Move Tidio Tickets to Salesforce Service Cloud
Importing your records into Salesforce Service Cloud can be challenging for the majority of people. The entire manual migration process is not rarely possible to be successfully made by the unexperienced or people with little knowledge about programming and coding. You will likely also to face the challenge of your help desk software provider and their antipathy with helping you abandon their platform. It’s obvious, you will end up being their lost user. But relax, there’s still a way to transfer your customer records without stressing out.
Limited Import Options
Salesforce Service Cloud doesn’t offer easy strategies for moving records from your Tidio directly into their system.
You would have to use a number of ways such as CSV for contacts, conversations with excel, as well as other means for users, knowledge base and a lot more. Though it seems like you have a lot of transfer options, all of them collectively require manual transfer.
Lack of Specialists
You can use API, CSV, and other techniques in order to import to Salesforce Service Cloud. However, you’re going to require a professional IT personnel to watch over the transition process.
If you don’t have one within your employees, you’re going to have to find a new one. And then you’ll have to examine if the written script will act exactly as expected.
Manual Migration is Unpredictable
You can spare a few bucks conducting the transfer yourself. The chances are little though.
You might wind up losing your info anyways. And, you may have to go through a record retrieval procedure and still miss a part of information after the restore level.
Making Data Migration Seamless
Moving records from your Tidio to Salesforce Service Cloud mustn’t be stressful. Indeed, we can make it as easy as pie. You no longer have to lose time moving things around and hoping for the best the moment the process is begun. Merely imagine the reboots and restorations that would have to take place when you make a mistake on both ends. Invest time in what matters most – making your customers pleased. We will cope with the remaining part of the transfer!
Import from Tidio to Salesforce Service CloudOur Service - Your Win
With hard work daily, our staff has taken many years of training and expertise and can apply them to controlling your data transition.
We can handle a variety of migrations from and to help desk or helpdesk-like software.
We move everything, with no restrictions to Salesforce Service Cloud with our data transition tool. And we’re giving the following guarantees:
Downtime is a Thing of the Past
With our methods, we can bring downtimes to the end. We get that you should resume activities as soon as possible. Transition times will turn out to be so low that you won’t even notice it . And then your staff can go on with their daily business of pampering your clients.
Test it First
A successful migration process should have a trial stage. This ensures that the complete process will be successful, or you can see any possible errors and eliminate them before starting the complete transfer. Our experts have built a tool that enables you set up endless free demos so that you can assess the process and anticipate any problems.
No Frills Data Import to Salesforce
Working with our tool is nothing to worry about. It requires no uploads, software to install, or even script to write. Move records to Salesforce Service Cloud effortlessly.
Maintaining Ticket Structure
Another issue with data transition is the integrity of records. What use do transferred records have when they are corrupted or have some information missing. That’s why we have rigorous serviceability check before we launch our tool. We’re guaranteeing that you’ll have a pleasant experience migrating your records.
Why You Should Use Our Migration Tool
Data Safety and Privacy
Most companies are scared of using data transition tools for fear of data leaks. We know what your needs in this case are and we make certain that your information will only be used throughout the migration process. All info will be kept strictly confidential.
Data Transfer Support
Our team of professionals will always be on standby to help you out with the migration process. You will be guided throughout the transition and we’ll also make sure that everything is going on as planned.
Information Security
Our developers have built tools that won’t modify the information in any way. The migration process will move your data from point A to point B without changes 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 migration, preparation is required. Login to your Service Cloud account and create custom fields and agent accounts. For the moment, triggers and automation rules must be deactivated.
Login your Tidio
It’s time to move to your Tidio and find the security tokens and credentials. You’ll be needing this to connect your Tidio with Salesforce Service Cloud and set up the migration process.
Linking Salesforce Service Cloud
After, get back to Salesforce Service Cloud and get tokens and credentials. You’ll also need these in the import wizard in order to finalize the connection.
Preserving Data Structure
You can also adjust which data you need to be transferred and to which fields they belong. Or in case of extra needs for your import, you can ask an customization.
Test the Migration
As soon as you’re ready, it’s time for a demo migration. The free trial lets you complete a migration process and check a small portion of records for integrity and success. Additionally, you are able to perform it as many times as you wish.
Migrating to Service Cloud
After performing a free demo, you need to move your data. To make things easier, choose a time when your support department is the least loaded and initiate the migration .
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 Migration Service
You can request a trial run of our data transition tool functionality. You’ll see the whole process, get an idea of the wizard, and check the data that’s moved. Transfer your records today!
Move to Salesforce with our Specialists
Still worry about managing everything by yourself? Our experts are always at standby to help you out. We can give you a price estimation today!