Update—Help Desk Migration has introduced new features for Zendesk instance consolidation.

Update: New Features for Zendesk Instance Consolidation

Help Desk Migration supports the following data for merging Zendesk instances:

Tickets (including Attachments, Public and Private Notes, and CCs)
Customers and Organizations
Agents
Knowledge Base Articles, Categories, Sections, Attachments, and Language Versions
Custom Fields
Tags
Macros
Triggers
Call recordings (as attachments)
Side conversations (as private notes)

What’s New?

Help Desk Migration has rolled out several new features to improve your Zendesk migration experience:

Pre-built custom options:

Automate and personalize your Zendesk migration with these customization settings:

Migrate the newest records first
Migrate side conversations as private notes
Transfer call recording as attachments
Demo with custom data
Skip attachments to save storage space
Migrate inline images as attachments
Add new tags to the tickets
Update cross-links between articles
Migrate content translations

These options are exclusive to Zendesk to Zendesk migrations.

2. Agent and group matching:

Easily align agents between Zendesk accounts. You can also:

Add missing agents
Set default assignments for unassigned, deleted, or inactive users/teams

3. Customer and organization mapping:

Migration Wizard supports matching fields for customers and organizations, including both default and custom fields.

4. Macro and trigger mapping:

Maintain your workflows by mapping macros and triggers, ensuring smooth automation in your new instance.

5. Create missing fields:

If the Target Zendesk account doesn’t have the custom fields from the Source account, you can create them automatically during the field mapping process. This applies to tickets, customers, and organizations.

6. Service package options:

Choose from Standard, Premium, or Signature service packages to unlock advanced features like Delta Migration, re-migration, and Interval Migration for a more flexible data transfer experience.

How to Merge Zendesk Accounts

Start the merging process by signing up for the Help Desk Migration Wizard.
Connect Source and Target Zendesk Accounts: Enter the URL for the target brand (go to Admin > Manage > Brands > Copy the Subdomain name).
Select the data objects you want to merge, such as tickets, contacts, organizations, agent, articles, custom fields, macros, triggers, and tags.
Ensure both accounts have matching standard and custom fields for accurate mapping.
Run a free Demo Migration to preview the results and verify data before proceeding.
Once you’re satisfied with the Demo, start the Full Migration to consolidate your Zendesk accounts into one unified instance.