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How to streamline your data migration to Zendesk?



Posted Mar 08, 2023

There is more than one way to improve your customer service, and moving to Zendesk is one of them. And just as there’s more than one way to import data to Zendesk, the painless and custom-rich way is via Help Desk Migration.

No doubt, the automated data migration to Zendesk makes things simpler and quicker. It doesn’t require coding skills or special preparation. Moreover, you can resume your customer service operations immediately - ticket field mapping and customization ensure the migration is smooth and full-scale.

Let’s check the benefits of switching to Zendesk with Help Desk Migration.

  • Quick onboarding
  • Ticket field mapping
  • On-the-go custom field creation
  • Preserved data relations
  • Built-in migration testing

Custom Zendesk Migration Done Automatedly

What about making data migration to Zendesk even more flexible? Custom automation can fill the gaps in common data migration. Help Desk Migration service provides several handy automations to tailor the process to fit your business needs. These include

  • Adding new tags to migrated tickets
  • Migrating inline images as ticket attachments
  • Skipped attachments
  • Migrating call recordings
  • Сontent translations

You can use these automations to streamline migration between the following pairs:

  • Freshdesk to Zendesk
  • Freshservice to Zendesk
  • Jira Service Management to Zendesk
  • Help Scout to Zendesk
  • Gorgias to Zendesk
  • Zoho Desk to Zendesk
  • Reamaze to Zendesk
  • Intercom to Zendesk
  • Kayako to Zendesk
  • ServiceNow to Zendesk
  • HubSpot Service Hub to Zendesk

So, how do those automation options work?

Add new tags to migrated tickets

Label your source tickets so you can easily distinguish them at your Zendesk instance. You can add as many tags as you need while migrating from

  • Freshdesk to Zendesk
  • Freshservice to Zendesk
  • Jira Service Management to Zendesk
  • Help Scout to Zendesk
  • Gorgias to Zendesk
  • Zoho Desk to Zendesk
  • Reamaze to Zendesk
  • Intercom to Zendesk
  • Kayako to Zendesk
  • ServiceNow to Zendesk

Migrate inline images as ticket attachments

Inline images support your business, so it’s vital to keep them in place in your fresh Zendesk account as attachments. Supported migration pairs are

  • Freshdesk to Zendesk
  • Freshservice to Zendesk
  • Jira Service Management to Zendesk
  • Help Scout to Zendesk
  • Gorgias to Zendesk
  • Zoho Desk to Zendesk
  • Kayako to Zendesk
  • HubSpot Service Hub to Zendesk

Skip attachments

On default, Help Desk Migration imports attachments of your source tickets. If you want to leave them behind for some reason, no problem, tick the option to skip them. By the way, this action can speed up the migration significantly. Supported migration pairs include

  • Freshdesk to Zendesk
  • Freshservice to Zendesk
  • Jira Service Management to Zendesk
  • Help Scout to Zendesk
  • Gorgias to Zendesk
  • Zoho Desk to Zendesk
  • Reamaze to Zendesk
  • Intercom to Zendesk
  • Kayako to Zendesk
  • ServiceNow to Zendesk
  • HubSpot Service Hub to Zendesk

Migrate call recordings as attachments

Call recordings are valuable data for reference reasons. If you want to get your call recordings from Zendesk to another help desk, select an automated option. Choosing this option, your call recordings are imported as attachments–mp3 files.

Сontent translations

Your knowledge base or help center has several language versions, and you want them to be on your new help desk? With the Help Desk Migration’s option – content translations – transfer the language versions automatedly. On condition your help desk supports multilingual support and that you have added the languages you want to import from your source platform. Currently, you can move language versions of your help center between the following migration pairs:

  • Zendesk to Freshdesk
  • Zendesk to Zendesk
  • Freshdesk to Zendesk
  • Freshdesk to Freshdesk

What Are the Other Perks of Help Desk Migration?

Delta migration

Zero downtime during data migration is easy. Use our data migration option and move the new and updated tickets from your Source tool once the Full Migration is done. Your workflow goes smoothly, customers are happy, and data is transferred.

Custom data migration

With Help Desk Migration, you can customize migration to Zendesk so that it brings you more benefits. There are several options to pick from.

Custom Demo

Don’t need to migrate all tickets? Not a big deal! Request a Custom Demo and migrate specific tickets to Zendesk. If you need more flexibility, contact our support team and discuss your Personalized Demo. Or set your custom Demo yourself – by importing in a testing migration up to 20 ticket IDs and up to 20 knowledge base article IDs.

Custom migration

To add more customization to your data transfer, choose Custom migration and reshape the default migration process to fit your needs. This service includes custom mapping, adding custom fields or tags, or doing anything you prefer. 

Scheduled migration

To keep your time management undamaged, you can schedule data migration for a particular date and time. 

Concierge migration service

If you have many burning tasks, you can let our techs set up and run the migration for you. This service includes migration planning, data mapping, and the migration itself.

Migration Planning

A successful migration is a well-planned migration. Here’s how to avoid roadblocks while migrating data to Zendesk.

  1. Run Demo Migration to see what the process looks like.
  2. Customize your data import to Zendesk.
  3. Disable triggers, notifications, and automations on Zendesk and arrange that with your team.
  4. Launch Full Data Migration and have all data transferred to Zendesk.
  5. Import new or updated data with Delta migration, if necessary.
  6. Enhance your customer service processes on Zendesk.

These steps under the supervision of our team ensure your data is flawlessly transferred to Zendesk and you can start using your new software right away.

Setting up industry-specific migration

You’re working in a specific industry and your data migration requirements are non-typical? No worries, Help Desk Migration has experience in setting up 35K+ migrations for 12 industries, such as

  • Retail and eCommerce
  • Software and IT
  • Manufacturing
  • Healthcare
  • Telecom
  • Business Consulting
  • Financial Services
  • Marketing Services
  • Government Services
  • Education Services
  • Non-Profit
  • Media Sector

Cover Up

Are you excited to migrate data to Zendesk automatedly? Run a Free Demo to check all ins and out of the process and estimate our Migration Wizard in action.


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2 comments

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Elaine

Zendesk Customer Care

Hi Amy,
 
Thank you for sharing your experiences regarding the Help Desk Migration services. We understand your concerns and the impact that past actions have had. We're committed to improving our community and ensuring transparency and accuracy in all discussions.
 
If you have any specific feedback or further details to share, please feel free to let us know. Your insights are invaluable in helping us enhance our services.

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