Move Kustomer Data to Salesforce Service Cloud
Moving data into Salesforce Service Cloud can be frustrating for a great number of businesses. The complete manual migration process is not rarely possible to be successfully made by the unexperienced or people with little understanding of programming or coding. You will likely also to meet the problem 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 client. But relax, there’s still a way to transfer your records without all the fuss.
Limited Import Options
Salesforce Service Cloud doesn’t offer easy ways to import data out of your Kustomer to their system.
You will have to use certain ways such as CSV for contacts, conversations with excel, as well as other means for users, knowledge base and a lot more. Though it seems like you have loads of import options, all of them collectively fall under manual migration.
Lack of Professionals
You are able to use API, CSV, and other ways in order to import to Salesforce Service Cloud. Still, you’re going to have a skilled IT staff to manage the transition process.
If you don’t have one among your employees, you’re going to have to find one. And then you’ll have to check if the written script will work exactly as planned.
By Hand Migration is Riskier
You can save a little money managing the import alone. The chances are little though.
You might wind up losing your info anyways. And, you may have to suffer a data retrieval process and still miss a part of information after the restore point.
Making Data Migration Seamless
Moving records from your Kustomer to Salesforce Service Cloud shouldn’t be a nightmare. Really, we can make the process a piece of cake. You nevermore have to lose time moving things around and wish for the best the moment the process is set up. Merely imagine the resets 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 satisfied. We will deal with the other parts of the transfer!
Import from Kustomer 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 involve them in 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 resume daily business at once. Data transfer times will turn out to be so low that they won’t even be noticeable for you or your customers . And then your crew can go on with their daily business of catering to customers.
Try it Out First
A successful importing process should have a trial phase. This assures that the entire process will be successful, and you will have a chance to detect any weak points and eliminate them before starting the complete transfer. Our experts have built 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
Working with our tool is nothing to worry about. It requires no downloads, applications to install, or even code to make. Migrate records to Salesforce Service Cloud effortlessly.
Sustaining Ticket Structure
Another issue with data migration is the integrity of tickets. What kind of use do migrated tickets have when they are scrambled or have some information missing. That’s why we have redular testing before we launch our tool. We assure you that you’ll have an easy time migrating 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 ensure you that your information will only be used throughout the migration process. Everything will be kept confidential.
Data Transfer Support
Our team of professionals will always be on standby to help you during the data transition . You’ll be supported throughout the transition and we’ll also assure that everything is going on as planned.
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 point A to point B without changes or missing 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 import, prep work is recommended. Sign in to Service Cloud and create custom fields and agent accounts. For the moment, triggers and automation rules must be deactivated.
Login your Kustomer
It’s high time to go over to your Kustomer and get the security keys and credentials. You’ll use this to link your Kustomer with Salesforce Service Cloud and start 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 data transition wizard in order to finalize the linking.
Saving Data Structure
You can also change which data you want to be moved and to which fields they belong. Or in case there are additional demands for your import, you can ask an personalization.
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 examine a small number of records for integrity and correctness. Additionally, you can 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, pick a time when your support crew is the least loaded and initiate the migration 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 wizard, and check the data that’s moved. Transfer your data 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 offer you a price today!