Transfer Deskpro Tickets to Salesforce Service Cloud
Importing data into Salesforce Service Cloud can be challenging for most companies. The complete manual import process is not meant to be made by the unexperienced or people with little knowledge about programming or coding. You'll likely also to face the issue of your help desk software provider and their antipathy with helping you get out of their platform. After all, you will be their lost client. But don’t fret, there’s still a way to transfer your records avoiding stress.
Limited Import Methods
Salesforce Service Cloud doesn’t offer seamless strategies for moving customer info from your Deskpro into their system.
You will have to use several approaches such as CSV for contacts, conversations with excel, as well as other methods for user base, knowledge base and even more. While it may seem that sound like you have a lot of migration options, all of them together fall under manual migration.
Absence of Specialists
You can use API, CSV, and other techniques to transfer to Salesforce Service Cloud. However, you’re going to need an expert IT staff to manage the import .
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 written code will work exactly as planned.
Manual Import is Unsafe
You could save a few bucks doing the migration alone. The possibility is small though.
You might end up losing your info anyways. What is more, you may have to suffer a data regain procedure and still miss a part of records after the restore point.
Making Data Transfer Easier
Migrating data from your Deskpro to Salesforce Service Cloud doesn’t have to be a nightmare. In fact, we can make the process a piece of cake. You nevermore have to waste 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 when you make an error on both ends. Devote some time to what matters most – keeping your customers satisfied. We’ll deal with the other parts of the transition!
Import from Deskpro to Salesforce Service CloudOur work - Your Success
Putting efforts into our work daily, our team has spent years of practicing and experience and can involve them in managing your data transition.
We can manage all sorts of transfers from and to help desk or helpdesk-like software.
We move everything, with no limits to Salesforce Service Cloud with our migration tool. And we’re presenting the following benefits:
Downtime is a Thing of the Past
With our methods, we can finish downtimes. We understand that you should continue with duties at once. Data transfer times will be so short that you won’t even notice it . And then your crew can continue doing their daily tasks of caring for clients.
Test it First
A successful migration process should have a testing step. This ensures that the whole process will be successful, and you will have a chance to detect any weaknesses and eliminate them before setting up the real thing. Our specialists have created a tool that enables you set up endless free demos so that you can see the process and forecast any problems.
No Frills Data Import to Salesforce
Using our service is a seamless experience with no frills. It doesn’t require any downloads, applications to install, or even code to make. Migrate data to Salesforce Service Cloud simply.
Maintaining Ticket Integrity
Another challenge of data transition is the integrity of data. What kind of use do moved tickets have when they are scrambled or have data lost. That’s why we have reliable testing before we use our tool. We’re guaranteeing that you’ll have a pleasant experience migrating your records.
Why You Should Decide On Our Migration Services
Data Safety and Privacy
Most businesses are afraid to use migration tools for fear of information leaks. We understand your needs and we assure you that your data will only be used in the import process. Everything will be kept confidential.
Migration Assistance
Our team of experts will always be online to help you during the transfer . You’ll be supported during the transition and we’ll also ensure that everything is working as expected.
Information Safety
Our developers have built tools that won’t replace the information 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
Import Preparation
As with any successful transfer, preparation is needed. Sign in to Service Cloud and create custom fields and user profiles. For the moment, triggers and automation rules have to be disabled.
Login your Deskpro
It’s time to move to your Deskpro and copy the security keys and credentials. You’ll use this to link your Deskpro with Salesforce Service Cloud and initiate the transfer process.
Linking Salesforce Service Cloud
After this, get back to Salesforce Service Cloud and create keys and credentials. You’ll also have to provide these in the data transition tool to finalize the connection.
Preserving Records Structure
You can also adjust which records you want to be transferred and to which fields they belong. Or if you have any additional demands for your transition, you can order an customization.
Test the Import
When you’re set, it’s time for a free trial. The free trial lets you do a transition process and examine a small number of data for correspondence and success. Plus, you can start it as many times as you need.
Transferring to Service Cloud
After conducting a free test, you have to move your data. To simplify the process, pick a time when your support crew is the least busy and begin the data transfer process.
Hear from our satisfied 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.
Automatic Import Tool
You can request a trial run of our migration tool functionality. You’ll see the entire procedure, get a feel of the service, and see the records that are imported. Migrate your data right now!
Migrate to Salesforce with our Experts
Still feel nervous about managing everything alone? Our professionals are always online to support you. We can offer you a price today!