Move HelpSpot Records to Salesforce Service Cloud
Migrating data into Salesforce Service Cloud can be challenging for the majority of people. The full manual migration process is not meant to be made by the unexperienced or people with little knowledge about programming and coding. You will probably also to face the problem of your help desk software provider and their reluctance to help you leave their system. It’s obvious, you will end up being their lost client. But don’t worry, there’s still a way to migrate your data avoiding all the fuss.
Limited Import Options
Salesforce Service Cloud doesn’t offer easy methods for importing data from your HelpSpot directly into their system.
You would have to use certain ways 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 looks like you have a plethora of import choices, all of them together depend on manual migration.
Lack of Experts
You are able to use API, CSV, and other methods in order to import to Salesforce Service Cloud. However, you’re going to require a professional IT team to manage the import .
If you don’t have one within your staff, you’re going to have to hire a new one. And then you’ll have to check if the created code will run exactly as planned.
By Hand Import is Riskier
You could save a few bucks conducting the transfer by yourself. The chances are little though.
You might end up losing your info anyways. And, you may have to go through a data restoration process and still lose records after the restore stage.
Making Data Migration Easier
Moving data from your HelpSpot to Salesforce Service Cloud shouldn’t be a nightmare. Indeed, we can make it a breeze. You nevermore have to waste time migrating records on and off and hoping for the best as soon the process is started. Just imagine the resets and restorations that would have to take place if you make an error on both ends. Devote some time to things that matter most – making your customers satisfied. We’ll handle the rest of the import!
Import from HelpSpot to Salesforce Service CloudOur Service - Your Success
With hard work on a daily basis, our team has spent many years of training and experience and can involve them in managing your data transition.
We can manage all sorts of transfers from and to help desk or helpdesk-like software.
We can transfer everything, with no limits to Salesforce Service Cloud with our import tool. And we’re presenting the following guarantees:
Say No To Downtime
Using our methods, we can finish downtimes. We understand that you should resume activities at once. Data transfer times will be so short that you won’t even notice it . And then your staff can resume their activities of catering to clients.
Try it Out First
A successful importing process should have a testing phase. This ensures that the complete process will be successful, or you will be able to detect any pitfalls and eliminate them before starting the full migration. Our professionals have made a tool that gives you endless trial runs so that you can overview the process and forecast any mistakes.
No Frills Data Migration to Salesforce
Working with our tool is nothing to worry about. It doesn’t require any downloads, applications to install, or even script to create. Migrate data to Salesforce Service Cloud seamlessly.
Saving Ticket Integrity
Another issue with data import is the integrity of tickets. What kind of use do transferred tickets have when they are scrambled or have data lost. That’s why we have reliable serviceability check before we release our tool. We’re guaranteeing that you’ll have an easy time transferring your data.
Why You Should Use Our Migration Services
Data Security and Privacy
Most companies are afraid to use import tools for fear of data leaks. We understand your needs and we ensure you that your data will only be used in the migration process. All info will be kept confidential.
Data Transfer Assistance
Our team of professionals will always be online to help you during the migration process. You’ll be supported during the transition and we’ll also ensure that everything is running as intended.
Data Safety
Our tech team have made tools that won’t change the information in any way. The migration process will transfer your data from point A to point B with no changes or loss of 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
Migration Preparation
As with any successful import, preparation is required. Login to Service Cloud and create custom fields and agent profiles. For the moment, triggers and automation rules must be turned off.
Login your HelpSpot
It’s high time to go to your HelpSpot and get the security keys and credentials. You’ll be needing this to link your HelpSpot with Salesforce Service Cloud and start the transfer process.
Connecting Salesforce Service Cloud
After, return to Salesforce Service Cloud and generate keys and credentials. You’ll also need these in the migration wizard to finalize the connection.
Adjusting Records Structure
You can also set which records you want to be transferred and to which fields they belong. Or in case of additional demands 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 lets you complete a migration process and review a small number of data for correspondence and success. In addition, you can set it up as many times as you want.
Migrating to Service Cloud
After performing a free test, it’s time to move your data. To make things easier, select a time when your support crew is the least busy 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 Import Tool
You can ask for a free demo of our import tool functionality. You’ll see the whole process, get a feel of the wizard, and see the records that are moved. Move your data now!
Move to Salesforce with our Experts
Still worry about doing everything on your own? Our professionals are always at standby to assist you. We can provide you with a price today!