Import Zendesk Records to Salesforce Service Cloud
Migrating data into Salesforce Service Cloud can be frustrating for most people. The full manual import process is not rarely possible to be successfully made by beginners or people with little understanding of programming and coding. You will likely also to meet the problem of your help desk software provider and their reluctance to help you leave their system. After all, you will end up being their lost user. But don’t fret, there’s still a way to migrate your customer records avoiding stress.
Limited Import Choices
Salesforce Service Cloud doesn’t offer clear methods for importing customer info out of your Zendesk into their system.
You would have to use a number of approaches 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 loads of import choices, all of them together depend on manual migration.
No Team of Experts
You can use API, CSV, and other methods to move data to Salesforce Service Cloud. Still, you’re going to need a professional IT team to watch over the transition process.
If you don’t have one among your employees, you’re going to have to find one. And then you’ll have to check if the created code will run exactly as planned.
Manual Transfer is Unsafe
You could save a little money doing the transfer by yourself. The possibility is small though.
You might wind up losing your data anyways. And, you may have to go through a record regain process and still lose records after the restore stage.
Making Data Import Effortless
Transferring data from your Zendesk to Salesforce Service Cloud doesn’t have to be a nightmare. In fact, we can make it a breeze. You no longer have to lose time moving things around and wish for the best the moment the process is begun. Simply imagine the resets and restorations that would have to take place if you make a mistake on both ends. Devote some time to what matters most – making your customers pleased. We’ll deal with the remaining part of the transition!
Import from Zendesk to Salesforce Service CloudOur Team - Your Success
Working hard on a daily basis, our team has spent years of training and experience and can apply them to controlling your data migration.
We can manage all kinds of transfers 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 presenting the next guarantees:
Downtime is a Thing of the Past
With our methods, we can finish downtimes. We understand that you have to go on with activities at once. Transition times will turn out to be so low that they won’t even be noticeable for you or your customers . And then your staff can go on with their daily tasks of catering to clients.
Test it First
A successful migration process should have a testing step. This assures that the whole process will be successful, or you will be able to see any weak points and correct them before starting the complete transfer. Our experts have created a tool that gives you endless trial runs so that you can overview the process and forecast any errors.
No Frills Data Import 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 records to Salesforce Service Cloud easily.
Maintaining Ticket Integrity
Another problem with data import is the integrity of data. What kind of point do transferred tickets have when they are corrupted or have some information missing. That’s why we have redular serviceability check 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 anxiety about data leaks. We understand your needs and we assure you that your information will only be used during the migration process. All info will be kept strictly confidential.
Import Assistance
Our team of specialists will always be online to help you during the transfer process. You’ll be guided throughout the transfer and we’ll also assure that everything is going on as planned.
Information Safety
Our developers have made tools that won’t replace the records anyhow. The migration process will transfer your data from the source to the target without 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
Import Preparation
As with any successful transfer, prep work is needed. Login to Service Cloud and create custom fields and user accounts. For now, triggers and automation rules must be deactivated.
Login your Zendesk
It’s time to go to your Zendesk and copy the security keys and other credentials. You’ll be needing this to link your Zendesk with Salesforce Service Cloud and initiate the migration process.
Linking Salesforce Service Cloud
Then, return to Salesforce Service Cloud and create keys and other credentials. You’ll also need these in the migration tool in order to complete the linking.
Preserving Records Structure
You can also adjust which records you want to be moved and where they should be placed. Or in case of additional needs for your import, 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 do a migration process and review a small portion of records for integrity and correctness. Additionally, you are able to start it as many times as you want.
Importing to Service Cloud
After doing a free test, you have to migrate your records. To make things easier, select a time when your support department is the least loaded and start the migration .
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 Tool
You can request a free demo of our migration tool reliability. You’ll see the entire process, get a feel of the service, and check the data that’s moved. Transfer your records right now!
Salesforce Service Cloud Import with our Professionals
Still feeling anxious about doing everything alone? Our professionals are always online to help you out. We can provide you with a price estimation today!