Move Halo Service Solutions Data to Salesforce Service Cloud
Moving data into Salesforce Service Cloud can be frustrating for the majority of businesses. The entire manual import process is not usually made by the unexperienced or people with little understanding of programming or coding. You'll likely also to face the challenge of your help desk software provider and their antipathy with helping you abandon their system. After all, you will be their lost customer. But relax, there’s still a way to import your records without stressing out.
Limited Import Options
Salesforce Service Cloud doesn’t offer easy ways to import customer info out of your Halo Service Solutions directly into their system.
You will have to use many approaches such as CSV for contacts, conversations with excel, as well as other means for user base, knowledge base and a lot more. Though it may seem that sound like you have a plethora of transfer options, all of them collectively require manual migration.
Lack of Professionals
You can use API, CSV, and other ways for moving records to Salesforce Service Cloud. Still, you’re going to require a skilled IT personnel to control the migration .
If you don’t have one among your employees, you’re going to have to employ a new one. And then you’ll have to examine if the written script will act exactly as planned.
Manual Migration is Unsafe
You can save a little money conducting the import yourself. The possibility is small though.
You might finish with losing your info anyways. And, you may have to suffer a record retrieval procedure and still miss a part of information after the restore level.
Making Data Migration Seamless
Moving records from your Halo Service Solutions to Salesforce Service Cloud doesn’t have to be a problem. Indeed, we can make the process as easy as pie. You no more have to spend time migrating records on and off and wish for the best the moment the process is initiated. Merely imagine the reboots 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 happy. We will deal with the other parts of the transfer!
Import from Halo Service Solutions to Salesforce Service CloudOur Service - Your Win
With hard work every day, our team has taken many years of practicing and expertise and can add them to handling your data transition.
We can cope with a variety of transfers from and to help desk or helpdesk-like platforms.
We move everything, with no restrictions to Salesforce Service Cloud with our migration tool. And we’re offering the next avantages:
Downtime is a Thing of the Past
With our methods, we can bring downtimes to the end. We understand that you have to go on with daily business as soon as possible. Migration times will become so short that they won’t even be noticeable for you or your customers . And then your crew can continue doing their daily business of pampering your clients.
Test it First
A successful migration process should have a trial step. This assures that the complete process will be successful, and you can notice any weak points and eliminate them before starting the complete transfer. Our specialists have built a tool that enables you set up endless free demos so that you can assess the process and forecast any errors.
No Frills Data Import to Salesforce
Working with our tool is nothing to worry about. It requires no downloads, software to set up, or even code to write. Transfer records to Salesforce Service Cloud seamlessly.
Maintaining Ticket Structure
Another issue with data migration is the integrity of data. What point do migrated records have when they are scattered or have some information lost. That’s why we have redular testing before we use our tool. We’re guaranteeing that you’ll have a pleasant experience migrating your records.
Why You Should Use Our Migration Tool
Data Safety and Privacy
Most companies are scared of using migration apps for anxiety about information leaks. We know what your needs in this case are and we make sure that your information will only be used within the migration process. Everything will be kept strictly confidential.
Data Transfer Support
Our team of professionals will always be on standby to help you with the migration . You will be led throughout the transition and we’ll also assure that everything is going on as expected.
Information Security
Our developers have created tools that won’t replace the records anyhow. The import process will move your data from the source to the target without changes or missing records.
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, prep work is required. Sign in to your Service Cloud account and create custom fields and user accounts. For the moment, triggers and automation rules must be deactivated.
Login your Halo Service Solutions
It’s time to go over to your Halo Service Solutions and copy the security tokens and other credentials. You’ll use this to connect your Halo Service Solutions with Salesforce Service Cloud and begin the import process.
Linking Salesforce Service Cloud
After, go back to Salesforce Service Cloud and create tokens and other credentials. You’ll also have to provide these in the import tool in order to finalize the linking.
Preserving Data Structure
You can also adjust which data you want to be moved and where they should be placed. Or in case there are extra requirements for your migration, you can request a personalization.
Test the Migration
As soon as you’re ready, it’s time for a trial run. The free trial allows you complete a data importing process and check a small amount of records for correspondence and correctness. Additionally, you are able to perform it as many times as you wish.
Migrating to Service Cloud
After performing a free demo, you have to migrate your records. To make the process simpler, choose a time when your support team is the least engaged and finalize the migration process.
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 Migration Tool
You can request a free demonstration of our migration tool reliability. You’ll see the whole procedure, get an idea of the service, and view the records that are moved. Transfer your records today!
Move to Salesforce with our Specialists
Still worry about doing things alone? Our specialists are always at standby to support you. We can give you a price estimate today!