Move Kayako Classic Data to Salesforce Service Cloud
Moving data into Salesforce Service Cloud can be frustrating for a great number of businesses. The entire manual import process is not rarely possible to be successfully made by the unexperienced or people with little knowledge about programming or coding. You will probably also to meet the problem of your help desk software provider and their unwillingness to help you leave their system. Sure, you will end up being their lost customer. But relax, there’s still a way to migrate your records avoiding stress.
Limited Import Options
Salesforce Service Cloud doesn’t offer easy ways to import data out of your Kayako Classic to their system.
You will have to use certain 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 looks like you have a number of import choices, all of them together depend on manual transfer.
Lack of Professionals
You are able to use API, CSV, and other ways for moving records to Salesforce Service Cloud. Still, you’re going to have a skilled IT personnel to watch over the transition .
If you don’t have one within your staff, you’re going to have to hire one. And then you’ll have to check if the created code will run exactly as expected.
By Hand Migration is Riskier
You can save a little money managing the import yourself. The possibility is small though.
You might wind up losing your info anyways. What is more, you may have to suffer a record retrieval procedure and still lose records after the restore stage.
Making Data Migration Seamless
Moving records from your Kayako Classic to Salesforce Service Cloud shouldn’t be a nightmare. Really, we can make the process as easy as pie. You no longer have to lose time migrating records on and off and hoping for the best as soon the process is begun. Merely imagine the resets and restorations that would have to take place in case you make a mistake on both ends. Invest time in what matters most – making your customers happy. We will cope with the other parts of the transition!
Import from Kayako Classic to Salesforce Service CloudOur Service - Your Win
With hard work every day, our team has spent a lot of time practicing and experience and can apply them to controlling your data transition.
We can cope with a variety of transfers from and to help desk or helpdesk-like platforms.
We can transfer everything, with no restrictions to Salesforce Service Cloud with our import tool. And we’re presenting the following avantages:
Say No To Downtime
Using our methods, we can bring downtimes to the end. We understand that you have to continue with daily business at once. Transition times will turn out to be so short that you won’t even notice it . And then your team can resume their daily business of catering to clients.
Try it Out First
A successful importing process should have a trial phase. This assures that the entire process will be successful, and you can see any weaknesses and eliminate them before setting up the full migration. Our professionals have built a tool that enables you set up endless free trials so that you can overview the process and anticipate any errors.
No Frills Data Migration to Salesforce
Working with our tool is nothing to worry about. It requires no downloads, applications to install, or even code to write. Move data to Salesforce Service Cloud effortlessly.
Saving Ticket Structure
Another issue with data migration is the integrity of tickets. What kind of use do migrated tickets have when they are corrupted or have data lost. That’s why we have rigorous testing before we release our tool. We assure you that you’ll have a pleasant experience transferring your tickets.
Why You Should Use Our Migration Tool
Data Security and Privacy
Most companies are scared of using import apps for fear of information leaks. We understand your needs and we make sure that your data will only be used within the import process. Everything will be kept strictly confidential.
Data Transfer Support
Our team of professionals will always be on standby to help you during the data transition . You’ll be guided during the transition and we’ll also make sure that everything is running as intended.
Data Security
Our tech team have created tools that won’t change the records in any way. The import process will transfer your data from the source to the target 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
First thing first
Like with any successful import, prep work is recommended. Sign in to Service Cloud and create custom fields and user profiles. For the moment, triggers and automation rules have to be turned off.
Login your Kayako Classic
It’s high time to go over to your Kayako Classic and get the security keys and credentials. You’ll use this to link your Kayako Classic with Salesforce Service Cloud and begin the migration process.
Connecting Salesforce Service Cloud
After, go back to Salesforce Service Cloud and generate keys and credentials. You’ll also have to provide these in the import tool to finalize the connection.
Adjusting Data Structure
You can also set which data you want to be moved and to which fields they belong. Or in case there are additional needs for your import, you can request a customization.
Test the Migration
As soon as you’re ready, it’s time for a free trial. The free trial allows you conduct a data importing process and check a small portion of data for correspondence and success. In addition, you are able to perform it as many times as you want.
Migrating to Service Cloud
After performing a free demo, it’s time to migrate your data. To make the process simpler, choose a time when your support department is the least loaded and finalize the data transfer process.
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 Migration Tool
You can ask for a free demonstration of our import tool reliability. You’ll see the complete procedure, get a feel of the service, and check the records that are imported. Move your records today!
Move to Salesforce with our Specialists
Still worry about doing things on your own? Our professionals are always ready to aid you. We can give you a price estimation today!