Import Richpanel Tickets to Salesforce® Service Cloud
Importing data into Salesforce® Service Cloud can be frustrating for most companies. The entire manual migration process is not rarely possible to be successfully made by the unexperienced or people with little understanding of programming and coding. You'll likely also to meet the challenge of your help desk software provider and their reluctance to help you abandon their system. After all, you will be their lost user. But don’t worry, there’s still a way to transfer your customer records without stress.
Limited Import Choices
Salesforce® Service Cloud doesn’t offer clear strategies for moving records out of your Richpanel into their system.
You would have to use certain ways such as CSV for contacts, conversations with excel, as well as other methods for users, knowledge base and more. While it may seem that sound like you have a number of transfer options, all of them collectively require manual importation.
No Team of Specialists
You are able to use API, CSV, and other techniques to transfer to Salesforce® Service Cloud. Still, you’re going to need an expert IT personnel to manage the transition process.
If you don’t have one among your team, you’re going to have to employ one. And then you’ll have to examine if the written script will act exactly as intended.
By Hand Transfer is Unpredictable
You could save a little money doing the migration yourself. The chances are slim though.
You might wind up losing your info anyways. Moreover, you may have to go through a data retrieval process and still miss a part of information after the restore level.
Making Data Import Effortless
Transferring data from your Richpanel to Salesforce® Service Cloud mustn’t be a nightmare. In fact, we can make it as easy as pie. You nevermore have to lose time moving things around and wish for the best once the process is started. Merely imagine the reboots and restorations that would have to take place if you make a mistake on both ends. Spend some time working on what matters most – keeping your customers pleased. We’ll deal with the remaining part of the migration!
Import from Richpanel to Salesforce® Service CloudOur Team - Your Success
Working hard daily, our team has spent years of training and expertise and can involve them in controlling your data transition.
We can cope with all kinds of transfers from and to help desk or helpdesk-like platforms.
We can transfer everything, with no limits to Salesforce® Service Cloud with our data transition tool. And we’re presenting the next benefits:
Say No To Downtime
Using our methods, we can finish downtimes. We understand that you have to go on with duties as soon as possible. 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 employees can continue doing their daily business of pampering your clients.
Try it Out First
A successful importing process should have a testing stage. This assures that the whole process will be successful, or you can detect any weaknesses and eliminate them before doing the real thing. Our specialists have built a tool that gives you endless trial runs so that you can assess the process and predict any errors.
No Frills Data Migration to Salesforce®
You won’t have to worry about using our tool. It doesn’t require any downloads, applications to set up, or even script to write. Migrate data to Salesforce® Service Cloud seamlessly.
Saving Ticket Integrity
Another problem with data transition is the integrity of records. What kind of point do moved records have when they are scrambled or have data missing. That’s why we have redular serviceability check before we use our tool. We assure you that you’ll have an easy time migrating your data.
Why You Should Choose Our Migration Services
Data Security and Privacy
Most people are afraid to use data transition apps for anxiety about data leaks. We know what your needs in this case are and we make certain that your data will only be used during the transfer process. All info will be kept confidential.
Import Assistance
Our team of specialists will always be online to help you during the transfer process. You will be supported during the transition and we’ll also assure that everything is working as expected.
Data Safety
Our tech team have built tools that won’t modify the records anyhow. The transition process will move your data from point A to point B with no changes or missing information.
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
Migration Preparation
As with any successful migration, prep work is needed. Login to your Service Cloud profile and create custom fields and agent profiles. For the moment, triggers and automation rules should be disabled.
Login your Richpanel
It’s high time to move to your Richpanel and find the security keys and other credentials. You’ll be needing this to connect your Richpanel with Salesforce® Service Cloud and set up the migration process.
Connecting Salesforce® Service Cloud
Then, get back to Salesforce® Service Cloud and get keys and other credentials. You’ll also need these in the import wizard to finalize the linking.
Adjusting Records Structure
You can also set which records you want to be moved and where they should be placed. Or if you have any extra demands for your import, you can opt for personalization.
Test the Process
Once you’re all set, it’s time for a free trial. The free trial allows you do a transition process and check a small number of data for integrity and correctness. Plus, you can perform it as many times as you wish.
Importing to Service Cloud
After doing a free test, you need to migrate your records. To simplify the process, choose a time when your support crew is the least loaded and start the import .
Hear from our happy clients
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 Import Tool
You can ask for a trial run of our data transition tool reliability. You’ll see the entire process, get an idea of the wizard, and check the data that’s transferred. Migrate your data today!
Salesforce® Service Cloud Import with our Professionals
Still feeling anxious about managing everything by yourself? Our professionals are always online to help you out. We can give you a price today!