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How to export HubSpot Service Hub data to Freshdesk

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Here’s a detailed guide on how to export data from HubSpot Service Hub to Freshdesk. Learn how to migrate your customer records to a new help desk easily with the help of an automated migration tool.

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

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How to export HubSpot Service Hub data to Freshdesk

  1. 1. Help Desk Migration Service HOW TO EXPORT HUBSPOT SERVICE HUB 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 HUBSPOT SERVICE HUB
  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. 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 HubSpot Service Hub to be able to match them up.
  7. 7. Help Desk Migration Service HOW TO SETUP AN AUTOMATIC DATA MIGRATION
  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 Log into your HubSpot Service Hub account Choose HubSpot Service Hub from the drop down list and click Continue. You will be take to a login page. Sign into your account and authorize Help Desk Migration service. 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. 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 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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