Moving Records from Zendesk to SherpaDesk

Migrating from Zendesk to your SherpaDesk certainly needs certain preparation before the actual process. It can sound easy, but data export is a complicated process that might result in the loss of information if you’re not careful. However, if you encounter problems moving your data from Zendesk to your SherpaDesk, we can help make the transfer easier.

Lack of IT or Tech Support Crew

The transition technique you pick is crucial as it can influence the outcome of the transfer. You must apply the safest way, or you run the risk of losing data.

In addition to that risk, you cannot make sure that your IT team will be able to conduct such a complex task.

Yes, the most noticeable challenge firms face is the lack of experience of the technical support team when it comes to the transferring process.

Congested Vendors

When organizations out there don’t have the opportunity to handle the exportation process, they may look out for assistance from help desk software vendors.

Although, help desk software suppliers mostly don’t want to spare their own team members to help you switch from their platform to another one. This makes transitioning important data to a different help desk even more puzzling.

The Danger of Manual Export

The other way is the cheapest while you can also complete the full transfer yourself and save a lot of expenses creating a file with all of your information.

However, there’s a probability that the produced CSV file might have the incorrect formatting. As a result, your SherpaDesk won’t be capable of reading it.

Of course, you can try reformatting all of it yourself but there’s an even bigger possibility that you can make everything unusable or worse.

How to Make Zendesk Export Easy

Importing data from Zendesk to your SherpaDesk should never confuse your company. We are familiar with the needs of businesses and why they need risk-free and successful data transfer. And we can help you make an efficient transition of data and move on with your responsibilities as soon as possible.

Export from Zendesk to SherpaDesk

Here’s The way we Can Help Your Company

We have been helping organizations move their records to other help desks for quite some time.

So, we’re knowledgeable about the process and the eccentricities one must manage for a successful export perfectly.

Our tool for an automated transition process deals with the whole lot of tasks and has the next pros:

Time Saver

You won’t get stuck glaring at your device and waiting for the progress bar to go forth. Carry on with running your business as if it’s a ordinary weekday.You don’t need to spend undetermined amount of time to control every step by yourself.

Unlimited Testing

We recognize that you require your information harmless. Most help desks have backups, but we don’t want you to fall back upon that. Using our unlimited demo tryouts, you can opt for demo migration to identify any issues and correct them before the transition.

Successful Data Exchange

Using our automated application, you won’t have to wait for a script or code to be written. With the help of our migration service, you just have to submit a request and then get a ready-to-use resolution for your migration.

100% Ticket Integrity

Migrate each customer request and more with all the information untouched. Our migration app works flawlessly that ticket corrupting is close to unreal. The automatic process undergoes inspecting and balancing regularly.

Our Service Guarantees

Privacy and Confidentiality

All personal information you trust to us will be kept purely confidential and far from prying eyes. Be sure, your passwords and other secret information will be protected. We’ll only exploit your information during the export process.

Committed Support Team

We have our dedicated team members prepared to help you with any requests you might have. We can also support your throughout the process and stay with you until everything is as planned.

100% Data Integrity

Our automated tool is continually examined and scaled to meet your needs. Move data quickly with no data 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 basic stage of successful help desk migration. First of all, you will need to access your SherpaDesk and set up agent accounts and custom fields there. If there are other things you should do, our staff will let you know.

Step

Connecting Zendesk

You will have to to give us access to your Zendesk login credentials to be able to perform the transition. This is obligatory so that our service can request files from your Zendesk.

Step

Linking SherpaDesk

In the same way, certain permits from your future help desk system will be requested to go on with the migration. Thus, our tool can connect both of your accounts for the data migration process.

Step

Controlling Data Transport

You can decide which files you want to transition and arrange them to be migrated to the SherpaDesk. The data migration process is under your control until it’s completed as you see it.

Step

Demo Run

We highly suggest that you conduct a demo migration before the real operation. This is the reason why we have our Free Demo Migration. Exploiting this demo tool, you can move a little number of customer queries which you can then view to make certain of reaching the right result.

Step

Migrating to SherpaDesk

Finally, as soon as you’re content with the outcome, it’s time to start out exporting data from Zendesk to your target system. Choose an off-peak period when your support reps aren't overloaded and start the migration procedure. [/spin]