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How to Migrate Conversations from Help Scout to Help Scout


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As soon as you've decided to migrate conversations between Help Scout accounts, how do you migrate all the data?

With our service it takes you a few simple steps:
1) Connecting the platforms
2) Select the data you want to export
3) Matching up Zendesk and Salesforce ticket fields
4) Testing your migration
5) Migrating all data

Leave us a message in case you have questions or need help:

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How to Migrate Conversations from Help Scout to Help Scout

  2. 2. Help Desk Migration Service Place your screenshot here SUMMARY › What data can be exported › How to prepare › How to migrate 2
  4. 4. Help Desk Migration Service The Migration Wizard allows moving: › Tickets along with Attachments, Public/Private Notes and Comments › Contacts and Agents › Organizations › Custom Fields and Tags › Knowledge base articles 4 However, you can’t migrate: › Inline Images › Help Scout settings › Macros, reports, automation rules
  5. 5. Help Desk Migration Service MIGRATION CHECKLIST Essential steps you need to take before the migration 5
  6. 6. Help Desk Migration Service 6 Make sure you have admin privileges on both accounts. Create agent accounts in the target Help Scout. Note that they must have access to the target mailbox. Create necessary custom fields in target Help Scout. Make sure they are the same type as in source Help Scout. That way you will be able to match them up. If you’re going to migrate Docs, setup a site in the target Help Scout account.
  7. 7. Help Desk Migration Service BYPASSING HELP SCOUT LIMITATIONS
  8. 8. Help Desk Migration Service Help Scout does not allow using the same email within its system. Even for two completely different accounts. To be able to use the same email for agent accounts in the target Help Scout, there’s one simple workaround. 8
  9. 9. Help Desk Migration Service First Temporarily change Agent emails in the source Help Scout system (the one you want to migrate FROM). Old email: => New email: What to do Then Create Agents with correct emails in the target Help Scout system (the system you want to migrate TO). That way, you will be able to continue the migration and our Migration Wizard will be able to match tickets and agents correctly. 9
  10. 10. Help Desk Migration Service SETTING UP YOUR DATA MIGRATION
  11. 11. Help Desk Migration Service Connect your source Help Scout account First, you need to connect the Help Scout for which you want to export data. To do this, you need to provide the following: › Mailbox ID › Docs API* › Docs site ID* Input the values into Migration Wizard and click Continue. 11 *Provide Docs credentials of you’re migrating knowledge base. If not, leave the fields empty.
  12. 12. Help Desk Migration Service Connect your target Help Scout account Next you need to connect the Help Scout account to import data to. You will need all the same credentials. However, there’s a little twist. Read this instruction to learn how to connect the target account. 12
  13. 13. 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, click Save mapping to save your settings. Click Continue to start the trial migration. 13
  14. 14. Help Desk Migration Service Test the migration Once you’ve mapped ticket fields, start your Free Demo Migration. This will import 20 tickets to Help Scout 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. 14
  15. 15. Help Desk Migration Service Decide what your NEXT STEP IS
  16. 16. Help Desk Migration Service WHEN YOU’RE READY If you’re ready to migrate conversations between Help Scout accounts, 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. 16 Happy with the result?
  17. 17. Help Desk Migration Service Should you have any questions? Contact sales