Transfer TOPdesk Records to Salesforce Service Cloud
Migrating data into Salesforce Service Cloud can be frustrating for a great number of people. The entire manual import process is not usually made by beginners or people with little understanding of programming and coding. You will likely also to face the challenge of your help desk software provider and their unwillingness to help you abandon their platform. It’s obvious, you will end up being their lost client. But relax, there’s still a way to migrate your customer records without stress.
Limited Import Methods
Salesforce Service Cloud doesn’t offer seamless methods for importing customer info out of your TOPdesk to their system.
You would have to use several approaches such as CSV for contacts, conversations with excel, as well as other methods for users, knowledge base and a lot more. Though it seems like you have a lot of transfer alternatives, all of them collectively require manual transfer.
Absence of Experts
You are able to use API, CSV, and other methods to transfer to Salesforce Service Cloud. Still, you’re going to have a professional IT personnel to control the migration process.
If you don’t have one among your employees, you’re going to have to find a new one. And then you’ll have to examine if the final script will act exactly as expected.
By Hand Import is Unsafe
You could save a little money managing the transfer yourself. The possibility is small though.
You might finish with losing your data anyways. And, you may have to go through a data retrieval process and still miss some information after the restore level.
Making Data Transfer Easier
Migrating data from your TOPdesk to Salesforce Service Cloud doesn’t have to be complicated. Really, we can make it as easy as pie. You no more have to spend time moving things around and wish for the best the moment the process is set up. Merely imagine the reboots and restorations that would have to take place in case you make an error on both ends. Invest time in what matters most – making your customers satisfied. We will handle the remaining part of the transfer!
Import from TOPdesk to Salesforce Service CloudOur work - Your Success
Putting efforts into our work on a daily basis, our team has spent a lot of time training and experience and can add them to handling your data migration.
We can cope with all sorts of transfers from and to help desk or helpdesk-like platforms.
We can transfer everything, with no limits to Salesforce Service Cloud with our migration tool. And we’re providing the following guarantees:
Say No To Downtime
Using our methods, we can finish downtimes. We understand that you have to continue with activities at once. Migration times will become so low that they won’t even be noticeable for you or your customers . And then your staff can go on with their daily business of pampering your clients.
Try it Out First
A successful importing process should have a testing step. This assures that the entire process will be successful, or you can notice any weaknesses and correct them before starting the complete transfer. Our experts have built a tool that gives you endless free trials so that you can assess the process and anticipate any errors.
No Frills Data Migration to Salesforce
Using our service is a seamless experience with no frills. It doesn’t require any downloads, applications to install, or even script to write. Transfer data to Salesforce Service Cloud seamlessly.
Sustaining Ticket Integrity
Another challenge of data import is the integrity of data. What kind of use do transferred tickets have when they are scattered or have data missing. That’s why we have rigid serviceability check before we launch our tool. We’re guaranteeing that you’ll have an easy time moving your tickets.
Why You Should Decide On Our Migration Services
Data Security and Privacy
Most businesses are afraid to use migration apps for fear of data leaks. We understand your needs and we make sure that your data will only be used during the migration process. All info will be kept confidential.
Migration Assistance
Our team of experts will always be online to help you during the data transition process. You’ll be led during the transfer and we’ll also make certain that everything is going on as planned.
Data Safety
Our tech team have made tools that won’t replace the records in any way. The migration process will transfer your data from the source to the target with no alterations 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
Migration Preparation
As with any successful transfer, prep work is recommended. Login to Service Cloud and create custom fields and user profiles. For now, triggers and automation rules must be deactivated.
Login your TOPdesk
It’s high time to go to your TOPdesk and copy the security keys and credentials. You’ll be needing this to link your TOPdesk with Salesforce Service Cloud and begin the import process.
Connecting Salesforce Service Cloud
After this, return to Salesforce Service Cloud and create keys and credentials. You’ll also need these in the import tool to complete the linking.
Saving Records Structure
You can also change which records you want to be moved and to which fields they belong. Or in case of additional requirements for your migration, you can opt for personalization.
Test the Import
When you’re set, it’s time for a trial run. The free trial allows you conduct a migration process and check a small amount of data for integrity and correctness. Additionally, you can perform it as many times as you wish.
Transferring to Service Cloud
After conducting a free test, you have to migrate your data. To make things easier, choose a time when your support team is the least engaged and start the migration .
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 Import Tool
You can ask for a free demo of our migration tool reliability. You’ll see the complete process, get a feel of the service, and view the data that’s moved. Transfer your data today!
Migrate to Salesforce with our Experts
Still feel nervous about doing everything alone? Our expert team members are always ready to assist you. We can give you a price estimate today!