Import Ivanti Data to Salesforce Service Cloud
Moving your records into Salesforce Service Cloud can be challenging for a great number of people. The entire 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 software provider and their antipathy with helping you get out of their platform. Sure, you will be their lost client. But relax, there’s still a way to transfer your data without stressing out.
Limited Import Choices
Salesforce Service Cloud doesn’t offer clear ways to import customer info from your Ivanti to their system.
You would have to use a number of approaches such as CSV for contacts, conversations with excel, as well as other methods for user base, knowledge base and even more. Even though it seems like you have loads of transfer options, all of them together fall under manual importation.
No Team of Professionals
You are able to use API, CSV, and other ways to transfer to Salesforce Service Cloud. However, you’re going to have a professional IT personnel to control 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 code will work exactly as intended.
By Hand Import is Unsafe
You could spare a few bucks managing the transfer yourself. The possibility is small though.
You might finish with losing your data anyways. What is more, you may have to go through a data restoration process and still miss a part of records after the restore point.
Making Data Import Easier
Transferring data from your Ivanti to Salesforce Service Cloud doesn’t have to be stressful. Really, we can make it as easy as pie. You no more have to spend time migrating records on and off and wish for the best as soon the process is set up. Just imagine the reboots and restorations that would have to take place when you make an error on both ends. Spend some time working on things that matter most – keeping your customers satisfied. We will handle the rest of the migration!
Import from Ivanti to Salesforce Service CloudOur Team - Your Success
Working hard every day, our staff has taken a lot of time training and expertise and can add them to handling your data migration.
We can take care of all sorts of migrations from and to help desk or helpdesk-like software.
We can transfer everything, with no limits to Salesforce Service Cloud with our migration tool. And we’re giving the next guarantees:
Say No To Downtime
Using our methods, we can finish downtimes. We get that you should proceed with your activities as soon as possible. Migration times will become so short that they won’t even be noticeable for you or your customers . And then your employees can go on with their activities of pampering your clients.
Try it Out First
A successful importing process should have a testing step. This ensures that the entire process will be successful, or you can notice any pitfalls and correct them before setting up the full migration. Our experts have made a tool that gives you endless free demos so that you can see the process and predict any mistakes.
No Frills Data Migration to Salesforce
You won’t have to worry about using our tool. It doesn’t require any uploads, software to set up, or even script to write. Transfer data to Salesforce Service Cloud seamlessly.
Saving Ticket Integrity
Another problem with data migration is the integrity of data. What point do transferred records have when they are scattered or have data lost. That’s why we have redular serviceability check before we launch our tool. We assure you that you’ll have an easy time migrating your records.
Why You Should Choose Our Migration Services
Data Security and Privacy
Most people are afraid to use migration 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 within the import process. All info will be kept confidential.
Import Assistance
Our team of specialists will always be online to help you out with the data transition process. You will be led during the transfer and we’ll also assure that everything is running as planned.
Data Safety
Our tech team have created tools that won’t replace the information anyhow. The migration 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
Migration Preparation
As with any successful transfer, preparation is recommended. Login to your Service Cloud profile and create custom fields and user profiles. For now, triggers and automation rules have to be turned off.
Login your Ivanti
It’s high time to go over to your Ivanti and copy the security tokens and other credentials. You’ll be needing this to connect your Ivanti with Salesforce Service Cloud and begin the import process.
Connecting Salesforce Service Cloud
Then, go back to Salesforce Service Cloud and create tokens and other credentials. You’ll also need these in the import tool to complete the linking.
Adjusting Records Structure
You can also set which records you need to be transferred and where they should be placed. Or in case of extra requirements for your migration, you can request a personalization.
Test the Process
Once you’re set, it’s time for a demo run. The free trial lets you conduct a migration process and check a small amount of data for correspondence and correctness. In addition, you can set it up as many times as you wish.
Importing to Service Cloud
After doing a free test, you have to move your records. To make things easier, choose a time when your support team is the least engaged and finalize the data transfer .
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 Import Service
You can ask for a free demonstration of our migration tool functionality. You’ll see the complete process, get an idea of the service, and view the records that are imported. Move your data now!
Salesforce Service Cloud Import with our Experts
Still feeling anxious about doing things alone? Our experts are always ready to assist you. We can give you a price estimate today!