Import ConnectWise Records to Salesforce Service Cloud
Migrating your records into Salesforce Service Cloud can be challenging for most people. The entire manual migration process is not meant to be made by the unexperienced or people with little understanding of programming and coding. You will likely also to face the problem of your help desk software provider and their antipathy with helping you abandon their platform. Sure, you will end up being their lost customer. But don’t worry, there’s still a way to migrate your records avoiding stressing out.
Limited Import Choices
Salesforce Service Cloud doesn’t offer clear methods for importing records from your ConnectWise into their system.
You will have to use a number of ways such as CSV for contacts, conversations with excel, as well as other means for users, knowledge base and even more. Though it seems like you have a plethora of import choices, all of them collectively require manual transfer.
No Team of Experts
You are able to use API, CSV, and other methods for moving records to Salesforce Service Cloud. However, you’re going to need a professional IT personnel to watch over the import process.
If you don’t have one among your employees, you’re going to have to find a new one. And then you’ll have to check if the created script will act exactly as expected.
By Hand Transition is Unpredictable
You can spare a few bucks doing the transfer yourself. The chances are slim though.
You might end up losing your info anyways. What is more, you may have to go through a data regain procedure and still lose information after the restore level.
Making Data Import Simpler
Transferring records from your ConnectWise to Salesforce Service Cloud mustn’t be a problem. In fact, we can make the process as easy as pie. You no longer have to waste time moving things around and wish for the best the moment the process is set up. Simply imagine the resets and restorations that would have to take place when you make an error on both ends. Invest time in things that matter most – making your customers happy. We’ll cope with the other parts of the transition!
Import from ConnectWise to Salesforce Service CloudOur Team - Your Win
Working hard on a daily basis, our staff has taken years of practicing and experience and can apply them to managing your data transition.
We can deal with different kinds of migrations from and to help desk or helpdesk-like software.
We can transfer everything, with no restrictions to Salesforce Service Cloud with our data transition tool. And we’re offering the following guarantees:
Say No To Downtime
Using our methods, we can bring downtimes to the end. We get that you should resume activities at once. Transition times will be so low that they won’t even be noticeable for you or your customers . And then your staff can go on with their daily tasks of catering to clients.
Try it Out First
A successful importing process should have a trial stage. This ensures that the whole process will be successful, and you can see any weak points and eliminate them before setting up the complete transfer. Our experts have created a tool that enables you set up endless free demos so that you can assess the process and anticipate any mistakes.
No Frills Data Migration to Salesforce
You won’t have to worry about using our tool. It requires no uploads, software to install, or even code to write. Move records to Salesforce Service Cloud seamlessly.
Saving Ticket Structure
Another problem with data import is the integrity of records. What use do transferred tickets have when they are corrupted or have some information missing. That’s why we have redular serviceability check before we launch our tool. We’re guaranteeing that you’ll have a pleasant experience transferring your records.
Why You Should Choose Our Migration Tool
Data Security and Privacy
Most people are scared of using data transition tools for fear of information leaks. We understand your needs and we ensure you that your information will only be used throughout the import process. All info will be kept confidential.
Import Support
Our team of specialists will always be on standby to help you out with the transfer . You’ll be guided throughout the transition and we’ll also assure that everything is going on as planned.
Data Security
Our tech team have made tools that won’t modify the information in any way. The migration process will transfer your data from point A to point B without 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 migration, preparation is needed. Sign in to Service Cloud and create custom fields and agent accounts. For the moment, triggers and automation rules have to be deactivated.
Login your ConnectWise
It’s high time to go to your ConnectWise and find the security tokens and credentials. You’ll use this to link your ConnectWise with Salesforce Service Cloud and start the transfer process.
Connecting Salesforce Service Cloud
Then, return to Salesforce Service Cloud and get tokens and credentials. You’ll also have to provide these in the import wizard in order to finalize the linking.
Adjusting Data Structure
You can also set which data you need to be transferred and to which fields they belong. Or in case of additional needs for your transition, you can ask an personalization.
Test the Process
Once you’re prepared, it’s time for a demo migration. The free trial lets you do a migration process and check a small portion of records for integrity and correctness. Additionally, you can start it as many times as you want.
Importing to Service Cloud
After doing a free demo, you need to move your data. To make things easier, choose a time when your support department is the least busy and initiate the data transfer .
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 Migration Service
You can ask for a free demo of our data transition tool functionality. You’ll see the entire procedure, get a feel of the wizard, and see the data that’s imported. Transfer your data right now!
Salesforce Service Cloud Import with our Expert Team
Still feeling anxious about doing everything by yourself? Our specialists are always online to support you. We can give you a price estimation today!