Move Jitbit HelpDesk Records to Salesforce Service Cloud
Migrating your records into Salesforce Service Cloud can be challenging for the majority of people. The full manual migration process is not usually made by newbies or people with little knowledge about programming and coding. You'll likely also to face the problem of your help desk software provider and their reluctance to help you abandon their platform. It’s obvious, you will be their lost client. But relax, there’s still a way to migrate your customer records avoiding stressing out.
Limited Import Options
Salesforce Service Cloud doesn’t offer easy methods for importing customer info from your Jitbit HelpDesk directly into their system.
You will have to use various ways such as CSV for contacts, conversations with excel, as well as other means for user base, knowledge base and a lot more. Though it may seem that sound like you have a lot of import alternatives, all of them together require manual importation.
Lack of Experts
You are able to use API, CSV, and other methods to transfer to Salesforce Service Cloud. However, you’re going to require a professional IT team to control the migration .
If you don’t have one within your employees, you’re going to have to employ a new one. And then you’ll have to check if the final code will act exactly as intended.
By Hand Migration is Unsafe
You can spare a few bucks conducting the transfer by yourself. The chances are little though.
You might finish with losing your records anyways. And, you may have to go through a record regain process and still miss some records after the restore level.
Making Data Migration Seamless
Moving records from your Jitbit HelpDesk to Salesforce Service Cloud doesn’t have to be a problem. Indeed, we can make the process a breeze. You no more have to spend time migrating records on and off and hoping for the best the moment the process is initiated. Simply imagine the resets and restorations that would have to take place if you make a mistake on both ends. Spend some time working on things that matter most – keeping your customers satisfied. We will handle the remaining part of the transition!
Import from Jitbit HelpDesk to Salesforce Service CloudOur Service - Your Win
With hard work on a daily basis, our staff has taken many years of practicing and experience and can add them to handling your data import.
We can manage a variety of migrations from and to help desk or helpdesk-like software.
We can transfer everything, with no restrictions to Salesforce Service Cloud with our migration tool. And we’re offering the next guarantees:
Say No To Downtime
Using our methods, we can bring downtimes to the end. We get that you should go on with activities at once. Migration times will become so short that you won’t even notice it . And then your employees can continue doing their daily tasks of catering to clients.
Try it Out First
A successful importing process should have a trial step. This ensures that the complete process will be successful, and you will be able to notice any possible errors and fix them before starting the complete transfer. Our specialists have created a tool that gives you endless trial runs so that you can assess the process and predict any issues.
No Frills Data Migration to Salesforce
Working with our tool is nothing to worry about. It requires no uploads, software to set up, or even code to create. Transfer records to Salesforce Service Cloud seamlessly.
Sustaining Ticket Structure
Another issue with data import is the integrity of data. What point do transferred tickets have when they are scattered or have some information lost. That’s why we have reliable serviceability check before we use our tool. We’re guaranteeing that you’ll have an easy time moving your data.
Why You Should Use Our Migration Tool
Data Security and Privacy
Most companies are scared of using migration tools for anxiety about information leaks. We understand your needs and we ensure you that your information will only be used in the migration process. All info will be kept strictly confidential.
Data Transfer Support
Our team of professionals will always be on standby to help you out with the migration . You’ll be led throughout the migration and we’ll also ensure that everything is going on as expected.
Data Security
Our tech team have made tools that won’t replace the information anyhow. The migration process will transfer your data from point A to point B without modifications or loss of records.
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 transfer, preparation is required. Sign in to Service Cloud and create custom fields and agent accounts. Until now, triggers and automation rules must be deactivated.
Login your Jitbit HelpDesk
It’s high time to go to your Jitbit HelpDesk and copy the security tokens and other credentials. You’ll use this to link your Jitbit HelpDesk with Salesforce Service Cloud and start the import process.
Connecting Salesforce Service Cloud
After, return to Salesforce Service Cloud and create tokens and other credentials. You’ll also have to provide these in the migration wizard in order to finish the connection.
Saving Data Structure
You can also change which data you need to be transferred and where they should be placed. Or in case of additional requirements for your migration, you can order an customization.
Test the Migration
As soon as you’re ready, it’s time for a demo run. The free trial lets you complete a migration process and review a small amount of records for correspondence and success. Additionally, you are able to start it as many times as you want.
Migrating to Service Cloud
After performing a free demo, you have to move your records. To make things easier, select a time when your support team 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 Service
You can ask for a free demo of our migration tool functionality. You’ll see the whole procedure, get a feel of the wizard, and view the records that are moved. Transfer your records right now!
Move to Salesforce with our Specialists
Still worry about doing everything alone? Our specialists are always at standby to support you. We can provide you with a price estimate today!