Import Halo PSA Tickets to Salesforce Service Cloud
Importing data into Salesforce Service Cloud can be challenging for the majority of companies. The full manual import process is not usually made by newbies or people with little understanding of programming or coding. You will probably also to meet the challenge of your help desk vendor and their antipathy with helping you get out of their platform. It’s obvious, you will end up being their lost client. But don’t worry, there’s still a way to migrate your data without stress.
Limited Import Choices
Salesforce Service Cloud doesn’t offer clear strategies for moving data from your Halo PSA directly into their system.
You will have to use certain approaches such as CSV for contacts, conversations with excel, as well as other means for users, knowledge base and a lot more. Even though it looks like you have a number of transfer options, all of them collectively fall under manual transfer.
No Team of Specialists
You are able to use API, CSV, and other techniques to transfer to Salesforce Service Cloud. However, you’re going to require an expert IT team to watch over the migration process.
If you don’t have one among your staff, you’re going to have to hire one. And then you’ll have to examine if the written script will work exactly as expected.
By Hand Transfer is Riskier
You could save a few bucks conducting the migration by yourself. The possibility is small though.
You might finish with losing your records anyways. And, you may have to suffer a data retrieval process and still miss a part of information after the restore point.
Making Data Import Effortless
Transferring data from your Halo PSA to Salesforce Service Cloud shouldn’t be stressful. Indeed, we can make the process a breeze. You no longer have to spend time moving things around and wish for the best as soon the process is set up. Merely imagine the reboots and restorations you’d have to do when you make an error on both ends. Invest time in things that matter most – making your customers satisfied. We’ll cope with the rest of the migration!
Import from Halo PSA to Salesforce Service CloudOur Team - Your Success
Working hard daily, our team has taken many years of practicing and expertise and can apply them to handling your data import.
We can take care of all kinds of transfers from and to help desk or helpdesk-like software.
We can transfer everything, with no limits to Salesforce Service Cloud with our import tool. And we’re giving the next benefits:
Say No To Downtime
Using our methods, we can finish downtimes. We understand that you should proceed with your duties as soon as possible. Transition times will become so low that they won’t even be noticeable for you or your customers . And then your team can resume their daily business of pampering your customers.
Try it Out First
A successful importing process should have a testing phase. This ensures that the complete process will be successful, and you will be able to see any weak points and fix them before starting the full migration. Our professionals have built a tool that gives you unlimited free demos so that you can see the process and anticipate any mistakes.
No Frills Data Migration to Salesforce
You won’t have to worry about using our tool. It doesn’t require any downloads, software to set up, or even code to create. Move records to Salesforce Service Cloud with ease.
Saving Ticket Integrity
Another problem with data transition is the integrity of tickets. What point do moved records have when they are corrupted or have some information missing. That’s why we have rigid testing before we release our tool. We assure you that you’ll have an easy time migrating your records.
Why You Should Choose Our Migration Services
Data Security and Privacy
Most people are afraid to use import tools for anxiety about information leaks. We know what your needs in this case are and we assure you that your information will only be used during the migration process. Everything will be kept confidential.
Import Assistance
Our team of specialists will always be online to help you with the migration . You will be guided throughout the migration and we’ll also make certain that everything is running as intended.
Data Safety
Our tech team have built tools that won’t change the information anyhow. The transition process will move your data from the source to the target without modifications or missing 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
Migration Preparation
As with any successful import, preparation is required. Sign in to your Service Cloud profile and create custom fields and user accounts. Until now, triggers and automation rules must be turned off.
Login your Halo PSA
It’s high time to move to your Halo PSA and get the security tokens and other credentials. You’ll use this to connect your Halo PSA with Salesforce Service Cloud and initiate the import process.
Connecting Salesforce Service Cloud
Then, get back to Salesforce Service Cloud and generate tokens and other credentials. You’ll also have to provide these in the migration tool in order to finish the linking.
Adjusting Records Structure
You can also set which records you want to be transferred and where they should be placed. Or if you have any extra needs for your migration, you can opt for personalization.
Test the Process
Once you’re all set, it’s time for a trial run. The free trial lets you complete a transition process and review a small portion of records for integrity and correctness. In addition, you can perform it as many times as you wish.
Importing to Service Cloud
After doing a free test, it’s time to move your records. To simplify the process, select a time when your support department is the least engaged and start the migration process.
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 Import Tool
You can ask for a trial run of our import tool functionality. You’ll see the whole procedure, get an idea of the service, and view the data that’s moved. Move your data today!
Salesforce Service Cloud Import with our Professionals
Still feeling anxious about managing everything on your own? Our experts are always at standby to aid you. We can provide you with a price estimation today!