Import HubSpot Service Hub Data to Salesforce Service Cloud
Moving data into Salesforce Service Cloud can be frustrating for most businesses. The entire manual migration process is not usually made by beginners or people with little understanding of programming or coding. You'll likely also to face the issue of your help desk software provider and their reluctance to help you get out of their system. After all, you will be their lost user. But relax, there’s still a way to migrate your data avoiding all the fuss.
Limited Import Choices
Salesforce Service Cloud doesn’t offer clear ways to import data out of your HubSpot Service Hub into their system.
You would have to use a number of ways such as CSV for contacts, conversations with excel, as well as other methods for users, knowledge base and a lot more. Even though it may seem that sound like you have a lot of migration options, all of them together fall under manual migration.
No Team of Professionals
You can use API, CSV, and other ways for moving records to Salesforce Service Cloud. Still, you’re going to need a skilled IT personnel to control the migration process.
If you don’t have one among your staff, you’re going to have to employ a new one. And then you’ll have to find out if the written code will work exactly as planned.
Manual Transition is Riskier
You can save a little money doing the import yourself. The chances are slim though.
You might finish with losing your data anyways. And, you may have to suffer a data regain process and still miss a part of records after the restore point.
Making Data Import Simpler
Transferring records from your HubSpot Service Hub to Salesforce Service Cloud shouldn’t be complicated. In fact, we can make it as easy as pie. You no more have to spend time moving things around and wish for the best as soon the process is set up. Simply imagine the restarts and restorations that would have to take place if you make an error on both ends. Devote some time to what matters most – keeping your customers pleased. We will deal with the rest of the transition!
Import from HubSpot Service Hub to Salesforce Service CloudOur Team - Your Win
Working hard every day, our team has spent years of training and experience and can add them to handling your data migration.
We can manage different kinds of transfers from and to help desk or helpdesk-like platforms.
We move everything, with no restrictions to Salesforce Service Cloud with our import tool. And we’re providing the following avantages:
Downtime is a Thing of the Past
With our methods, we can bring downtimes to the end. We understand that you have to resume daily business at once. Migration times will become so low that they won’t even be noticeable for you or your customers . And then your team can continue doing their daily tasks of caring for clients.
Test it First
A successful migration process should have a trial phase. This assures that the whole process will be successful, or you can notice any weaknesses and correct them before starting the full migration. Our specialists have created a tool that gives you endless trial runs so that you can see the process and forecast any errors.
No Frills Data Import to Salesforce
You won’t have to worry about using our tool. It requires no downloads, applications to install, or even script to write. Transfer data to Salesforce Service Cloud with ease.
Maintaining Ticket Structure
Another problem with data migration is the integrity of tickets. What kind of use do migrated tickets have when they are scattered or have data missing. That’s why we have redular testing before we use our tool. We’re guaranteeing that you’ll have an easy time migrating your data.
Why You Should Choose Our Migration Tool
Data Safety and Privacy
Most people are scared of using import apps for fear of data leaks. We understand your needs and we ensure you that your data will only be used during the migration process. Everything will be kept confidential.
Import Support
Our team of specialists will always be on standby to help you during the transfer process. You’ll be led during the transfer and we’ll also assure that everything is running as expected.
Information Security
Our developers have created tools that won’t change the records in any way. The import process will transfer your data from point A to point B 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, prep work is needed. Login to Service Cloud and create custom fields and agent profiles. For now, triggers and automation rules must be turned off.
Login your HubSpot Service Hub
It’s time to go over to your HubSpot Service Hub and get the security keys and credentials. You’ll be needing this to link your HubSpot Service Hub with Salesforce Service Cloud and start the import process.
Linking Salesforce Service Cloud
Then, go back to Salesforce Service Cloud and generate keys and credentials. You’ll also need these in the import wizard to complete the linking.
Preserving Data Structure
You can also adjust which data you want to be moved and to which fields they belong. Or in case there are additional requirements for your migration, you can opt for personalization.
Test the Process
Once you’re prepared, it’s time for a free trial. The free trial allows you do a data importing process and check a small amount of data for integrity and correctness. In addition, you can start it as many times as you need.
Importing to Service Cloud
After doing a free demo, it’s time to migrate your data. To make the process simpler, choose a time when your support team is the least engaged and start 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 import tool reliability. You’ll see the entire process, get a feel of the wizard, and view the data that’s moved. Move your data right now!
Salesforce Service Cloud Import with our Expert Team
Still feeling anxious about doing things on your own? Our expert team members are always online to help you out. We can give you a price estimate today!