Import SupportPal Tickets to Salesforce Service Cloud
Importing data into Salesforce Service Cloud can be frustrating for most people. The complete manual migration process is not rarely possible to be successfully made by the unexperienced or people with little understanding of programming or coding. You will probably also to face the problem of your help desk vendor and their reluctance to help you leave their system. After all, you will end up being their lost client. But don’t fret, there’s still a way to migrate your data without stress.
Limited Import Choices
Salesforce Service Cloud doesn’t offer clear strategies for moving customer info out of your SupportPal into their system.
You will have to use a number of ways such as CSV for contacts, conversations with excel, as well as other methods for users, knowledge base and more. While it looks like you have a lot of import options, all of them collectively depend on manual transfer.
No Team of Specialists
You can use API, CSV, and other techniques to import to Salesforce Service Cloud. Still, you’re going to need a professional IT staff to control the transition process.
If you don’t have one among your team, you’re going to have to hire a new one. And then you’ll have to check if the written script will run exactly as expected.
Manual Transition is Unsafe
You can save a little money doing the transfer alone. The chances are slim though.
You might wind 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 stage.
Making Data Import Simpler
Transferring records from your SupportPal to Salesforce Service Cloud doesn’t have to be stressful. In fact, we can make the process a piece of cake. You no more have to lose time moving things around and wish for the best once the process is begun. Just imagine the resets and restorations you’d have to do if you make a mistake on both ends. Invest time in what matters most – making your customers satisfied. We’ll deal with the rest of the migration!
Import from SupportPal to Salesforce Service CloudOur Team - Your Win
Working hard daily, our team has taken years of practicing and experience and can add them to controlling your data transition.
We can take care of 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 migration tool. And we’re giving the following guarantees:
Downtime is a Thing of the Past
With our methods, we can bring downtimes to the end. We understand that you have to resume activities at once. Migration times will turn out to be so low that they won’t even be noticeable for you or your customers . And then your crew can resume their activities of catering to customers.
Test it First
A successful migration process should have a trial step. This assures that the whole process will be successful, and you will have a chance to notice any weaknesses and eliminate them before doing the real thing. Our professionals have made a tool that gives you unlimited trial runs so that you can overview the process and anticipate any problems.
No Frills Data Import to Salesforce
You won’t have to worry about using our tool. It requires no downloads, software to install, or even code to make. Transfer data to Salesforce Service Cloud simply.
Preserving Ticket Structure
Another problem with data transition is the integrity of data. What use do transferred tickets have when they are scattered or have data missing. That’s why we have redular testing before we release our tool. We’re guaranteeing that you’ll have an easy time migrating your data.
Why You Should Choose Our Migration Tool
Data Safety and Privacy
Most people are scared of using migration apps for fear of information leaks. We understand your needs and we ensure you that your data will only be used throughout the transfer process. Everything will be kept strictly confidential.
Import Support
Our team of specialists will always be on standby to help you with the transfer . You’ll be led during the transition and we’ll also assure that everything is working as intended.
Information Security
Our developers have built tools that won’t replace the records in any way. The migration process will transfer 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
First thing first
Like with any successful transfer, prep work is needed. Sign in to Service Cloud and create custom fields and agent profiles. For the moment, triggers and automation rules should be disabled.
Login your SupportPal
It’s time to move to your SupportPal and copy the security tokens and credentials. You’ll use this to link your SupportPal with Salesforce Service Cloud and start the migration process.
Linking Salesforce Service Cloud
Then, get back to Salesforce Service Cloud and create tokens and credentials. You’ll also have to provide these in the data transition wizard to finalize the linking.
Keeping Data Structure
You can also choose which data you want to be moved and to which fields they belong. Or in case of additional requirements for your import, you can ask an personalization.
Test the Process
Once you’re prepared, it’s time for a free trial. The free trial allows you do a migration process and examine a small amount of data for integrity and correctness. Plus, you are able to set it up as many times as you want.
Importing to Service Cloud
After doing a free demo, you have to migrate your data. To make things easier, pick a time when your support team is the least loaded and initiate the import 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 migration tool reliability. You’ll see the entire procedure, get a feel of the wizard, and check the data that’s transferred. Migrate your records now!
Salesforce Service Cloud Import with our Expert Team
Still feeling anxious about managing everything alone? Our experts are always online to aid you. We can offer you a price estimate today!