Import Thena Tickets to Salesforce® Service Cloud
Importing your records into Salesforce® Service Cloud can be challenging for most businesses. The entire manual migration process is not rarely possible to be successfully made by the unexperienced or people with little knowledge about programming or coding. You'll likely also to meet the issue of your help desk vendor and their reluctance to help you leave their platform. Sure, you will end up being their lost client. But relax, there’s still a way to transfer your records avoiding stressing out.
Limited Import Choices
Salesforce® Service Cloud doesn’t offer clear strategies for moving records from your Thena into their system.
You will have to use many ways such as CSV for contacts, conversations with excel, as well as other methods for users, knowledge base and even more. While it may seem that sound like you have a number of migration options, all of them collectively depend on manual migration.
No Team of Specialists
You are able to use API, CSV, and other techniques for moving records to Salesforce® Service Cloud. However, you’re going to need a skilled IT personnel to watch over the transition process.
If you don’t have one within your team, you’re going to have to employ one. And then you’ll have to find out if the written script will run exactly as planned.
By Hand Transfer is Unpredictable
You could spare a few bucks doing the import yourself. The chances are slim though.
You might wind up losing your info anyways. What is more, you may have to suffer a data restoration process and still miss a part of information after the restore stage.
Making Data Import Effortless
Transferring data from your Thena to Salesforce® Service Cloud mustn’t be a nightmare. In fact, we can make the process as easy as pie. You no longer have to lose time moving things around and hoping for the best once the process is set up. Just imagine the restarts and restorations you’d have to do if you make a mistake on both ends. Devote some time to what matters most – making your customers satisfied. We will deal with the other parts of the import!
Import from Thena to Salesforce® Service CloudOur Team - Your Success
Working hard daily, our staff has spent years of practicing and expertise and can apply them to controlling your data transition.
We can manage all kinds of migrations from and to help desk or helpdesk-like software.
We can transfer everything, with no limits to Salesforce® Service Cloud with our data transition tool. And we’re presenting the following avantages:
Say No To Downtime
Using our methods, we can finish downtimes. We get that you should continue with daily business as soon as possible. Transition times will turn out to be so low that you won’t even notice it . And then your team can continue doing their activities of caring for customers.
Try it Out First
A successful importing process should have a testing stage. This ensures that the whole process will be successful, and you can see any weaknesses and eliminate them before setting up the real thing. Our specialists have made a tool that gives you unlimited trial runs so that you can overview the process and forecast any errors.
No Frills Data Migration to Salesforce®
You won’t have to worry about using our tool. It doesn’t require any uploads, applications to install, or even code to write. Move data to Salesforce® Service Cloud easily.
Saving Ticket Integrity
Another problem with data transition is the integrity of records. What kind of use do migrated records have when they are corrupted or have data missing. That’s why we have rigorous testing before we use our tool. We assure you that you’ll have an easy time migrating your data.
Why You Should Choose Our Migration Services
Data Security and Privacy
Most people are afraid to use data transition tools for fear of information leaks. We know what your needs in this case are and we make certain that your data will only be used during the import process. Everything will be kept confidential.
Import Assistance
Our team of specialists will always be online to help you out during the transfer . You will be guided during the transition and we’ll also make sure that everything is working as expected.
Data Safety
Our tech team have built tools that won’t modify the information in any way. The import process will move your data from point A to point B with no changes or loss of 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
Migration Preparation
As with any successful migration, preparation is needed. Sign in to your Service Cloud profile and create custom fields and agent profiles. For the moment, triggers and automation rules have to be disabled.
Login your Thena
It’s high time to move to your Thena and find the security keys and credentials. You’ll use this to connect your Thena with Salesforce® Service Cloud and set up the migration process.
Connecting Salesforce® Service Cloud
Then, get back to Salesforce® Service Cloud and get keys and credentials. You’ll also have to provide these in the import wizard to finalize the connection.
Adjusting Records Structure
You can also set which records you need to be transferred and to which fields they belong. Or in case there are extra needs for your import, you can opt for customization.
Test the Process
Once you’re all set, it’s time for a demo run. The free trial lets you do a data importing process and check a small portion of data for integrity and success. Plus, you can set it up as many times as you need.
Importing to Service Cloud
After doing a free test, you need to move your data. To make the process simpler, choose a time when your support department is the least loaded and start the data transfer process.
Hear from our happy 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.
Automated Import Service
You can ask for a trial run of our data transition tool functionality. You’ll see the entire procedure, get an idea of the wizard, and check the data that’s imported. Migrate your data now!
Salesforce® Service Cloud Import with our Professionals
Still feeling anxious about managing everything by yourself? Our professionals are always online to aid you. We can give you a price estimation today!