Exporting Files from Zendesk to Salesforce Service Cloud

Upgrading from Zendesk to your Salesforce Service Cloud obviously requires some amount of preparation before the actual procedure. It may look simple, but data migration is a complex 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 Salesforce Service Cloud, we can help make the transition effortless.

Lack of IT or Tech Support Team

The export method you pick is significant as it can impact the success of the transfer. You have to exploit the safest method, or you are in danger of losing data.

In addition to that risk, you cannot be certain that your tech support team can cope with such a complicated task.

Yes, the most frequent issue companies face is the lack of practice in terms of the technical support team when it comes to the transition process.

Congested Vendors

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

However, help desk software suppliers usually don’t want to spend their own team members to assist you leave their platform to another one. This makes transferring important data to a new help desk even more complex.

The Danger of Manual Transition

Another approach is the cheapest because you can also finish the whole export alone and save a lot of expenses creating a file with all of your records.

Nevertheless, there’s a probability that the created CSV file might have the incorrect formatting. As a result, your Salesforce Service Cloud will not be able to read it.

Of course, you can try reformatting everything on your own but there’s an even greater chance that you can make everything unusable or even worse.

Why Make Things Difficult?

Moving data from Zendesk to your Salesforce Service Cloud should not confuse your company. We get the requirements of companies and why they demand safe and successful data export. And we can help you complete an effective transition of records and move on with your responsibilities really soon.

Export from Zendesk to Salesforce Service Cloud

Here’s How We Can Help Your Company

We have been helping companies transfer their records to other help desks for a long time already.

So, we’re familiar with the process and the quirks one must manage for a successful export as nobody else.

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

Time Saver

You won’t get stuck looking at your computer and waiting for the progress bar to move. Continue running your business as though it’s a usual weekday.There’s no need to waste undetermined amount of time to manage each step by yourself.

Unlimited Testing

We understand that you need your information harmless. The majority of help desks have backups, but we don’t want you to resort to that. With unlimited testing, you can opt for trial runs to detect any issues and address them before the migration.

Successful Data Transfer

With our automated tool, you won’t need to wait for a script or code to be written. By using our export tool, just submit a request and then receive a ready-to-go resolution for your transition.

100% Ticket Integrity

Export every ticket with all the information uncut. The migration tool works properly that ticket corrupting is practically unreal. The automated process goes through inspecting and adjusting on a regular basis.

Our Service Guarantees

Privacy and Confidentiality

All data you provide to us will be kept purely confidential and far from curious eyes. Rest assured, your passwords and other private information will be safe and sound. We’ll only exploit your data during the transferring process.

Dedicated Support Team

We have agents always ready to help you with any problems you might have. We will also walk you through the procedure and stay with you until everything works as planned.

100% Data Integrity

Our automated tool is consistently examined and upgraded to suit your needs. Transfer data smoothly without any 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 Works

Step

Preparing Before the Process

Preparation is the essential step of successful help desk transfer. To begin with, you will have to access your Salesforce Service Cloud and create agent profiles and custom fields there. If there are other things you must do, our team members will inform you.

Step

Connecting Zendesk

You’ll need to grant us with your Zendesk login details in order to be able to carry out the export. This is obligatory so that our tool can access files from your Zendesk.

Step

Linking Salesforce Service Cloud

Similarly, certain credentials from your future help desk software will be required to continue the export. This way, our tool can connect both accounts for the data exportation process.

Step

Controlling Data Transport

You can decide which data you want to migrate and adjust them to be exported to the Salesforce Service Cloud. You control the data migration process to be completed as you see it.

Step

Trial Run

We highly advise that you execute a demo migration before the real thing. For this purpose, we propose our Free Demo Migration. Using this demo tool, you can migrate a limited number of customer queries which you can then check to be sure of obtaining the right outcome.

Step

Migrating to Salesforce Service Cloud

Finally, when you’re content with the demo migration, it's high time to begin migrating records to your new platform. Pick an uncrowded period where your support agents aren't overloaded and start the migration process. [/spin]