Transfer Odoo Helpdesk Data to Salesforce Service Cloud
Moving data into Salesforce Service Cloud can be challenging for most companies. The full manual migration process is not usually made by newbies or people with little knowledge about programming and coding. You will likely also to face the challenge of your help desk software provider and their antipathy with helping you abandon their platform. Sure, you will be their lost client. But don’t fret, there’s still a way to import your records avoiding all the fuss.
Limited Import Methods
Salesforce Service Cloud doesn’t offer seamless ways to import customer info from your Odoo Helpdesk into their system.
You would have to use several ways such as CSV for contacts, conversations with excel, as well as other methods for user base, knowledge base and more. Even though it seems like you have a plethora of transfer choices, all of them together require manual transfer.
Absence of Professionals
You can use API, CSV, and other ways for moving records to Salesforce Service Cloud. However, you’re going to need an expert IT team to manage the migration .
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 code will act exactly as expected.
Manual Migration is Unsafe
You can save a few bucks doing the migration by yourself. The chances are small though.
You might finish with losing your records anyways. Moreover, you may have to go through a data retrieval process and still lose records after the restore level.
Making Data Transfer Seamless
Migrating records from your Odoo Helpdesk to Salesforce Service Cloud doesn’t have to be complicated. In fact, we can make it a breeze. You nevermore have to spend time migrating records on and off and hoping for the best as soon the process is started. Merely imagine the reboots and restorations that would have to take place when you make a mistake on both ends. Invest time in what matters most – keeping your customers satisfied. We’ll cope with the other parts of the import!
Import from Odoo Helpdesk to Salesforce Service CloudOur work - Your Win
Putting efforts into our work every day, our team has spent years of training and experience and can involve them in handling your data import.
We can manage a variety of transfers from and to help desk or helpdesk-like software.
We move everything, with no restrictions to Salesforce Service Cloud with our migration tool. And we’re providing the following benefits:
Downtime is a Thing of the Past
With our methods, we can bring downtimes to the end. We understand that you should continue with duties at once. Data transfer times will become so short that you won’t even notice it . And then your employees can go on with their daily business of pampering your clients.
Test it First
A successful migration process should have a trial step. This ensures that the whole process will be successful, or you will be able to detect any weaknesses and fix them before doing the full migration. Our experts have built a tool that gives you endless free demos so that you can assess the process and anticipate any problems.
No Frills Data Import to Salesforce
Using our service is a seamless experience with no frills. It requires no downloads, applications to install, or even script to create. Migrate data to Salesforce Service Cloud easily.
Maintaining Ticket Structure
Another challenge of data migration is the integrity of data. What kind of use do moved tickets have when they are scrambled or have data lost. 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 records.
Why You Should Decide On Our Migration Tool
Data Safety and Privacy
Most businesses are scared of using migration tools for fear of data leaks. We understand your needs and we make certain that your data will only be used in the transfer process. All info will be kept confidential.
Migration Support
Our team of experts will always be on standby to help you during the transfer process. You’ll be supported during the migration and we’ll also make sure that everything is running as planned.
Information Security
Our developers have created tools that won’t replace the information in any way. The transition process will transfer your data from point A to point B with no modifications 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 transfer, preparation is needed. Login to Service Cloud and create custom fields and agent profiles. Until now, triggers and automation rules should be turned off.
Login your Odoo Helpdesk
It’s time to go over to your Odoo Helpdesk and copy the security keys and credentials. You’ll be needing this to link your Odoo Helpdesk with Salesforce Service Cloud and set up the import process.
Linking Salesforce Service Cloud
After this, go back to Salesforce Service Cloud and create keys and credentials. You’ll also need these in the migration wizard to finish the connection.
Preserving Data Structure
You can also adjust which data you want to be transferred and to which fields they belong. Or if you have any additional demands for your migration, you can order an customization.
Test the Import
When you’re ready, it’s time for a free trial. The free trial lets you do a transition process and review a small number of data for correspondence and success. In addition, you can perform it as many times as you wish.
Transferring to Service Cloud
After conducting a free demo, you have to move your data. To simplify the process, select a time when your support crew is the least engaged and begin the import .
Hear from our satisfied 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.
Automatic Migration Tool
You can request a free demonstration of our migration tool functionality. You’ll see the entire process, get a feel of the wizard, and view the records that are transferred. Move your data today!
Migrate to Salesforce with our Specialists
Still feel nervous about doing things alone? Our expert team members are always online to assist you. We can provide you with a price today!