Transfer TeamSupport Tickets to Salesforce Service Cloud
Importing data into Salesforce Service Cloud can be overwhelming for a great number of businesses. The complete manual migration process is not usually made by beginners or people with little knowledge about programming or coding. You'll likely also to face the problem of your help desk vendor and their antipathy with helping you leave their system. It’s obvious, you will end up being their lost user. But don’t fret, there’s still a way to transfer your data avoiding stressing out.
Limited Import Methods
Salesforce Service Cloud doesn’t offer seamless strategies for moving data from the TeamSupport to their system.
You will have to use various ways 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 lot of import choices, all of them collectively depend on manual transfer.
Absence of Specialists
You can use API, CSV, and other techniques in order to import to Salesforce Service Cloud. Though, you’re going to have a skilled IT staff to watch over the migration .
If you don’t have one within your employees, you’re going to have to employ a new one. And then you’ll have to check if the created script will run exactly as expected.
Manual Import is Riskier
You could save a few dollars managing the import alone. The chances are small though.
You might finish with losing your data anyways. What is more, you may have to suffer a data restoration procedure and still lose information after the restore stage.
Making Data Transfer Easier
Migrating data from your TeamSupport to Salesforce Service Cloud shouldn’t be stressful. Really, we can make the process a piece of cake. You no longer have to spend time migrating records on and off and hoping for the best the moment the process is started. Just imagine the resets and restorations you’d have to do when you make a mistake on both ends. Invest time in what matters most – making your customers pleased. We’ll handle the rest of the transition!
Import from TeamSupport to Salesforce Service CloudOur work - Your Success
Putting efforts into our work daily, our team has taken a lot of time practicing and expertise and can apply them to handling your data migration.
We can take care of 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 giving 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 as soon as possible. Transition times will become so short that you won’t even notice it . And then your crew can continue doing their activities of catering to customers.
Test it First
A successful migration process should have a testing phase. This guarantees that the entire process will be successful, and you will have a chance to see any weaknesses and correct them before setting up the complete transfer. Our specialists have made a tool that enables you set up unlimited free demos so that you can overview the process and anticipate any errors.
No Frills Data Import to Salesforce
Using our service is a seamless experience with no frills. It doesn’t require any downloads, software to install, or even code to make. Move data to Salesforce Service Cloud easily.
Maintaining Ticket Integrity
Another challenge of data transition is the integrity of tickets. What use do migrated records have when they are corrupted or have data lost. That’s why we have reliable testing before we use our tool. We’re guaranteeing that you’ll have a pleasant experience transferring your records.
Why You Should Decide On Our Migration Services
Data Safety and Privacy
Most businesses are afraid to use import services for fear of information leaks. We know what your needs in this case are and we ensure you that your data will only be used in the import process. Everything will be kept confidential.
Migration Assistance
Our team of experts will always be online to help you with the data transition . You will be guided during the transfer and we’ll also ensure that everything is going on as expected.
Information Safety
Our developers have built tools that won’t change the data in any way. The import process will move your data from point A to point B with no 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
Import Preparation
As with any successful import, preparing is recommended. Sign in to your Service Cloud account and create custom fields and agent profiles. For now, triggers and automation rules have to be deactivated.
Login your TeamSupport
It’s time to move to your TeamSupport and get the security tokens and credentials. You’ll use this to connect your TeamSupport with Salesforce Service Cloud and start the import process.
Linking Salesforce Service Cloud
After this, get back to Salesforce Service Cloud and generate tokens and credentials. You’ll also have to provide these in the data transition wizard to complete 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 extra needs for your migration, you can order an customization.
Test the Import
When you’re set, it’s time for a trial run. The free trial enables you conduct a data importing process and examine a small portion of data for correspondence and success. Additionally, you can set it up as many times as you want.
Transferring to Service Cloud
After conducting a free test, it’s time to transfer your data. To make the process simpler, pick a time when your support department is the least engaged and begin 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 Import Tool
You can request a trial run of our import tool serviceability. You’ll see the complete procedure, get an idea of the wizard, and view the records that are imported. Transfer your data now!
Migrate to Salesforce with our Experts
Still feel nervous about managing everything on your own? Our experts are always ready to support you. We can offer you a price estimation today!