Move HappyFox Records to Salesforce Service Cloud
Migrating data into Salesforce Service Cloud can be frustrating for most people. The full manual import process is not meant to be made by the unexperienced or people with little knowledge about programming or coding. You will probably also to face the issue of your help desk software provider and their antipathy with helping you leave their platform. It’s obvious, you will be their lost customer. But relax, there’s still a way to migrate your customer records without stressing out.
Limited Import Options
Salesforce Service Cloud doesn’t offer easy methods for importing customer info out of your HappyFox into their system.
You would have to use various approaches such as CSV for contacts, conversations with excel, as well as other methods for user base, knowledge base and even more. Though it looks like you have a plethora of migration choices, all of them together depend on manual importation.
Lack of Experts
You are able to use API, CSV, and other methods for moving records to Salesforce Service Cloud. Still, you’re going to need a professional IT team to watch over the import .
If you don’t have one within your employees, you’re going to have to hire a new one. And then you’ll have to find out if the created code will run exactly as intended.
By Hand Import is Unsafe
You could save a little money doing the transfer by yourself. The possibility is small though.
You might end up losing your info anyways. What is more, you may have to suffer a record retrieval procedure and still lose records after the restore stage.
Making Data Migration Easier
Moving data from your HappyFox to Salesforce Service Cloud doesn’t have to be a nightmare. In fact, we can make it a breeze. You no longer have to waste time migrating records on and off and hoping for the best the moment the process is initiated. Merely imagine the restarts and restorations that would have to take place when you make an error on both ends. Spend some time working on what matters most – keeping your customers happy. We will deal with the remaining part of the migration!
Import from HappyFox to Salesforce Service CloudOur Service - Your Success
With hard work on a daily basis, our team has spent years of training and expertise and can apply them to managing your data transition.
We can deal with all sorts of transfers from and to help desk or helpdesk-like platforms.
We can transfer everything, with no limits to Salesforce Service Cloud with our migration tool. And we’re presenting the next guarantees:
Say No To Downtime
Using our methods, we can finish downtimes. We understand that you have to proceed with your activities as soon as possible. Transition times will be so short that you won’t even notice it . And then your team can resume their daily business of caring for clients.
Try it Out First
A successful importing process should have a testing step. This assures that the whole process will be successful, or you will be able to see any pitfalls and eliminate them before setting up the complete transfer. Our professionals have built a tool that enables you set up endless free demos so that you can overview the process and predict any errors.
No Frills Data Migration to Salesforce
Working with our tool is nothing to worry about. It doesn’t require any downloads, applications to set up, or even script to create. Move data to Salesforce Service Cloud simply.
Saving Ticket Integrity
Another issue with data import is the integrity of data. What kind of point do transferred records have when they are corrupted or have data lost. That’s why we have reliable testing before we release our tool. We’re guaranteeing that you’ll have a pleasant experience transferring your records.
Why You Should Use Our Migration Services
Data Security and Privacy
Most companies are afraid to use migration apps for anxiety about data leaks. We know what your needs in this case are and we assure you that your data will only be used in the import process. Everything will be kept strictly confidential.
Data Transfer Assistance
Our team of professionals will always be online to help you during the transfer process. You will be guided during the transition and we’ll also ensure that everything is going on as intended.
Data Safety
Our tech team have made tools that won’t replace the records anyhow. The migration process will move your data from the source to the target with no changes or loss of 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
Migration Preparation
As with any successful transfer, prep work is needed. Login to your Service Cloud profile and create custom fields and user profiles. For the moment, triggers and automation rules have to be deactivated.
Login your HappyFox
It’s high time to go to your HappyFox and copy the security keys and other credentials. You’ll be needing this to connect your HappyFox with Salesforce Service Cloud and initiate the transfer process.
Connecting Salesforce Service Cloud
After, return to Salesforce Service Cloud and create keys and other credentials. You’ll also need these in the migration tool to finalize the connection.
Adjusting Records Structure
You can also set which records you want to be moved and where they should be placed. Or in case of extra needs for your transition, you can order 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 review a small portion of data for correspondence and success. Additionally, 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 records. To make things easier, select a time when your support department is the least busy and begin the data transfer process.
Hear from our happy buyers
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 free demo of our migration tool reliability. You’ll see the entire process, get an idea of the service, and see the records that are imported. Transfer your records today!
Move to Salesforce with our Experts
Still worry about doing everything alone? Our professionals are always online to assist you. We can provide you with a price estimation today!