Moving Information Get from Zendesk to Microsoft Dynamics

Upgrading from Zendesk to your Microsoft Dynamics certainly requires certain preparation before the actual process. It might appear to be easy, but data transfer is a complicated process that might result in the loss of information if you’re not careful. However, if you encounter issues transferring your data from Zendesk to your Microsoft Dynamics, we can help make the migration seamless.

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Lack of IT or Tech Support Crew

The transition method you choose is crucial as it can influence the result of the transfer. It’s best to apply the most trustworthy way, or you run the risk of losing data.

On top of that risk, you cannot be certain that your tech support crew can perform such a complicated assignment.

Yes, the most frequent issue companies face is the lack of expertise of the IT support team in regards to the export process.

Congested Vendors

When organizations out there don’t have the time to manage the exportation process, they may require help from help desk software vendors.

However, vendors usually don’t want to spare their own team members to help you leave their system to another one. This makes exporting meaningful data to a new help desk even more puzzling.

The Danger of Manual Transition

The other technique is a money-saver while you can also complete the full transition yourself and save a lot of costs creating a file with all of your customer data.

However, there’s a likelihood that the created CSV file might have the wrong formatting. So, your Microsoft Dynamics won’t be capable of reading it.

Of course, you can attempt restructuring everything alone but there’s an even greater possibility that you can make all of it unsuitable or even worse.

How to Make Zendesk Export Easy

Transferring data from Zendesk to your Microsoft Dynamics should not puzzle your company. We are familiar with the needs of businesses and why they need safe and successful data transition. And we can help you conduct an efficient transition of records and continue your business really soon.

Export from Zendesk to Microsoft Dynamics

Here’s The way we Can Serve You

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

So, we’re familiar with the process and the eccentricities one must manage for a successful transition perfectly.

Our tool for an automated exportation process handles the whole lot of tasks and has these advantages:

Time Saver

You won’t get stuck looking at your computer and wanting the progress bar to go forth. Go on with running your business like it’s a ordinary workday.You don’t need to spend undetermined amount of time to manage each stage alone.

Unlimited Testing

We recognize that you need your data secure. Most help desks have backups, but we don’t want you to fall back upon that. Using our unlimited testing, you can ask for trial runs to identify any problems and correct them before the migration.

Successful Data Exchange

Using our automated tool, you won’t need to wait for a script or code to be made. With the help of our migration service, you just have to leave a request and then receive a ready-to-use resolution for your migration.

100% Ticket Integrity

Migrate each ticket with all the information untouched. Our migration app works perfectly that ticket corrupting is practically impossible. The automated process undergoes inspecting and balancing on a regular basis.

Our Service Guarantees

Privacy and Confidentiality

All personal information you provide to us will be kept strictly confidential and away from prying eyes. Be sure, your passwords and other secret information will be safe and sound. We’ll only use your data during the export process.

Committed Support Team

We have our dedicated team members always ready to assist you with any requests you might have. We can also lead you through the operation and stay with you until everything is as planned.

100% Data Integrity

Our automated tool is regularly checked and scaled to meet your needs. Migrate data quickly with no information 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 Works


Preparing Before the Process

Preparation is the essential step of successful help desk transfer. First of all, you will need to access your Microsoft Dynamics and set up agent accounts and custom fields there. If there are other things you must do, our crew will let you know.


Connecting Zendesk

You will need to give us access to your Zendesk login credentials to be able to conduct the export. These are required so that our service can request files from your Zendesk.


Linking Microsoft Dynamics

Similarly, certain permits from your target help desk system will be requested to move on with the transition. Thus, our tool can link both of your accounts for the data migration process.


Controlling Data Transport

You can determine which files you want to move and arrange them to be exported to the Microsoft Dynamics. The data migration process is under your control until it’s completed as you wish.


Demo Run

We highly suggest that you execute a test run before the actual operation. That’s why we have our Free Demo Migration. Using this test tool, you can migrate a little number of customer queries which you can then view to be sure of acquiring the right outcome.


Migrating to Microsoft Dynamics

Finally, when you’re satisfied with the outcome, it’s time to begin moving data to your new help desk. Find an off-peak time when your support agents aren't full with work and finalize the transition procedure. [/spin]

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Automated Data Migration

It’s as exactly as we show it. See the entire procedure yourself with our free trial.

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Ask our Professionals to Help along with your Zendesk Export

We have trained support reps that can help you with the whole move process. Receive immediate advice for an efficient export.

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