Import Helpjuice Data to Salesforce® Service Cloud
Moving data into Salesforce® Service Cloud can be challenging for most companies. The full manual migration process is not rarely possible to be successfully made by the unexperienced or people with little understanding of programming or coding. You will probably also to meet the issue of your help desk software provider and their unwillingness to help you leave their platform. After all, you will be their lost user. But relax, there’s still a way to transfer your customer records without stress.
Limited Import Choices
Salesforce® Service Cloud doesn’t offer clear ways to import data from your Helpjuice into their system.
You would have to use many ways such as CSV for contacts, conversations with excel, as well as other methods for user base, knowledge base and more. Even though it looks like you have a number of migration alternatives, all of them together depend on manual importation.
No Team of Professionals
You are able to use API, CSV, and other ways to move data to Salesforce® Service Cloud. However, you’re going to need an expert IT team to manage the transition .
If you don’t have one among your staff, you’re going to have to hire one. And then you’ll have to find out if the final code will run exactly as intended.
By Hand Migration is Riskier
You can save a few bucks doing the migration by yourself. The chances are slim though.
You might wind up losing your info anyways. Moreover, you may have to suffer a data retrieval procedure and still miss some records after the restore stage.
Making Data Import Seamless
Transferring records from your Helpjuice to Salesforce® Service Cloud shouldn’t be a problem. In fact, we can make it a breeze. You nevermore have to lose time migrating records on and off and wish for the best as soon the process is set up. Merely imagine the restarts and restorations that would have to take place in case you make an error on both ends. Spend some time working on what matters most – keeping your customers pleased. We will handle the remaining part of the transfer!
Import from Helpjuice to Salesforce® Service CloudOur Team - Your Win
Working hard every day, our team has taken years of training and expertise and can involve them in controlling your data transition.
We can manage a variety of transfers from and to help desk or helpdesk-like software.
We can transfer everything, with no restrictions to Salesforce® Service Cloud with our import tool. And we’re offering the next benefits:
Say No To Downtime
Using our methods, we can bring downtimes to the end. We understand that you should go on with duties as soon as possible. Data transfer times will turn out to be so short that they won’t even be noticeable for you or your customers . And then your team can resume their daily business of caring for clients.
Try it Out First
A successful importing process should have a trial phase. This ensures that the whole process will be successful, or you will be able to detect any pitfalls and eliminate them before doing the full migration. Our professionals have built a tool that enables you set up endless free trials so that you can overview the process and predict any errors.
No Frills Data Migration to Salesforce®
You won’t have to worry about using our tool. It requires no downloads, software to set up, or even script to create. Migrate data to Salesforce® Service Cloud easily.
Saving Ticket Structure
Another problem with data migration is the integrity of tickets. What point do moved records have when they are scrambled or have data lost. That’s why we have redular testing before we release our tool. We assure you that you’ll have a pleasant experience moving your tickets.
Why You Should Choose Our Migration Tool
Data Security and Privacy
Most people are scared of using import tools for anxiety about data leaks. We know what your needs in this case are and we make certain that your data will only be used within the transfer process. Everything will be kept confidential.
Import Support
Our team of specialists will always be on standby to help you with the transfer process. You will be supported during the transition and we’ll also assure that everything is running as intended.
Data Security
Our tech team have created tools that won’t change the information anyhow. The transition process will move your data from point A to point B with no changes 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
First thing first
Like with any successful import, preparation is needed. Login to your Service Cloud profile and create custom fields and agent profiles. For the moment, triggers and automation rules should be turned off.
Login your Helpjuice
It’s high time to go over to your Helpjuice and get the security tokens and other credentials. You’ll be needing this to connect your Helpjuice with Salesforce® Service Cloud and set up the migration process.
Connecting Salesforce® Service Cloud
Then, go back to Salesforce® Service Cloud and generate tokens and other credentials. You’ll also need these in the migration wizard to finalize the linking.
Adjusting Data Structure
You can also set which data you want to be transferred and where they should be placed. Or if you have any extra demands for your import, you can request a personalization.
Test the Process
Once you’re ready, it’s time for a trial run. The free trial lets you do a transition process and review a small number of data for correspondence and correctness. In addition, you can perform it as many times as you need.
Importing to Service Cloud
After doing a free demo, it’s time to move your records. To simplify the process, select a time when your support crew is the least loaded and finalize the import process.
Hear from our happy 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.
Automated Migration Tool
You can ask for a free demonstration of our import tool functionality. You’ll see the entire process, get an idea of the wizard, and check the records that are transferred. Move your data today!
Salesforce® Service Cloud Import with our Specialists
Still feeling anxious about doing things on your own? Our specialists are always online to assist you. We can provide you with a price today!