect the result of the transfer. You must apply the most trustworthy approach, or you run the risk of losing data.

In addition to that risk, you cannot be certain that your IT crew can perform such a complicated task.

Yes, the most noticeable problem companies deal with is the lack of expertise of the tech support team as it pertains to the exportation process.

Congested Vendors

When organizations out there don’t have the resources to control the transition process, they may need help from help desk software providers.

However, vendors mostly don’t want to spend their own team members to assist you move from their system to another one. This makes transferring essential data to a new help desk even more exhausting.

The Danger of Manual Transfer

The other way is a money-saver because you can also complete the entire transfer yourself and save a lot of costs creating a file with all of your customer records.

Nevertheless, there’s a possibility that the created CSV file might have the unsuitable format. Therefore, your HubSpot Service Hub won’t be able to read it.

Of course, you can try reformatting the whole thing yourself but there’s an even greater chance that you can make the whole thing corrupt or worse.

How to Make Zendesk Export Easy

Exporting data from Zendesk to your HubSpot Service Hub shouldn’t puzzle your company. We get the needs of businesses and why they demand safe and successful data transition. And we can help you organize an effective transition of records and go on with your business really soon.

Export from Zendesk to HubSpot Service Hub

Here’s The way we Can Serve You

We have been helping organizations move their data to new help desks for quite some time.

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

Our tool for an automated migration process copes with the a lot of tasks and has these benefits:

Time Saver

You won’t get stuck staring at your monitor and wanting the progress bar to move on. Go on with running your business as if it’s a ordinary workday.You don’t have to spend undetermined amount of time to manage every stage on your own.

Unlimited Testing

We recognize that you want your data secure. Most help desks have backups, but we don’t want you to fall back upon that. With unlimited testing, you can ask for demo migration to detect any issues and eliminate them before the exportation.

Successful Data Exchange

Using 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 leave a request and then get a ready-to-use resolution for your transition.

100% Ticket Integrity

Migrate each customer request and more with all the information uncut. Our migration app works flawlessly that ticket corrupting is practically impossible. The automatic process undergoes inspecting and adjusting regularly.

Our Service Guarantees

Privacy and Confidentiality

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

Committed Support Team

We have our dedicated team members on standby to assist you with any problems you might have. We can also lead you through the process and stay with you until everything is as planned.

100% Data Integrity

Our automated tool is continually checked and upgraded to meet your needs. Migrate 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 Works

Step

Preparing Before the Process

Preparation is the key to successful help desk migration. To begin with, you will need to access your HubSpot Service Hub and set up agent profiles and custom fields there. If there are other things you must do, our crew will contact you immediately.

Step

Connecting Zendesk

You will have to to grant us with your Zendesk login info to be able to perform the export. These are required so that our app can use files from your Zendesk.

Step

Linking HubSpot Service Hub

In the same way, certain permits from your target help desk software will be asked for to move on with the migration. Thus, our tool can link each of the platforms for the data migration process.

Step

Controlling Data Transport

You can determine which records you want to move and adjust them to be exported to the HubSpot Service Hub. The data migration process is under your control until it’s completed as you wish.

Step

Demo Run

We highly suggest that you perform a test run before the actual process. That’s why we propose our Free Demo Migration. Using this test tool, you can move a limited number of customer queries which you can then overview to ensure of acquiring the right outcome.

Step

Migrating to HubSpot Service Hub

Finally, once you’re satisfied with the demo migration, it’s time to start out exporting data to your new help desk. Pick out an off-peak period where your support team aren't full with work and begin the exporting process. [/spin]