Import TeamworkDesk Records to Salesforce Service Cloud
Migrating your records into Salesforce Service Cloud can be frustrating for a great number of people. The complete manual migration process is not rarely possible to be successfully made by beginners or people with little knowledge about programming or coding. You will likely also to meet the problem of your help desk software provider and their reluctance to help you get out of their platform. After all, you will end up being their lost user. But relax, there’s still a way to transfer your data without all the fuss.
Limited Import Choices
Salesforce Service Cloud doesn’t offer clear methods for importing customer info out of your TeamworkDesk to their system.
You will have to use certain ways such as CSV for contacts, conversations with excel, as well as other means for user base, knowledge base and more. Though it seems like you have loads of import choices, all of them together fall under manual transfer.
No Team of Experts
You can use API, CSV, and other methods for moving records to Salesforce Service Cloud. Still, you’re going to have a professional IT staff to control the transition .
If you don’t have one within your employees, you’re going to have to find one. And then you’ll have to check if the created code will work exactly as expected.
Manual Import is Unsafe
You could spare a little money managing the transfer alone. The chances are slim though.
You might wind up losing your data anyways. Moreover, you may have to suffer a record retrieval process and still lose records after the restore point.
Making Data Import Easier
Transferring data from your TeamworkDesk to Salesforce Service Cloud doesn’t have to be a problem. Really, we can make the process a piece of cake. You no more have to lose time migrating records on and off and hoping for the best the moment the process is begun. Merely imagine the resets and restorations that would have to take place if you make a mistake on both ends. Invest time in what matters most – making your customers pleased. We will handle the rest of the migration!
Import from TeamworkDesk to Salesforce Service CloudOur Team - Your Success
Working hard on a daily basis, our staff has taken a lot of time practicing and expertise and can add them to controlling your data migration.
We can handle all sorts of migrations from and to help desk or helpdesk-like platforms.
We move everything, with no limits to Salesforce Service Cloud with our migration tool. And we’re offering the following guarantees:
Downtime is a Thing of the Past
With our methods, we can finish downtimes. We get that you have to resume activities as soon as possible. Migration times will turn out to be so short that you won’t even notice it . And then your team can go on with their daily business of catering to clients.
Test it First
A successful migration process should have a testing step. This assures that the entire process will be successful, and you will have a chance to notice any weak points and correct them before doing the complete transfer. Our experts have built a tool that gives you endless trial runs so that you can see the process and anticipate any problems.
No Frills Data Import to Salesforce
You won’t have to worry about using our tool. It doesn’t require any uploads, software to install, or even code to make. Transfer records to Salesforce Service Cloud simply.
Preserving Ticket Integrity
Another problem with data import is the integrity of data. What use do transferred records have when they are scattered or have some information lost. That’s why we have reliable testing before we launch our tool. We assure you that you’ll have an easy time transferring your data.
Why You Should Choose Our Migration Services
Data Safety and Privacy
Most people are afraid to use migration apps for fear of information leaks. We know what your needs in this case are and we make certain that your information will only be used in the transfer process. Everything will be kept strictly confidential.
Import Assistance
Our team of specialists will always be online to help you out with the data transition . You will be led throughout the transfer and we’ll also ensure that everything is going on as planned.
Information Safety
Our developers have made tools that won’t replace the records in any way. The migration process will move your data from point A to point B 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
Import Preparation
As with any successful transfer, prep work is recommended. Sign in to your Service Cloud account and create custom fields and agent accounts. For now, triggers and automation rules should be deactivated.
Login your TeamworkDesk
It’s time to go to your TeamworkDesk and copy the security tokens and credentials. You’ll use this to connect your TeamworkDesk with Salesforce Service Cloud and set up the migration process.
Linking Salesforce Service Cloud
Then, return to Salesforce Service Cloud and create tokens and credentials. You’ll also have to provide these in the data transition wizard in order to complete the connection.
Keeping Records Structure
You can also choose which records you need to be moved and to which fields they belong. Or in case of extra requirements for your import, you can order an customization.
Test the Process
Once you’re set, it’s time for a demo run. The free trial allows you conduct a migration process and examine a small amount of records for correspondence and success. Additionally, you are able to perform it as many times as you want.
Importing to Service Cloud
After doing a free test, you have to migrate your data. To make things easier, pick a time when your support team is the least loaded and begin the import process.
Hear from our satisfied 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.
Automatic Import Service
You can request a free demo of our migration tool reliability. You’ll see the complete procedure, get an idea of the wizard, and check the records that are transferred. Transfer your records today!
Salesforce Service Cloud Import with our Experts
Still feeling anxious about doing everything alone? Our specialists are always ready to support you. We can offer you a price estimate today!