Import Syncro Records to Salesforce Service Cloud
Migrating your records into Salesforce Service Cloud can be frustrating for the majority of people. The complete manual import process is not rarely possible to be successfully made by beginners or people with little knowledge about programming or coding. You will probably also to face the challenge of your help desk vendor and their unwillingness to help you get out of their platform. After all, you will be their lost client. But don’t worry, there’s still a way to transfer your records without stressing out.
Limited Import Choices
Salesforce Service Cloud doesn’t offer clear methods for importing customer info out of your Syncro directly into their system.
You would have to use a number of approaches such as CSV for contacts, conversations with excel, as well as other means for users, knowledge base and a lot more. Though it looks like you have a lot of transfer options, all of them collectively fall under manual importation.
No Team of Experts
You are able to use API, CSV, and other methods to transfer to Salesforce Service Cloud. Still, you’re going to require a professional IT staff to manage the transition process.
If you don’t have one within your employees, you’re going to have to hire a new one. And then you’ll have to examine if the written script will work exactly as intended.
By Hand Transition is Unsafe
You can spare a little money conducting the transfer alone. The possibility is small though.
You might wind up losing your data anyways. And, you may have to suffer a record restoration process and still miss a part of information after the restore point.
Making Data Import Simpler
Transferring records from your Syncro to Salesforce Service Cloud doesn’t have to be a problem. Indeed, we can make it a piece of cake. You nevermore have to lose time moving things around and hoping for the best the moment the process is initiated. Just imagine the reboots and restorations you’d have to do in case you make a mistake on both ends. Spend some time working on things that matter most – keeping your customers satisfied. We’ll handle the other parts of the transfer!
Import from Syncro to Salesforce Service CloudOur Team - Your Win
Working hard on a daily basis, our staff has taken many years of training and expertise and can involve them in controlling your data migration.
We can take care of different kinds of migrations from and to help desk or helpdesk-like platforms.
We can transfer everything, with no restrictions to Salesforce Service Cloud with our migration tool. And we’re offering the next guarantees:
Say No To Downtime
Using our methods, we can bring downtimes to the end. We get that you have to proceed with your activities as soon as possible. Data transfer times will turn out to be so low that you won’t even notice it . And then your crew can resume their activities of pampering your customers.
Try it Out First
A successful importing process should have a trial step. This assures that the complete process will be successful, or you will have a chance to detect any weak points and correct them before starting the complete transfer. Our professionals have made a tool that gives you unlimited free trials so that you can see the process and predict any issues.
No Frills Data Migration to Salesforce
You won’t have to worry about using our tool. It requires no uploads, software to set up, or even script to make. Migrate records to Salesforce Service Cloud effortlessly.
Saving Ticket Structure
Another problem with data import is the integrity of data. What point do transferred records have when they are scrambled or have some information missing. That’s why we have reliable testing before we release our tool. We’re guaranteeing that you’ll have an easy time migrating your tickets.
Why You Should Choose Our Migration Tool
Data Security and Privacy
Most people are scared of using migration apps for anxiety about data leaks. We know what your needs in this case are and we make sure that your information will only be used throughout the migration process. Everything will be kept strictly confidential.
Import Support
Our team of specialists will always be on standby to help you out with the migration process. You will be supported throughout the transfer and we’ll also ensure that everything is going on as intended.
Data Security
Our tech team have made tools that won’t replace the records anyhow. The migration process will move your data from the source to the target without alterations or loss of records.
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 required. Login to your Service Cloud profile and create custom fields and user accounts. For now, triggers and automation rules must be deactivated.
Login your Syncro
It’s high time to go to your Syncro and copy the security tokens and other credentials. You’ll be needing this to connect your Syncro with Salesforce Service Cloud and begin the migration process.
Connecting Salesforce Service Cloud
Then, return to Salesforce Service Cloud and create tokens and other credentials. You’ll also need these in the data transition tool in order to complete the connection.
Adjusting Data Structure
You can also set which data you need to be moved and where they should be placed. Or in case of extra demands for your import, you can ask an customization.
Test the Process
Once you’re prepared, it’s time for a demo migration. The free trial allows you complete a migration process and examine a small number of records for integrity and success. Additionally, you are able to set it up as many times as you wish.
Importing to Service Cloud
After doing a free demo, you have to migrate your records. To make things easier, pick a time when your support crew is the least loaded and initiate the migration process.
Hear from our happy 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.
Automated Migration Service
You can ask for a free demo of our migration tool reliability. You’ll see the whole process, get an idea of the service, and check the data that’s moved. Transfer your records now!
Salesforce Service Cloud Import with our Expert Team
Still feeling anxious about doing everything alone? Our specialists are always at standby to assist you. We can offer you a price today!