Importing Data Into Salesforce?
This could be a challenge
A lot of business owners recognize that their old service desk is no longer functional, bug-ridden, and not as reliable as it was. Yet, it’s no secret that migrating data from one service desk to another takes a lot of time and effort.
Many refuse to spend weeks trying to set up everything and those who opted to use export/import solutions found themselves frustrated.
Why it is so hard to import data to Salesforce?
Migrating data from an old platform to a new one is hard due to the fact that each system is different. Indeed, every service desk has the unique backend, and files from a different architecture are either partially recognized, or outright broken.
Indeed, with such barriers, the whole data import process can take ages and it’s something that many simply can’t afford.
Can I do something to move my Salesforce data safely?
While most refuse to play with the data import settings, there are a few techniques that might help you move data. Among the most popular ones are:
Salesforce database — This process is pretty lengthy and requires you to back up your entire database so that you can extract necessary information and then import it.
Data import wizard — This one requires you to play with different options in the target platform. The success rate varies from user to user.
Custom import tools — This is perhaps the most viable method. With the help of a special program, you can move data from one place to another in just a few clicks.
Salesforce data import tool
The internet is full of different software solutions but not every tool works as intended. Just like everything on the internet, you have a free and a paid option. The paid ones are generally well-maintained and work as they should.
Those that are free are basically a lottery as some might work while others don’t. However, keep in mind that not every tool is equal. Some are specialized for Salesforce data import, others attempt to conquer other platforms. We also have a tool of our own that can help you transfer data fast.
The best solution from migration experts
We want to provide quality over features, hence why our tool is considered to be one of the most reliable on the market.
Instead of packing it with unnecessary functions, we decided to focus our attention on the quality of transfers. It goes without saying that an import tool is good as its ability to migrate data reliably.
Our QA team made sure that the import process not only works as intended but delivers a fully working file that can be used in any software. We’ve also made a huge emphasis on the user interface.
Our import wizard is clear, has a lot of hints, and extremely responsive.
How it works
We wanted to minimize the experience to just a few clicks but also offer more flexibility for those who need it.
Every time you try to import the data, you will see a small window where you can find various options you can tweak to your heart's content.
This was done for those of you who want to import custom settings, tasks, and stories without touching other parameters.
Aside from custom settings, our tool also can:
Scan your Salesforce database
This will make sure that all your exported data corresponds to the local database. This will completely eliminate all issues surrounding the data import process.
Data management
This feature will allow you to manage all your tickets, conversations, and story points prior to doing any kind of exports/imports.
Fixing the imported data
This feature will try to correct bad transfers. Keep in mind that this feature is still in beta and some functions might not work.
Give us a call
We have been working in the industry for quite some time and know how to manage Salesforce data import or any other data migration for that matter.
We are experts in our field and we strive to give the best possible experience. You don’t have to take our word for it. Give our tool a try and see for yourself.