Transfer Zoho Desk Tickets to Salesforce Service Cloud
Importing data into Salesforce Service Cloud can be challenging for a great number of people. The entire manual import process is not usually made by newbies or people with little knowledge about programming and coding. You'll likely also to meet the challenge of your help desk software provider and their unwillingness to help you leave their platform. After all, you will be their lost client. But relax, there’s still a way to migrate your customer records without all the fuss.
Limited Import Methods
Salesforce Service Cloud doesn’t offer seamless strategies for moving data from your Zoho Desk to their system.
You will have to use various approaches such as CSV for contacts, conversations with excel, as well as other methods for user base, knowledge base and even more. While it may seem that sound like you have loads of transfer alternatives, all of them collectively depend on manual transfer.
Absence of Specialists
You can use API, CSV, and other techniques to move data to Salesforce Service Cloud. However, you’re going to have a professional IT personnel to manage the migration .
If you don’t have one within your team, you’re going to have to employ one. And then you’ll have to examine if the final script will run exactly as expected.
Manual Transition is Riskier
You can save a few bucks managing the transfer yourself. The possibility is small though.
You might finish with losing your records anyways. What is more, you may have to go through a record retrieval procedure and still miss some information after the restore stage.
Making Data Transfer Simpler
Migrating records from your Zoho Desk to Salesforce Service Cloud shouldn’t be stressful. Really, we can make the process as easy as pie. You nevermore have to spend time migrating records on and off and hoping for the best once the process is initiated. Merely imagine the reboots and restorations that would have to take place in case you make a mistake on both ends. Invest time in things that matter most – keeping your customers satisfied. We will handle the remaining part of the migration!
Import from Zoho Desk to Salesforce Service CloudOur work - Your Win
Putting efforts into our work daily, our team has taken a lot of time practicing and experience and can involve them in handling your data import.
We can manage different kinds of transfers from and to help desk or helpdesk-like software.
We move everything, with no restrictions to Salesforce Service Cloud with our import tool. And we’re giving the next guarantees:
Downtime is a Thing of the Past
With our methods, we can bring downtimes to the end. We understand that you should go on with activities at once. Data transfer times will become so short that you won’t even notice it . And then your employees can continue doing their daily business of pampering your clients.
Test it First
A successful migration process should have a trial phase. This ensures that the entire process will be successful, and you can detect any weaknesses and fix them before setting up the real thing. Our specialists have built a tool that enables you set up endless free trials so that you can overview the process and anticipate any mistakes.
No Frills Data Import to Salesforce
Using our service is a seamless experience with no frills. It requires no downloads, software to set up, or even code to write. Migrate data to Salesforce Service Cloud simply.
Preserving Ticket Structure
Another challenge of data transition is the integrity of tickets. What point do transferred tickets have when they are scrambled or have data lost. That’s why we have rigorous serviceability check before we use our tool. We assure you that you’ll have a pleasant experience moving your tickets.
Why You Should Decide On Our Migration Tool
Data Safety and Privacy
Most businesses are scared of using import tools for anxiety about information leaks. We understand your needs and we make sure that your data will only be used within the import process. All info will be kept strictly confidential.
Migration Support
Our team of experts will always be on standby to help you with the data transition . You’ll be supported during the migration and we’ll also make sure that everything is working as expected.
Information Security
Our developers have built tools that won’t change the information anyhow. The migration process will transfer your data from the source to the target with no modifications 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
First thing first
Like with any successful import, preparation is recommended. Sign in to Service Cloud and create custom fields and user profiles. Until now, triggers and automation rules have to be disabled.
Login your Zoho Desk
It’s time to move to your Zoho Desk and get the security tokens and other credentials. You’ll use this to link your Zoho Desk with Salesforce Service Cloud and begin the import process.
Linking Salesforce Service Cloud
After this, get back to Salesforce Service Cloud and generate tokens and other credentials. You’ll also have to provide these in the import tool to finish the connection.
Keeping Data Structure
You can also choose which data you want to be transferred and where they should be placed. Or in case of additional demands for your migration, you can request a customization.
Test the Import
When you’re prepared, it’s time for a free trial. The free trial lets you conduct a migration process and check a small number of data for correspondence and success. Plus, you are able to perform it as many times as you wish.
Transferring to Service Cloud
After conducting a free demo, it’s time to move your records. To make things easier, choose a time when your support crew is the least engaged and finalize the data transfer .
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 Tool
You can request a trial run of our import tool functionality. You’ll see the complete procedure, get a feel of the service, and view the records that are imported. Migrate your records today!
Migrate to Salesforce with our Expert Team
Still feel nervous about managing everything on your own? Our experts are always ready to support you. We can give you a price today!