Move SupportBee Tickets to Salesforce Service Cloud
Importing data into Salesforce Service Cloud can be overwhelming for most businesses. The full manual migration process is not usually made by newbies or people with little knowledge about programming and coding. You'll likely also to meet the challenge of your help desk vendor and their reluctance to help you abandon their system. After all, you will be their lost customer. But don’t fret, there’s still a way to transfer your records avoiding stressing out.
Limited Import Options
Salesforce Service Cloud doesn’t offer easy strategies for moving data from the SupportBee into their system.
You will have to use several ways such as CSV for contacts, conversations with excel, as well as other means for users, knowledge base and even more. Even though it may seem that sound like you have a number of transfer choices, all of them collectively require manual migration.
Lack of Specialists
You can use API, CSV, and other techniques for moving records to Salesforce Service Cloud. Though, you’re going to need a skilled IT team to control the migration process.
If you don’t have one within your staff, you’re going to have to employ one. And then you’ll have to examine if the created script will act exactly as planned.
Manual Import is Riskier
You could save a few dollars doing the import by yourself. The chances are little though.
You might finish with losing your records anyways. What is more, you may have to go through a record retrieval process and still lose information after the restore level.
Making Data Migration Easier
Moving data from your SupportBee to Salesforce Service Cloud shouldn’t be complicated. In fact, we can make the process a breeze. You no more have to spend time moving things around and hoping for the best as soon the process is initiated. Merely imagine the reboots and restorations you’d have to do if you make a mistake on both ends. Devote some time to what matters most – keeping your customers happy. We’ll take care of the other parts of the import!
Import from SupportBee to Salesforce Service CloudOur Service - Your Success
With hard work daily, our team has spent years of practicing and experience and can add them to handling your data import.
We can deal with all sorts of transfers 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 providing the following avantages:
Downtime is a Thing of the Past
With our methods, we can finish downtimes. We understand that you need to resume daily business at once. Migration times will become so low that you won’t even notice it . And then your staff can continue doing their daily business of pampering your customers.
Test it First
A successful migration process should have a testing phase. This guarantees that the whole process will be successful, and you will be able to notice any weak points and fix them before setting up the full migration. Our specialists have built a tool that gives you unlimited trial runs so that you can assess the process and forecast any errors.
No Frills Data Import to Salesforce
Working with our tool is nothing to worry about. It doesn’t require any downloads, applications to install, or even code to create. Transfer records to Salesforce Service Cloud seamlessly.
Maintaining Ticket Integrity
Another issue with data transition is the integrity of tickets. What kind of use do migrated tickets have when they are scattered or have some information missing. That’s why we have reliable serviceability check before we use our tool. We assure you that you’ll have an easy time transferring your data.
Why You Should Use Our Migration Services
Data Safety and Privacy
Most companies are afraid to use import services for fear of information leaks. We understand your needs and we make certain that your information will only be used during the import process. All info will be kept strictly confidential.
Data Transfer Assistance
Our team of professionals will always be online to help you during the transfer . You’ll be led throughout the migration and we’ll also ensure that everything is running as expected.
Information Safety
Our developers have built tools that won’t change the data in any way. The import process will transfer your data from point A to point B without 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
Import Preparation
As with any successful import, preparing is needed. Sign in to Service Cloud and create custom fields and agent accounts. Until now, triggers and automation rules have to be turned off.
Login your SupportBee
It’s time to move to your SupportBee and get the security keys and credentials. You’ll use this to link your SupportBee with Salesforce Service Cloud and set up the import process.
Linking Salesforce Service Cloud
After, get back to Salesforce Service Cloud and generate keys and credentials. You’ll also have to provide these in the migration wizard in order to finish the connection.
Preserving Records Structure
You can also adjust which records you want to be migrated and to which fields they belong. Or in case there are additional requirements for your migration, you can opt for customization.
Test the Migration
As soon as you’re set, it’s time for a free trial. The free trial enables you do a data importing process and review a small amount of records for integrity and success. In addition, you are able to perform it as many times as you wish.
Migrating to Service Cloud
After performing a free test, it’s time to transfer your data. To make the process simpler, select a time when your support team is the least engaged and start the data transfer .
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 Import Tool
You can request a trial run of our import tool serviceability. You’ll see the entire procedure, get a feel of the wizard, and view the data that’s imported. Move your records today!
Move to Salesforce with our Experts
Still worry about managing everything on your own? Our expert team members are always online to aid you. We can provide you with a price estimate today!