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How to export Help Scout data to Freshdesk

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Want to learn how to effortlessly migrate from Help Scout to Freshdesk? Just use an automated migration tool from Help Desk Migration to transfer all your help desk data to a new platform.

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

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

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How to export Help Scout data to Freshdesk

  1. 1. Help Desk Migration Service HOW TO EXPORT HELP SCOUT DATA TO FRESHDESK
  2. 2. Help Desk Migration Service Place your screenshot here PRESENTATION SUMMARY › What data can be exported › Preparing for the migration › How to migrate data to Freshdesk 2
  3. 3. Help Desk Migration Service WHAT YOU CAN EXPORT FROM HELP SCOUT
  4. 4. Help Desk Migration Service With our Migration Wizard you can automatically export: › Tickets along with Attachments, Public/Private Notes, and Tags › Contacts and Agents › Organizations › Knowledge base articles › Custom Fields But you cannot export: › Groups › Inline images › Help Scout 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. Disable Email Notifications, Observer, Scenario, Dispatch’r, and Supervisor Automations in Freshdesk to prevent customers from getting email notifications during the migration; Create all necessary custom fields in Freshdesk of the same type as in Help Scout to be able to match them up.
  7. 7. Help Desk Migration Service HOW TO SETUP AN AUTOMATIC DATA MIGRATION TO FRESHDESK
  8. 8. Help Desk Migration Service Place your screenshot here Go to our website and register your account. 8
  9. 9. Help Desk Migration Service Connect your Help Scout account First, you need to specify where to import the tickets. Provide the number of the Mailbox you want to migrate, along with the Docs API and Docs site ID to export knowledge base*. Then click Continue. *If you don’t want to migrate knowledge base, you still need to provide these credentials. When choosing the records to migrate, simply skip the knowledge base section. 9
  10. 10. Help Desk Migration Service Connect your Freshdesk account Next, you need to specify where to import the tickets. Provide the URL of your Freshdesk instance and the API key. Then click Continue. 10
  11. 11. Help Desk Migration Service Choose the data you need to migrate Check the boxes to select the data you want to export. Click Map Fields to match up ticket fields and statuses of knowledge base articles. Once you’re done matching the fields, click Save mapping to save your settings. Click Continue to start the trial migration. 11
  12. 12. Help Desk Migration Service Test the migration Once you’ve mapped ticket fields, start your Free Demo Migration. This will import 20 tickets to Freshdesk 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. 12
  13. 13. Help Desk Migration Service WHEN YOU’RE READY If you’re ready to export all data from Help Scout 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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