Import Atera Records to Salesforce® Service Cloud
Migrating your records into Salesforce® Service Cloud can be frustrating for most companies. The entire manual import process is not usually made by the unexperienced or people with little knowledge about programming and coding. You'll likely also to face the issue of your help desk software provider and their unwillingness to help you leave their platform. It’s obvious, you will end up being their lost client. But relax, there’s still a way to transfer your customer records without stressing out.
Limited Import Choices
Salesforce® Service Cloud doesn’t offer clear methods for importing customer info out of your Atera into their system.
You would have to use various approaches such as CSV for contacts, conversations with excel, as well as other methods for user base, knowledge base and a lot more. While it may seem that sound like you have a lot of migration choices, all of them together depend on manual migration.
No Team of Experts
You are able to use API, CSV, and other methods to move data to Salesforce® Service Cloud. Still, you’re going to need an expert IT personnel to control the migration .
If you don’t have one within your team, you’re going to have to employ a new one. And then you’ll have to find out if the created code will run exactly as planned.
By Hand Transfer is Unsafe
You could spare a little money doing the migration yourself. The possibility is small though.
You might finish with losing your info anyways. And, you may have to go through a data regain procedure and still lose records after the restore stage.
Making Data Import Effortless
Transferring data from your Atera to Salesforce® Service Cloud doesn’t have to be complicated. In fact, we can make it as easy as pie. You no more have to spend time migrating records on and off and hoping for the best once the process is set up. Simply imagine the restarts and restorations that would have to take place in case you make an error on both ends. Devote some time to what matters most – making your customers satisfied. We will handle the remaining part of the migration!
Import from Atera to Salesforce® Service CloudOur Team - Your Success
Working hard on a daily basis, our staff has spent years of training and experience and can add them to handling your data transition.
We can manage all kinds of migrations from and to help desk or helpdesk-like platforms.
We can transfer everything, with no limits to Salesforce® Service Cloud with our migration tool. And we’re providing the following benefits:
Say No To Downtime
Using our methods, we can finish downtimes. We get that you have to resume duties at once. Migration times will become so short that you won’t even notice it . And then your staff can continue doing their daily tasks of caring for clients.
Try it Out First
A successful importing process should have a testing step. This assures that the whole process will be successful, or you can notice any weaknesses and eliminate them before starting the real thing. Our specialists have created a tool that enables you set up endless free trials so that you can overview the process and forecast any problems.
No Frills Data Migration to Salesforce®
You won’t have to worry about using our tool. It doesn’t require any uploads, applications to install, or even script to write. Transfer data to Salesforce® Service Cloud effortlessly.
Saving Ticket Integrity
Another problem with data import is the integrity of data. What kind of use do moved tickets have when they are scattered or have data lost. That’s why we have rigorous serviceability check before we use our tool. We’re guaranteeing that you’ll have a pleasant experience transferring your tickets.
Why You Should Choose Our Migration Services
Data Security and Privacy
Most people are afraid to use migration apps for fear of data leaks. We understand your needs and we make sure that your data will only be used in the migration process. All info will be kept confidential.
Import Assistance
Our team of specialists will always be online to help you out during the transfer process. You’ll be led during the transition and we’ll also make sure that everything is working as expected.
Data Safety
Our tech team have made tools that won’t replace the records in any way. The transition process will transfer your data from the source to the target with no changes or loss of information.
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
The Salesforce® Service Cloud Import Process
Migration Preparation
As with any successful transfer, prep work is needed. Login to Service Cloud and create custom fields and user profiles. For the moment, triggers and automation rules must be disabled.
Login your Atera
It’s high time to go to your Atera and copy the security keys and credentials. You’ll be needing this to link your Atera with Salesforce® Service Cloud and begin the import process.
Connecting Salesforce® Service Cloud
Then, return to Salesforce® Service Cloud and create keys and credentials. You’ll also need these in the import tool to finalize the connection.
Adjusting Records Structure
You can also set which records you need to be moved and to which fields they belong. Or if you have any additional requirements for your migration, you can order an customization.
Test the Process
Once you’re all set, it’s time for a demo run. The free trial allows you do a transition process and check a small amount of data for correspondence and success. Plus, you can start it as many times as you need.
Importing to Service Cloud
After doing a free test, you have to migrate your data. To simplify the process, choose a time when your support team is the least engaged and begin the migration .
Hear from our happy buyers
The service was excellent, the pricing and process were clear. Support was excellent! Even though it took us two months to pull the trigger, support was always there to help us out.
The product and service are fantastic. Even if you are a beginner, they would help you. We transfer our data from Jira Service Desk to Salesforce Service Cloud easily. Support Team held our hand during the whole process.
Automated Import Service
You can ask for a free demo of our migration tool reliability. You’ll see the entire process, get a feel of the service, and view the records that are moved. Migrate your data right now!
Salesforce® Service Cloud Import with our Professionals
Still feeling anxious about doing everything alone? Our expert team members are always online to assist you. We can give you a price estimate today!