Move osTicket Records to Salesforce Service Cloud
Migrating your records into Salesforce Service Cloud can be overwhelming for the majority of people. The complete manual import process is not meant to be made by the unexperienced or people with little knowledge about programming or coding. You'll likely also to face the challenge of your help desk vendor and their unwillingness to help you get out of their platform. It’s obvious, you will be their lost customer. But relax, there’s still a way to import your records avoiding stressing out.
Limited Import Options
Salesforce Service Cloud doesn’t offer easy methods for importing data from the osTicket directly into their system.
You would have to use several approaches such as CSV for contacts, conversations with excel, as well as other methods for user base, knowledge base and more. Even though it may seem that sound like you have a plethora of transfer options, all of them collectively fall under manual importation.
Lack of Experts
You can use API, CSV, and other methods to move data to Salesforce Service Cloud. Though, you’re going to require a professional IT staff to control the import .
If you don’t have one within your staff, you’re going to have to employ a new one. And then you’ll have to examine if the written script will work exactly as intended.
Manual Import is Riskier
You could spare a few dollars conducting the transfer alone. The possibility is small though.
You might end up losing your info anyways. Moreover, you may have to suffer a record restoration process and still miss a part of information after the restore point.
Making Data Migration Easier
Moving data from your osTicket to Salesforce Service Cloud shouldn’t be a problem. Indeed, we can make it a piece of cake. You no more have to waste time migrating records on and off and hoping for the best as soon the process is begun. Just imagine the reboots and restorations you’d have to do in case you make an error on both ends. Spend some time working on things that matter most – keeping your customers happy. We will handle the other parts of the transition!
Import from osTicket to Salesforce Service CloudOur Service - Your Success
With hard work on a daily basis, our staff has taken many years of training and expertise and can add them to managing your data transition.
We can take care of all sorts of migrations from and to help desk or helpdesk-like systems.
We move everything, with no limits to Salesforce Service Cloud with our import tool. And we’re offering the next guarantees:
Downtime is a Thing of the Past
With our methods, we can finish downtimes. We get that you need to proceed with your activities as soon as possible. Migration times will be so short that you won’t even notice it . And then your team can continue doing their activities of pampering your customers.
Test it First
A successful migration process should have a testing phase. This guarantees that the complete process will be successful, or you will have a chance to notice any pitfalls and eliminate them before doing the full migration. Our specialists have made a tool that gives you unlimited free trials so that you can see the process and predict any mistakes.
No Frills Data Import to Salesforce
Working with our tool is nothing to worry about. It doesn’t require any uploads, software to set up, or even script to make. Transfer data to Salesforce Service Cloud simply.
Preserving Ticket Integrity
Another issue with data import is the integrity of tickets. What point do transferred records have when they are scattered or have data lost. That’s why we have rigorous testing before we use our tool. We’re guaranteeing that you’ll have an easy time migrating your tickets.
Why You Should Use Our Migration Services
Data Safety and Privacy
Most companies are afraid to use import services for anxiety about data leaks. We know what your needs in this case are and we assure you that your data will only be used within the transfer process. Everything will be kept strictly confidential.
Data Transfer Assistance
Our team of professionals will always be online to help you out with the migration process. You will be led during the transition and we’ll also make sure that everything is running as expected.
Information Safety
Our developers have made tools that won’t change the data anyhow. The migration process will move 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
Import Preparation
As with any successful import, preparing is required. Login to your Service Cloud account and create custom fields and user profiles. For the moment, triggers and automation rules should be turned off.
Login your osTicket
It’s time to go to your osTicket and get the security tokens and other credentials. You’ll be needing this to connect your osTicket with Salesforce Service Cloud and initiate the transfer process.
Linking Salesforce Service Cloud
After, return to Salesforce Service Cloud and generate tokens and other credentials. You’ll also need these in the data transition tool to finalize the connection.
Keeping Records Structure
You can also choose which records you need to be migrated and where they should be placed. Or in case of extra requirements for your transition, you can request a customization.
Test the Migration
As soon as you’re set, it’s time for a demo run. The free trial enables you complete a migration process and examine a small amount of data for correspondence and success. In addition, you are able to set it up as many times as you wish.
Migrating to Service Cloud
After performing a free test, it’s time to transfer your records. To make things easier, pick a time when your support team is the least busy and finalize the import process.
Hear from our satisfied 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.
Automatic Import Service
You can request a free demo of our import tool serviceability. You’ll see the whole process, get an idea of the service, and see the records that are transferred. Move your records now!
Move to Salesforce with our Experts
Still worry about doing everything on your own? Our specialists are always at standby to help you out. We can offer you a price estimate today!