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How to export data from HubSpot Service Hub to Zendesk

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Seamless data migration is possible with Help Desk Migration! Use this guide to move all your records from HubSpot Service Hub to Zendesk with an automated migration tool.

More about Help Desk Migration: https://help-desk-migration.com/?utm_source=slideshare&utm_medium=referral&utm_campaign=zendesk-import-materials&utm_term=hubspot-to-zendesk

Try Free Demo Migration: https://app.help-desk-migration.com/authorization/sign-up?utm_source=slideshare&utm_medium=referral&utm_campaign=zendesk-import-materials&utm_term=hubspot-to-zendesk

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How to export data from HubSpot Service Hub to Zendesk

  1. 1. Help Desk Migration Service HOW TO EXPORT DATA FROM HUBSPOT SERVICE HUB 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
  3. 3. Help Desk Migration Service DATA YOU CAN EXPORT FROM HUBSPOT SERVICE HUB TO ZENDESK
  4. 4. Help Desk Migration Service With our Migration Wizard you can automatically export: › Tickets along with Attachments and Public/Private Notes › Contacts and Agents › Organizations › Custom Fields But you cannot export: › Groups › Inline images › Knowledge base articles › HubSpot Service Hub 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 necessary custom fields in Zendesk of the same type as in HubSpot Service Hub to be able to match them up.
  7. 7. Help Desk Migration Service HOW TO USE MIGRATION WIZARD TO EXPORT DATA
  8. 8. Help Desk Migration Service Link your HubSpot Service Hub account To export data from HubSpot Service Hub, you have to click ‘Continue’. The system will redirect you to HubSpot sign in page where you just have to log in as you usually would. Then go on with your migration. 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 HubSpot Service Hub, 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

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