Transfer Intercom Tickets to Salesforce Service Cloud
Importing data into Salesforce Service Cloud can be overwhelming for most people. The complete manual migration process is not meant to be made by beginners or people with little knowledge about programming and coding. You will likely also to face the challenge of your help desk vendor and their unwillingness to help you get out of their system. It’s obvious, you will end up being their lost user. But relax, there’s still a way to transfer your data avoiding stressing out.
Limited Import Methods
Salesforce Service Cloud doesn’t offer seamless strategies for moving customer info from the Intercom into their system.
You will have to use various ways such as CSV for contacts, conversations with excel, as well as other methods for users, knowledge base and even more. Even though it seems like you have a plethora of transfer choices, all of them collectively fall under manual migration.
Absence of Specialists
You are able to use API, CSV, and other techniques to import to Salesforce Service Cloud. Though, you’re going to need a professional IT staff to manage the import process.
If you don’t have one within your staff, you’re going to have to find a new one. And then you’ll have to examine if the created script will work exactly as planned.
By Hand Transfer is Unsafe
You could save a few dollars doing the transfer alone. The chances are small though.
You might end up losing your data anyways. What is more, you may have to go through a record restoration process and still lose information after the restore point.
Making Data Transfer Effortless
Migrating data from your Intercom to Salesforce Service Cloud doesn’t have to be complicated. In fact, we can make the process a piece of cake. You nevermore have to waste time moving things around and hoping for the best as soon the process is initiated. Just imagine the reboots and restorations you’d have to do in case you make a mistake on both ends. Devote some time to things that matter most – making your customers pleased. We will deal with the rest of the transition!
Import from Intercom to Salesforce Service CloudOur work - Your Success
Putting efforts into our work daily, our team has spent years of practicing and experience and can involve them in managing your data migration.
We can cope with all kinds of transfers from and to help desk or helpdesk-like systems.
We can transfer everything, with no limits to Salesforce Service Cloud with our migration tool. And we’re providing the following guarantees:
Say No To Downtime
Using our methods, we can finish downtimes. We understand that you need to resume activities at once. Data transfer times will be so low that you won’t even notice it . And then your staff can go on with their activities of pampering your customers.
Try it Out First
A successful importing process should have a testing step. This guarantees that the whole process will be successful, and you will have a chance to detect any weaknesses and correct them before setting up the full migration. Our experts have made a tool that gives you unlimited free trials so that you can see the process and forecast any issues.
No Frills Data Migration to Salesforce
Using our service is a seamless experience with no frills. It doesn’t require any downloads, applications to install, or even code to make. Migrate data to Salesforce Service Cloud easily.
Sustaining Ticket Integrity
Another challenge of data transition is the integrity of data. What kind of use do transferred tickets have when they are scrambled or have data missing. That’s why we have rigorous serviceability check before we launch our tool. We’re guaranteeing that you’ll have an easy time transferring your tickets.
Why You Should Decide On Our Migration Services
Data Security and Privacy
Most businesses are afraid to use migration services for fear of information leaks. We understand your needs and we ensure you that your data will only be used throughout the import process. All info will be kept strictly confidential.
Migration Assistance
Our team of experts will always be online to help you during the transfer . You’ll be supported during the transfer and we’ll also make sure that everything is running as planned.
Data Safety
Our tech team have built tools that won’t replace the data in any way. The migration process will transfer your data from point A to point B with no alterations 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 transfer, preparing is needed. Sign in to Service Cloud and create custom fields and agent profiles. For now, triggers and automation rules have to be turned off.
Login your Intercom
It’s high time to move to your Intercom and copy the security keys and credentials. You’ll use this to link your Intercom with Salesforce Service Cloud and start the transfer process.
Connecting Salesforce Service Cloud
After this, get back to Salesforce Service Cloud and create keys and credentials. You’ll also have to provide these in the data transition wizard to complete the connection.
Saving Records Structure
You can also change which records you want to be migrated and to which fields they belong. Or in case of additional demands for your transition, you can ask an customization.
Test the Import
When you’re all set, it’s time for a trial run. The free trial enables you do a migration process and examine a small number of data for integrity and success. In addition, you are able to set it up as many times as you wish.
Transferring to Service Cloud
After conducting a free test, you have to transfer your data. To make things easier, pick a time when your support crew is the least busy and initiate the data transfer .
Hear from our happy clients
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 trial run of our migration tool serviceability. You’ll see the entire procedure, get a feel of the wizard, and see the data that’s imported. Move your records now!
Migrate to Salesforce with our Professionals
Still feel nervous about managing everything alone? Our expert team members are always online to support you. We can offer you a price today!