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How to export data from HelpShift to Zendesk


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In this presentation, we show and explain how easily you can move your records from HelpShift to Zendesk! Just use an automated migration tool and migrate all your data to a new platform.

More about Help Desk Migration:

Try Free Demo Migration:

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How to export data from HelpShift to Zendesk

  2. 2. Help Desk Migration Service Place your screenshot here SUMMARY › What data can be exported › Preparing for the migration › How to migrate data to Zendesk 2
  4. 4. Help Desk Migration Service With our Migration Wizard you can automatically export: › Tickets along with Attachments, Public Notes, and Tags › Contacts and Agents › Custom Fields But you cannot export: › Organizations and Groups › Private Notes › Inline images › Knowledge base articles › HelpShift settings › Macros, reports, automation rules 4
  5. 5. Help Desk Migration Service MIGRATION CHECKLIST Essential steps you should take before the migration 5
  6. 6. Help Desk Migration Service 6 Make sure you have admin privileges on both accounts. Make sure that in Zendesk all agents have Staff accounts. We can’t assign tickets to Light Agents because of limited rights. Create all necessary custom fields in Zendesk. Note that you can export text fields only.
  7. 7. Help Desk Migration Service HOW TO USE MIGRATION WIZARD TO EXPORT DATA
  8. 8. Help Desk Migration Service Link your HelpShift account To export data from HelpShift, provide the URL of your instance as well as your API Token and Ticket ID with its custom metadata*. Input those values in Migration Wizard. Then click Continue. *Note that HelpShift allows migrating only text custom fields. Therefore, this ticket should contain all text fields you want to migrate. You’ll be able to match them up in Migration Wizard. 8
  9. 9. Help Desk Migration Service Log into your Zendesk account Next you need to specify where to import the tickets. Provide the URL of your Zendesk instance and log into your account. Then click Continue. 9
  10. 10. Help Desk Migration Service Choose the information you need to migrate Check the boxes to select the data you want to export. Click Map Fields to match up ticket fields. Once you’re done matching the fields, click Save mapping to save your settings. Click Continue to start the trial migration. 10
  11. 11. Help Desk Migration Service Test the migration Once you’ve mapped ticket fields, start your Free Demo Migration. This will import 20 tickets to Zendesk for you to check the quality of the export and see if there are any issues with the data. You can restart the Demo Migration as many times as you need. 11
  12. 12. Help Desk Migration Service Decide what your NEXT STEP IS
  13. 13. Help Desk Migration Service WHEN YOU’RE READY If you’re ready to export all data from HelpShift, then proceed to the payment. Once the payment is complete, you can start the Full Migration*. *You need to manually initiate the migration in your Help Desk Migration account. HAVE SPECIAL REQUIREMENTS? Is there something that our tool doesn’t offer out-of-the-box? We’d be happy to develop a custom migration to meet your needs. Drop us a line specifying your requirements**. **The cost of the custom work is charged on top of the price of the automatic data migration. 13 Happy with the result?
  14. 14. Help Desk Migration Service Should you have any questions? Contact sales