Import HelpShift Records to Salesforce Service Cloud
Migrating data into Salesforce Service Cloud can be challenging for most companies. The complete manual import process is not usually made by beginners or people with little understanding of programming and coding. You will likely also to meet the challenge of your help desk vendor and their reluctance to help you leave their system. Sure, you will end up being their lost customer. But don’t worry, there’s still a way to migrate your records without stress.
Limited Import Choices
Salesforce Service Cloud doesn’t offer clear methods for importing data from your HelpShift into their system.
You would have to use many approaches such as CSV for contacts, conversations with excel, as well as other methods for user base, knowledge base and a lot more. Even though it seems like you have loads of transfer options, all of them collectively depend on manual migration.
No Team of Experts
You are able to use API, CSV, and other methods to import to Salesforce Service Cloud. However, you’re going to need an expert IT staff to manage the migration .
If you don’t have one among your staff, you’re going to have to find one. And then you’ll have to examine if the written script will run exactly as planned.
By Hand Migration is Riskier
You can save a few bucks doing the migration alone. The possibility is small though.
You might finish with losing your data anyways. And, you may have to go through a data retrieval procedure and still miss a part of information after the restore stage.
Making Data Import Seamless
Transferring records from your HelpShift to Salesforce Service Cloud shouldn’t be complicated. In fact, we can make it a piece of cake. You nevermore have to spend time migrating records on and off and wish for the best as soon the process is started. Merely imagine the reboots and restorations you’d have to do if you make a mistake on both ends. Devote some time to things that matter most – making your customers happy. We’ll take care of the other parts of the migration!
Import from HelpShift to Salesforce Service CloudOur Team - Your Win
Working hard on a daily basis, our team has spent years of training and expertise and can involve them in handling your data migration.
We can cope with 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 providing 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 become so short that they won’t even be noticeable for you or your customers . And then your staff can go on with their daily business of pampering your customers.
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 have a chance to detect any weaknesses and correct them before starting the full migration. Our experts have built a tool that enables you set up unlimited trial runs so that you can overview the process and forecast any issues.
No Frills Data Migration to Salesforce
You won’t have to worry about using our tool. It requires no downloads, applications to set up, or even script to make. Migrate data to Salesforce Service Cloud with ease.
Saving Ticket Structure
Another problem with data import is the integrity of tickets. What kind of point do moved records have when they are scrambled or have data lost. That’s why we have redular serviceability check before we launch our tool. We assure you that you’ll have a pleasant experience migrating your data.
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 sure that your data will only be used in the migration process. All info will be kept confidential.
Import Support
Our team of specialists will always be on standby to help you during the transfer process. You will be supported during the transfer and we’ll also assure that everything is running as planned.
Data Security
Our tech team have made tools that won’t change the information anyhow. The transition process will move your data from the source to the target with no alterations 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 user profiles. For now, triggers and automation rules must be turned off.
Login your HelpShift
It’s high time to go to your HelpShift and get the security keys and other credentials. You’ll be needing this to connect your HelpShift with Salesforce Service Cloud and begin the import process.
Connecting Salesforce Service Cloud
Then, return to Salesforce Service Cloud and generate keys and other credentials. You’ll also need these in the data transition tool to complete 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 migration, you can order an 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 examine a small number of data for correspondence and correctness. In addition, you can perform it as many times as you wish.
Importing to Service Cloud
After doing a free demo, it’s time to move your records. To simplify the process, pick a time when your support crew is the least engaged and begin the migration .
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 Migration Tool
You can ask for a free demo of our import tool functionality. You’ll see the entire process, get an idea of the service, and view the records that are moved. Move your data today!
Salesforce Service Cloud Import with our Specialists
Still feeling anxious about doing everything on your own? Our expert team members are always online to assist you. We can offer you a price today!