Import SysAid Records to Salesforce Service Cloud
Migrating data into Salesforce Service Cloud can be challenging for a great number of businesses. The entire manual import process is not usually made by the unexperienced or people with little understanding of programming and coding. You'll likely also to face the problem of your help desk software provider and their unwillingness to help you leave their system. It’s obvious, you will be their lost client. But relax, there’s still a way to transfer your customer records avoiding stressing out.
Limited Import Choices
Salesforce Service Cloud doesn’t offer clear methods for importing records from your SysAid to their system.
You would have to use various approaches such as CSV for contacts, conversations with excel, as well as other methods for user base, knowledge base and even more. Though it may seem that sound like you have a plethora of import options, all of them collectively depend on manual transfer.
No Team of Experts
You are able to use API, CSV, and other methods to transfer to Salesforce Service Cloud. However, you’re going to have a skilled IT personnel to manage the migration .
If you don’t have one among your employees, you’re going to have to employ a new one. And then you’ll have to check if the written script will run exactly as expected.
By Hand Transition is Unpredictable
You can save a few bucks managing the import yourself. The possibility is small though.
You might finish with losing your info anyways. What is more, you may have to go through a data retrieval process and still miss a part of information after the restore stage.
Making Data Import Simpler
Transferring records from your SysAid to Salesforce Service Cloud mustn’t be stressful. Really, we can make it as easy as pie. You nevermore have to spend time migrating records on and off and wish for the best the moment the process is started. Merely imagine the resets and restorations that would have to take place in case you make an error on both ends. Invest time in what matters most – keeping your customers satisfied. We will handle the remaining part of the transition!
Import from SysAid to Salesforce Service CloudOur Team - Your Win
Working hard on a daily basis, our team has taken a lot of time training and experience and can involve them in handling your data transition.
We can cope with different kinds of transfers from and to help desk or helpdesk-like software.
We can transfer everything, with no restrictions to Salesforce Service Cloud with our data transition tool. And we’re giving the following avantages:
Say No To Downtime
Using our methods, we can bring downtimes to the end. We understand that you should resume daily business at once. Data transfer times will become so short that they won’t even be noticeable for you or your customers . And then your employees can continue doing their daily business of catering to clients.
Try it Out First
A successful importing process should have a trial stage. This ensures that the entire process will be successful, or you can detect any weaknesses and eliminate them before setting up the complete transfer. Our specialists have built a tool that gives you endless free trials so that you can overview the process and anticipate any problems.
No Frills Data Migration to Salesforce
You won’t have to worry about using our tool. It requires no downloads, software to install, or even script to write. Migrate data to Salesforce Service Cloud simply.
Sustaining Ticket Structure
Another problem with data import is the integrity of records. What use do migrated tickets have when they are scrambled or have data lost. That’s why we have rigid serviceability check before we use 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 data transition tools for fear of data leaks. We understand your needs and we assure you that your data will only be used in the import process. All info will be kept confidential.
Import Support
Our team of specialists will always be on standby to help you with the data transition process. You’ll be supported during the transition and we’ll also make certain that everything is going on as expected.
Data Security
Our tech team have made tools that won’t modify the information in any way. The import process will transfer your data from the source to the target with no changes or missing 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 migration, preparation is recommended. Login to Service Cloud and create custom fields and user profiles. For the moment, triggers and automation rules have to be deactivated.
Login your SysAid
It’s high time to go to your SysAid and find the security tokens and credentials. You’ll be needing this to link your SysAid with Salesforce Service Cloud and initiate the import process.
Connecting Salesforce Service Cloud
Then, return to Salesforce Service Cloud and get tokens and credentials. You’ll also need these in the import tool to finalize the linking.
Saving Data Structure
You can also change which data you want to be transferred and to which fields they belong. Or in case there are additional demands for your migration, you can order an personalization.
Test the Process
Once you’re prepared, it’s time for a free trial. The free trial lets you conduct a data importing process and check a small number of data for correspondence and correctness. Additionally, you can perform it as many times as you want.
Importing to Service Cloud
After doing a free demo, you need to move your data. To make the process simpler, choose a time when your support crew is the least engaged and begin the data transfer .
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 Tool
You can ask for a free demo of our data transition tool functionality. You’ll see the complete process, get a feel of the service, and view the records that are imported. Transfer your data today!
Salesforce Service Cloud Import with our Expert Team
Still feeling anxious about doing everything by yourself? Our experts are always ready to help you out. We can give you a price today!