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How to Switch from Zendesk to Jira Service Desk with Help Desk Migration

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Zendesk and Jira Service Desk are great platforms.
But, now that you've decided to start using Jira Service Desk, how do you migrate all the data?

With our tool it all boils down to a few simple steps:
1) Connecting the platforms
2) Choosing what data to migrate
3) Matching up Zendesk and Jira Service Desk ticket fields
4) Testing your migration
5) Migrating all data

Leave us a message in case you have questions or need help: https://help-desk-migration.com/contact-us/

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How to Switch from Zendesk to Jira Service Desk with Help Desk Migration

  1. 1. Help Desk Migration Service ZENDESK TO JIRA SERVICE DESK MIGRATION
  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 Jira Service Desk 2
  3. 3. Help Desk Migration Service DATA YOU CAN EXPORT FROM ZENDESK TO JIRA SERVICE DESK
  4. 4. Help Desk Migration Service Using the Migration Wizard you can automatically migrate: › Tickets along with Attachments › Public Replies › Contacts and Agents › Organizations › Custom fields › Tags 4 But you cannot migrate: › Zendesk settings › Macros, reports, automation rules › Knowledge base articles (our tool does not migrate articles to Confluence) › Private notes (they migrate as public, therefore we skip them)
  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. All must agents exist in Jira Service Desk Agent emails in Zendesk and Jira Service Desk must match Agents must have access to the target project in Jira Service Desk Custom fields must be created in target project of Jira Service Desk To migrate contacts to Jira Service Desk you must have the Public Signup setting enabled. To enable the migration make sure the project you’re importing to is Classic, not Next-gen
  7. 7. Help Desk Migration Service HOW TO USE MIGRATION WIZARD TO EXPORT DATA
  8. 8. Help Desk Migration Service Connect your Zendesk account To export data from Zendesk you need to provide the URL of your instance and input into the Migration Wizard. 8 Click Continue and you will be taken to Zendesk sign-in page. Log in using your credentials and proceed to the next step.
  9. 9. Help Desk Migration Service Connect your Jira Service Desk account Next you need to specify where to import the tickets. Provide the URL, Email (Username) and the API token. Next you need to provide a Project Key and Issue type name. 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 between Zendesk and Jira Service Desk. 10 Once you’re done matching the fields, click Save mapping to save your settings. Click Continue to start the trial migration.
  11. 11. Help Desk Migration Service Test the migration Once you’ve mapped tickets fields, start your Free Demo Migration. The Migration Wizard will export 20 tickets as a JSON file for you to import to Jira Serviсe Desk. Check the quality of the export and see if there are any issues with the data. Follow the instruction to upload the JSON file to Jira Service Desk. 11
  12. 12. Help Desk Migration Service WHEN YOU’RE READY If you’re ready to export all data from Zendesk, 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. 12 Happy with the result?
  13. 13. Help Desk Migration Service Should you have any questions? Contact sales

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