Move Dixa Data to Salesforce Service Cloud
Moving your records into Salesforce Service Cloud can be overwhelming for a great number of people. The entire manual import process is not usually made by newbies or people with little knowledge about programming and coding. You'll likely also to face the problem of your help desk software provider and their antipathy with helping you abandon their system. It’s obvious, you will be their lost user. But relax, there’s still a way to migrate your records avoiding stressing out.
Limited Import Options
Salesforce Service Cloud doesn’t offer easy ways to import records from the Dixa to their system.
You will have to use many approaches such as CSV for contacts, conversations with excel, as well as other means for users, knowledge base and even more. Even though it may seem that sound like you have a plethora of import options, all of them collectively require manual importation.
Lack of Professionals
You can use API, CSV, and other ways in order to import to Salesforce Service Cloud. Though, you’re going to have a professional IT personnel to watch over the migration process.
If you don’t have one within your staff, you’re going to have to employ a new one. And then you’ll have to check if the written script will act exactly as intended.
Manual Import is Unpredictable
You could spare a few dollars managing the transfer yourself. The possibility is small though.
You might finish with losing your records anyways. What is more, you may have to go through a record regain process and still miss a part of information after the restore level.
Making Data Migration Easier
Moving data from your Dixa to Salesforce Service Cloud mustn’t be stressful. Really, we can make the process as easy as pie. You no longer have to spend time moving things around and hoping for the best as soon the process is begun. Simply imagine the resets and restorations that would have to take place when you make an error on both ends. Spend some time working on things that matter most – keeping your customers pleased. We will take care of the other parts of the import!
Import from Dixa to Salesforce Service CloudOur Service - Your Success
With hard work every day, our staff has taken a lot of time practicing and experience and can apply them to handling your data import.
We can take care of all sorts of migrations from and to help desk or helpdesk-like systems.
We move everything, with no limits to Salesforce Service Cloud with our data transition tool. And we’re giving the next guarantees:
Downtime is a Thing of the Past
With our methods, we can finish downtimes. We get that you need to go on with activities at once. Transition times will become so low that you won’t even notice it . And then your staff can continue doing their daily tasks of catering to clients.
Test it First
A successful migration process should have a testing stage. This guarantees that the entire process will be successful, and you can see any weak points and fix them before setting up the full migration. Our specialists have created a tool that gives you endless free demos so that you can assess the process and predict any mistakes.
No Frills Data Import to Salesforce
Working with our tool is nothing to worry about. It doesn’t require any uploads, software to set up, or even code to write. Move records to Salesforce Service Cloud simply.
Maintaining Ticket Integrity
Another issue with data migration is the integrity of records. What point do transferred tickets have when they are corrupted or have some information missing. That’s why we have rigorous serviceability check before we use our tool. We’re guaranteeing that you’ll have an easy time migrating your records.
Why You Should Use Our Migration Services
Data Safety and Privacy
Most companies are afraid to use data transition services for anxiety about information leaks. We understand your needs and we make sure that your information will only be used during the import process. All info will be kept strictly confidential.
Data Transfer Assistance
Our team of professionals will always be online to help you out with the data transition . You’ll be guided throughout the migration and we’ll also make sure that everything is running as expected.
Information Safety
Our developers have created tools that won’t modify the data anyhow. The migration process will transfer your data from the source to the target without modifications or loss of data.
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 migration, preparing is recommended. Sign in to Service Cloud and create custom fields and user accounts. Until now, triggers and automation rules have to be turned off.
Login your Dixa
It’s time to go over to your Dixa and find the security tokens and other credentials. You’ll use this to link your Dixa with Salesforce Service Cloud and begin the import process.
Linking Salesforce Service Cloud
After, go back to Salesforce Service Cloud and get tokens and other credentials. You’ll also have to provide these in the import tool in order to finish the connection.
Preserving Records Structure
You can also adjust which records you need to be migrated and where they should be placed. Or in case of additional needs for your migration, you can opt for customization.
Test the Migration
As soon as you’re set, it’s time for a demo run. The free trial enables you conduct a migration process and check a small portion of records for integrity and success. In addition, you are able to start it as many times as you want.
Migrating to Service Cloud
After performing a free test, you need to transfer your records. To make things easier, choose a time when your support department is the least engaged and start the data transfer .
Hear from our satisfied customers
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 Service
You can request a free demonstration of our data transition tool serviceability. You’ll see the complete procedure, get a feel of the service, and view the data that’s imported. Move your records right now!
Move to Salesforce with our Experts
Still worry about doing things by yourself? Our experts are always ready to aid you. We can give you a price estimation today!