Move Halo ServiceDesk Tickets to Salesforce Service Cloud
Importing data into Salesforce Service Cloud can be frustrating for most people. The complete manual migration process is not rarely possible to be successfully made by newbies or people with little knowledge about programming and coding. You'll likely also to face the issue of your help desk vendor and their reluctance to help you get out of their platform. It’s obvious, you will be their lost user. But relax, there’s still a way to migrate your data without stressing out.
Limited Import Options
Salesforce Service Cloud doesn’t offer easy strategies for moving customer info out of your Halo ServiceDesk into their system.
You will have to use many ways such as CSV for contacts, conversations with excel, as well as other means for users, knowledge base and more. While it may seem that sound like you have a lot of migration alternatives, all of them together fall under manual transfer.
Lack of Specialists
You can use API, CSV, and other techniques to transfer to Salesforce Service Cloud. Still, you’re going to need a professional IT staff to control the transition process.
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 final code will work exactly as expected.
Manual Import is Unsafe
You could save a little money doing the transfer alone. The chances are little though.
You might wind up losing your records anyways. Moreover, you may have to go through a record retrieval procedure and still miss some records after the restore point.
Making Data Migration Easier
Moving data from your Halo ServiceDesk to Salesforce Service Cloud doesn’t have to be a problem. In fact, we can make the process a piece of cake. You no more have to lose time moving things around and hoping for the best once the process is begun. Merely imagine the restarts and restorations you’d have to do if you make an error on both ends. Invest time in what matters most – keeping your customers pleased. We will cope with the rest of the transfer!
Import from Halo ServiceDesk to Salesforce Service CloudOur Service - Your Success
With hard work daily, our team has taken years of practicing and expertise and can add them to controlling your data import.
We can cope with all sorts of transfers from and to help desk or helpdesk-like platforms.
We move everything, with no limits to Salesforce Service Cloud with our migration tool. And we’re offering the following guarantees:
Downtime is a Thing of the Past
With our methods, we can finish downtimes. We understand that you have to resume activities as soon as possible. Migration times will turn out to be so low that you won’t even notice it . And then your employees can continue doing their daily business of caring for customers.
Test it First
A successful migration process should have a testing step. This assures that the whole process will be successful, and you will have a chance to notice any possible errors and fix them before doing the real thing. Our specialists have built a tool that enables you set up unlimited trial runs so that you can see the process and anticipate any errors.
No Frills Data Import to Salesforce
Working with our tool is nothing to worry about. It doesn’t require any downloads, software to install, or even code to make. Transfer records to Salesforce Service Cloud effortlessly.
Preserving Ticket Integrity
Another issue with data transition is the integrity of data. What use do transferred records have when they are scattered 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 a pleasant experience moving your data.
Why You Should Use Our Migration Services
Data Safety and Privacy
Most companies are afraid to use migration apps for fear of information leaks. We know what your needs in this case are and we ensure you that your information will only be used throughout the transfer process. All info will be kept strictly confidential.
Data Transfer Assistance
Our team of professionals will always be online to help you with the transfer . You will be led throughout the migration and we’ll also make sure that everything is working as expected.
Information Safety
Our developers have built tools that won’t replace the records in any way. The migration process will move your data from point A to point B without modifications 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, prep work is needed. Sign in to your Service Cloud account and create custom fields and agent accounts. Until now, triggers and automation rules should be disabled.
Login your Halo ServiceDesk
It’s time to move to your Halo ServiceDesk and copy the security tokens and credentials. You’ll use this to connect your Halo ServiceDesk with Salesforce Service Cloud and start the migration process.
Linking Salesforce Service Cloud
After, get back to Salesforce Service Cloud and create tokens and credentials. You’ll also have to provide these in the data transition wizard in order to finish the connection.
Keeping Records Structure
You can also choose which records you want to be moved and to which fields they belong. Or in case of extra requirements for your import, you can ask an customization.
Test the Migration
As soon as you’re set, it’s time for a trial run. The free trial allows you do a migration process and examine a small amount of records for integrity and success. Plus, you are able to perform it as many times as you need.
Migrating to Service Cloud
After performing a free test, you have to migrate your data. To make things easier, pick a time when your support team is the least loaded and initiate the import .
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 reliability. You’ll see the entire procedure, get an idea of the wizard, and check the data that’s transferred. Migrate your records today!
Move to Salesforce with our Experts
Still worry about managing everything alone? Our specialists are always online to aid you. We can offer you a price estimate today!