Import CSV Records to Salesforce Service Cloud
Migrating your records into Salesforce Service Cloud can be challenging for the majority of businesses. The entire manual migration process is not rarely possible to be successfully made by the unexperienced or people with little knowledge about programming or coding. You'll likely also to face the challenge of your help desk vendor and their unwillingness to help you get out of their system. Sure, you will end up being their lost user. But don’t fret, there’s still a way to import your customer records avoiding all the fuss.
Limited Import Choices
Salesforce Service Cloud doesn’t offer clear methods for importing customer info from your CSV directly into their system.
You will have to use certain ways 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 transfer options, all of them collectively fall under manual transfer.
No Team of Experts
You can use API, CSV, and other methods to move data to Salesforce Service Cloud. However, you’re going to require a skilled IT personnel to watch over the transition .
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 examine if the written script will work exactly as expected.
Manual Transition is Unsafe
You can spare a few bucks conducting the import yourself. The chances are slim though.
You might wind up losing your info anyways. And, you may have to suffer a record regain procedure and still miss a part of information after the restore point.
Making Data Import Simpler
Transferring records from your CSV to Salesforce Service Cloud doesn’t have to be stressful. Indeed, we can make the process as easy as pie. You no longer have to lose time migrating records on and off and hoping for the best once the process is initiated. Simply imagine the reboots and restorations you’d have to do in case you make a mistake on both ends. Invest time in things that matter most – making your customers pleased. We’ll handle the remaining part of the import!
Import from CSV to Salesforce Service CloudOur Team - Your Win
Working hard on a daily basis, our staff has taken many years of practicing and experience and can apply them to controlling your data transition.
We can deal with different kinds of migrations from and to help desk or helpdesk-like software.
We move everything, with no restrictions to Salesforce Service Cloud with our migration tool. And we’re giving the next avantages:
Downtime is a Thing of the Past
With our methods, we can bring downtimes to the end. We get that you should go on with daily business at once. Transition times will turn out to be so short that you won’t even notice it . And then your team can continue doing their daily tasks of pampering your customers.
Test it First
A successful migration process should have a trial step. This ensures that the complete process will be successful, and you can see any weaknesses and eliminate them before starting the real thing. Our specialists have created a tool that enables you set up unlimited free trials so that you can see the process and anticipate any issues.
No Frills Data Import to Salesforce
You won’t have to worry about using our tool. It requires no uploads, software to set up, or even code to write. Move data to Salesforce Service Cloud seamlessly.
Preserving Ticket Structure
Another problem with data import is the integrity of data. What point do migrated tickets have when they are corrupted or have data lost. That’s why we have rigorous testing before we use our tool. We’re guaranteeing that you’ll have a pleasant experience migrating your tickets.
Why You Should Choose Our Migration Tool
Data Safety and Privacy
Most people are scared of using migration tools for anxiety about information leaks. We understand your needs and we make certain that your data will only be used within the migration process. Everything will be kept strictly confidential.
Import Support
Our team of specialists will always be on standby to help you out with the migration . You’ll be guided during the transition and we’ll also make sure that everything is working as expected.
Information Security
Our developers have made tools that won’t replace the information anyhow. The import process will transfer your data from point A to point B 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
First thing first
Like with any successful transfer, preparation is required. Sign in to Service Cloud and create custom fields and agent profiles. For the moment, triggers and automation rules must be disabled.
Login your CSV
It’s time to go to your CSV and copy the security tokens and other credentials. You’ll use this to link your CSV with Salesforce Service Cloud and set up the migration process.
Linking Salesforce Service Cloud
Then, return to Salesforce Service Cloud and create tokens and other credentials. You’ll also have to provide these in the import wizard to finalize the connection.
Keeping Data Structure
You can also choose which data you need to be transferred and where they should be placed. Or in case there are additional needs for your import, you can request a customization.
Test the Process
Once you’re prepared, it’s time for a demo run. The free trial lets you complete a data importing process and check a small portion of data for correspondence and success. Plus, you are able to start it as many times as you wish.
Importing to Service Cloud
After doing a free demo, you have to move your records. To make the process simpler, choose a time when your support department is the least loaded and finalize the migration process.
Hear from our satisfied 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.
Automatic Migration Service
You can request a free demo of our migration tool functionality. You’ll see the whole procedure, get a feel of the wizard, and check the records that are moved. Migrate your records right now!
Salesforce Service Cloud Import with our Expert Team
Still feeling anxious about doing everything alone? Our experts are always at standby to aid you. We can give you a price estimation today!