How the Help Desk Migration Wizard Works

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Set up your help desk data migration in a few clicks: app.help-desk-...
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Twitter: / hdmigration
LinkedIn: / help-desk-migration
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🎯 WHAT OUR SERVICE DOES?
Help Desk Migration is an automated migration service that transfers data between numerous help desk software, including Zendesk, Freshdesk, Freshservice, Jira Service Management, ServiceNow, Salesforce, Hubspot, and more. Also, you can import data to a help desk platform from any source: email provider, CSV, or database.
Whether you run a large enterprise or have a small business, the service enhances both small help desk migrations and complex multi-workload projects. Help Desk Migration imports tickets, contacts, organizations, tags, and attachments without downtime, coding, and hustle.
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🔒 PRIVACY POLICY
You can view our full privacy policy here: help-desk-migr...
If you have any further queries, feel free to reach out to us at [phone] or via [e-mail]
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00:11 - Sign in with Migration Wizard
00:36 - Start a Demo Migration
00:42 - Connect your Source platform
1:07 - Revoke access
1:13 - Connect your Target platform
1:28 - Configure your source and/or target connection
1:42 - Select what data to migrate
2:03 - Edit any migration step
2:12 - Consider “Important Migration Notes”
2:24 - Map data relations
2:46 - Match up groups
3:03 - Select a default group
3:18 - Create missing groups
3:41 - Match agent profiles
3:54 - Select a default agent
4:04 - Add missing agents
4:29 - Map organization fields
4:56 - Map contact fields
5:23 - Map default and custom ticket fields
5:56 - Create missing custom fields on a target platform
6:23 - Mandatory fields and Skip this field
6:42 - Map article fields
7:04 - Choose automated options
7:18 - Add a tag to migrated tickets
7:29 - Migrate inline images as attachments
7:38 - Skip attachments
7:48 - Migrate call recordings
7:57 - Demo with custom data
8:12 - Migrate side conversations as private notes
8:24 - Migrate content translations
8:46 - Get started with a Free Demo Migration
8:56 - Check the reports for migrated, skipped, and failed records
9:08 - Support access, share with teammates, and add a label
9:34 - Reports for groups
10:08 - Reports for agents
10:32 - Reports for organizations
10:49 - Reports for customers
11:11 - Reports for tickets
11:39 - Check how custom fields migrated
11:55 - Reports for categories
12:20 - Reports for folders
12:40 - Reports for articles
13:05 - Choose a suitable support plan
13:40 - Start the Full Data Migration