Import Vivantio Data to Salesforce Service Cloud
Moving data into Salesforce Service Cloud can be frustrating for a great number of companies. The full manual migration process is not meant to be made by newbies or people with little understanding of programming or coding. You will probably also to meet the issue of your help desk vendor and their antipathy with helping you abandon their system. Sure, you will be their lost customer. But don’t worry, there’s still a way to transfer your customer records avoiding all the fuss.
Limited Import Choices
Salesforce Service Cloud doesn’t offer clear ways to import data out of your Vivantio to their system.
You would 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 looks like you have a number of migration choices, all of them collectively require manual importation.
No Team of Professionals
You are able to use API, CSV, and other ways to move data to Salesforce Service Cloud. Still, you’re going to have an expert IT team to watch over the import process.
If you don’t have one among your team, you’re going to have to hire one. And then you’ll have to find out if the created script will act exactly as intended.
By Hand Transfer is Riskier
You could save a little money managing the migration by yourself. The chances are slim though.
You might end up losing your records anyways. What is more, you may have to suffer a data regain process and still lose information after the restore level.
Making Data Import Effortless
Transferring data from your Vivantio to Salesforce Service Cloud shouldn’t be complicated. Really, we can make it a breeze. You no longer have to waste time moving things around and wish for the best once the process is set up. Simply imagine the restarts and restorations you’d have to do when you make a mistake on both ends. Spend some time working on what matters most – keeping your customers happy. We’ll deal with the remaining part of the import!
Import from Vivantio to Salesforce Service CloudOur Team - Your Success
Working hard every day, our team has spent a lot of time training and experience and can apply them to managing your data import.
We can handle all kinds of transfers from and to help desk or helpdesk-like platforms.
We can transfer everything, with no limits to Salesforce Service Cloud with our import tool. And we’re providing the next benefits:
Say No To Downtime
Using our methods, we can finish downtimes. We understand that you have to go on with duties at once. Transition times will be so low that they won’t even be noticeable for you or your customers . And then your team can resume their daily tasks of caring for customers.
Try it Out First
A successful importing process should have a testing phase. This assures that the entire process will be successful, or you will be able to see any weaknesses and fix them before setting up the real thing. Our professionals have created a tool that gives you unlimited free demos so that you can assess the process and predict any problems.
No Frills Data Migration to Salesforce
You won’t have to worry about using our tool. It doesn’t require any downloads, applications to set up, or even script to create. Move data to Salesforce Service Cloud effortlessly.
Saving Ticket Integrity
Another problem with data migration is the integrity of tickets. What kind of point do moved tickets have when they are corrupted or have data missing. That’s why we have redular testing before we release our tool. We assure you that you’ll have an easy time transferring your records.
Why You Should Choose Our Migration Services
Data Security and Privacy
Most people are afraid to use import apps for anxiety about data leaks. We understand your needs and we ensure you 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 during the data transition process. You’ll be guided during the migration and we’ll also assure that everything is working as intended.
Data Safety
Our tech team have created tools that won’t change the records anyhow. The transition process will transfer your data from point A to point B with no modifications or missing 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 import, prep work is recommended. Login to Service Cloud and create custom fields and agent profiles. Until now, triggers and automation rules have to be disabled.
Login your Vivantio
It’s high time to go over to your Vivantio and get the security keys and other credentials. You’ll be needing this to link your Vivantio with Salesforce Service Cloud and start the transfer process.
Connecting Salesforce Service Cloud
Then, go back to Salesforce Service Cloud and generate keys and other credentials. You’ll also need these in the migration wizard to finish the linking.
Adjusting Records Structure
You can also set which records you want to be moved and where they should be placed. Or if you have any additional needs for your transition, you can opt for personalization.
Test the Process
Once you’re all set, it’s time for a free trial. The free trial allows you conduct a transition process and review a small portion of data for integrity and correctness. Plus, you can start it as many times as you need.
Importing to Service Cloud
After doing a free test, it’s time to migrate your records. To simplify the process, select a time when your support department is the least busy and start the data transfer process.
Hear from our happy customers
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 demonstration of our import tool reliability. You’ll see the complete process, get a feel of the wizard, and see the data that’s imported. Migrate your data right now!
Salesforce Service Cloud Import with our Professionals
Still feeling anxious about doing things on your own? Our expert team members are always ready to help you out. We can provide you with a price estimation today!