Transfer Autotask PSA Tickets to Salesforce Service Cloud
Importing your records into Salesforce Service Cloud can be overwhelming for the majority of companies. The entire manual migration process is not rarely possible to be successfully made by the unexperienced or people with little understanding of programming and coding. You'll likely also to meet the issue of your help desk vendor and their unwillingness to help you leave their platform. Sure, you will be their lost customer. But don’t worry, there’s still a way to transfer your records avoiding stressing out.
Limited Import Methods
Salesforce Service Cloud doesn’t offer seamless strategies for moving data from the Autotask PSA directly into their system.
You will have to use various ways such as CSV for contacts, conversations with excel, as well as other methods for users, knowledge base and more. Though it may seem that sound like you have loads of migration alternatives, all of them collectively depend on manual migration.
Absence of Specialists
You are able to use API, CSV, and other techniques to import to Salesforce Service Cloud. Though, you’re going to require an expert IT personnel to watch over the transition process.
If you don’t have one among your employees, you’re going to have to employ one. And then you’ll have to find out if the final script will run exactly as planned.
By Hand Transition is Riskier
You can spare a few dollars conducting the migration yourself. The chances are small though.
You might wind up losing your info anyways. Moreover, you may have to go through a data retrieval process and still miss some information after the restore stage.
Making Data Transfer Simpler
Migrating records from your Autotask PSA to Salesforce Service Cloud shouldn’t be a nightmare. Indeed, we can make the process as easy as pie. You no longer have to lose time moving things around and wish for the best the moment the process is started. Merely imagine the restarts and restorations you’d have to do in case you make an error on both ends. Devote some time to things that matter most – keeping your customers happy. We’ll cope with the other parts of the transition!
Import from Autotask PSA to Salesforce Service CloudOur work - Your Win
Putting efforts into our work daily, our staff has spent many years of practicing and experience and can apply them to controlling your data transition.
We can cope with different kinds of migrations from and to help desk or helpdesk-like systems.
We can transfer everything, with no restrictions to Salesforce Service Cloud with our import tool. And we’re presenting the following benefits:
Say No To Downtime
Using our methods, we can bring downtimes to the end. We get that you need to continue with duties at once. Transition times will turn out to be so low that they won’t even be noticeable for you or your customers . And then your employees can continue doing their daily business of caring for customers.
Try it Out First
A successful importing process should have a trial phase. This guarantees that the complete process will be successful, and you can see any weaknesses and eliminate them before doing the complete transfer. Our specialists have built a tool that gives you unlimited free trials so that you can overview the process and forecast any mistakes.
No Frills Data Migration to Salesforce
Using our service is a seamless experience with no frills. It requires no uploads, applications to install, or even code to write. Move data to Salesforce Service Cloud easily.
Saving Ticket Structure
Another challenge of data transition is the integrity of tickets. What kind of use do moved tickets have when they are corrupted or have data missing. That’s why we have rigid serviceability check before we use our tool. We assure you that you’ll have an easy time moving your tickets.
Why You Should Decide On Our Migration Tool
Data Security and Privacy
Most businesses are scared of using import services for fear of information leaks. We understand your needs and we make certain that your data will only be used throughout the transfer process. All info will be kept confidential.
Migration Support
Our team of experts will always be on standby to help you out during the migration . You’ll be guided during the transition and we’ll also make certain that everything is going on as expected.
Data Security
Our tech team have built tools that won’t change the data in any way. The transition process will transfer your data from point A to point B with no changes or missing records.
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
First thing first
Like with any successful import, preparing is required. Sign in to Service Cloud and create custom fields and agent profiles. For the moment, triggers and automation rules should be deactivated.
Login your Autotask PSA
It’s high time to move to your Autotask PSA and get the security keys and credentials. You’ll use this to link your Autotask PSA with Salesforce Service Cloud and set up the migration process.
Connecting Salesforce Service Cloud
After this, get back to Salesforce Service Cloud and generate keys and credentials. You’ll also have to provide these in the import wizard to finalize the linking.
Adjusting Data Structure
You can also set which data you need to be migrated and to which fields they belong. Or if you have any additional needs for your import, you can ask an personalization.
Test the Import
When you’re prepared, it’s time for a demo migration. The free trial enables you complete a transition process and check a small portion of data for integrity and correctness. Additionally, you can perform it as many times as you need.
Transferring to Service Cloud
After conducting a free demo, it’s time to transfer your data. To simplify the process, choose a time when your support department is the least loaded and initiate the import .
Hear from our happy clients
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 Migration Service
You can ask for a trial run of our import tool serviceability. You’ll see the whole procedure, get a feel of the wizard, and check the data that’s transferred. Transfer your data today!
Migrate to Salesforce with our Expert Team
Still feel nervous about managing everything on your own? Our professionals are always at standby to support you. We can give you a price estimation today!