Import ServiceDesk Plus Tickets to Salesforce Service Cloud
Importing data into Salesforce Service Cloud can be frustrating for the majority of businesses. The full manual import process is not rarely possible to be successfully made by beginners or people with little knowledge about programming or coding. You'll likely also to meet the problem of your help desk vendor and their unwillingness to help you get out of their platform. After all, you will be their lost customer. But relax, there’s still a way to transfer your customer records avoiding all the fuss.
Limited Import Choices
Salesforce Service Cloud doesn’t offer clear strategies for moving data out of your ServiceDesk Plus directly into their system.
You will have to use a number of approaches such as CSV for contacts, conversations with excel, as well as other means for user base, knowledge base and even more. While it may seem that sound like you have a number of import options, all of them collectively fall under manual migration.
No Team of Specialists
You can use API, CSV, and other techniques to move data to Salesforce Service Cloud. Still, you’re going to require a skilled IT team to control the transition .
If you don’t have one within your team, you’re going to have to employ one. And then you’ll have to check if the written script will work exactly as planned.
Manual Transition is Riskier
You can save a little money conducting the import by yourself. The possibility is small though.
You might wind up losing your data anyways. What is more, you may have to suffer a data restoration process and still miss a part of information after the restore point.
Making Data Import Simpler
Transferring records from your ServiceDesk Plus to Salesforce Service Cloud shouldn’t be a problem. Indeed, we can make the process a breeze. You no more have to lose time migrating records on and off and hoping for the best once the process is set up. Just imagine the resets and restorations you’d have to do in case you make an error on both ends. Devote some time to things that matter most – keeping your customers happy. We will take care of the remaining part of the transition!
Import from ServiceDesk Plus to Salesforce Service CloudOur Team - Your Win
Working hard daily, our team has taken many years of practicing and expertise and can add them to controlling your data migration.
We can cope with different kinds of transfers from and to help desk or helpdesk-like platforms.
We move everything, with no restrictions to Salesforce Service Cloud with our import tool. And we’re offering the next avantages:
Downtime is a Thing of the Past
With our methods, we can bring downtimes to the end. We understand that you have to go on with daily business as soon as possible. Migration times will turn out to be so short that you won’t even notice it . And then your team can continue doing their activities of catering to customers.
Test it First
A successful migration process should have a trial phase. This assures that the complete process will be successful, and you will be able to notice any possible errors and correct them before setting up the real thing. Our specialists have made a tool that gives you unlimited free trials so that you can see the process and forecast any issues.
No Frills Data Import to Salesforce
You won’t have to worry about using our tool. It requires no downloads, software to set up, or even code to create. Transfer records to Salesforce Service Cloud seamlessly.
Maintaining Ticket Structure
Another problem with data transition is the integrity of tickets. What point do migrated records have when they are scattered or have some information lost. That’s why we have rigorous testing before we use our tool. We assure you that you’ll have an easy time migrating your tickets.
Why You Should Choose Our Migration Tool
Data Safety and Privacy
Most people are scared of using import apps for anxiety about information leaks. We know what your needs in this case are and we assure you that your information will only be used within the import process. Everything will be kept confidential.
Import Support
Our team of specialists will always be on standby to help you with the migration . You will be led throughout the transfer and we’ll also make sure that everything is working as expected.
Information Security
Our developers have built tools that won’t change the records anyhow. The import process will move your data from the source to the target without alterations or loss of 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
First thing first
Like with any successful import, prep work is required. Sign in to your Service Cloud account and create custom fields and user accounts. For now, triggers and automation rules have to be disabled.
Login your ServiceDesk Plus
It’s time to move to your ServiceDesk Plus and get the security tokens and other credentials. You’ll use this to connect your ServiceDesk Plus with Salesforce Service Cloud and initiate the migration process.
Linking Salesforce Service Cloud
Then, get back to Salesforce Service Cloud and generate tokens and other credentials. You’ll also have to provide these in the migration tool in order to complete the connection.
Preserving Data Structure
You can also adjust which data you want to be moved and where they should be placed. Or in case there are extra requirements for your import, you can request a customization.
Test the Process
Once you’re prepared, it’s time for a trial run. The free trial allows you complete a data importing process and review a small amount of records for correspondence and success. Plus, you can set it up as many times as you want.
Importing to Service Cloud
After doing a free demo, it’s time to migrate your records. To make the process simpler, select a time when your support team is the least loaded and finalize the data transfer process.
Hear from our satisfied 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.
Automatic Migration Tool
You can request a trial run of our import tool reliability. You’ll see the whole procedure, get an idea of the service, and check the records that are imported. Migrate your data now!
Salesforce Service Cloud Import with our Expert Team
Still feeling anxious about managing everything on your own? Our specialists are always at standby to support you. We can provide you with a price estimate today!