Here's a seamless way to migrate all your records from Freshdesk to Zendesk. Check out this step-by-step guide to learn how to use an automated migration tool for your data migration!
Help Desk Migration website: https://help-desk-migration.com/?utm_source=slideshare&utm_medium=referral&utm_campaign=zendesk-import-materials&utm_term=freshdesk-to-zendesk
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=freshdesk-to-zendesk
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SUMMARY
› What data can be
exported
› Preparing for the
migration
› How to migrate data to
Zendesk
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4. Help Desk Migration
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With our Migration Wizard you can automatically
export:
› Tickets along with Attachments, Public/Private Notes,
and Tags
› Contacts and Agents
› Organizations and Groups
› Knowledge base articles
› Custom Fields
But you cannot export:
› Inline Images
› Freshdesk settings
› Macros, reports, automation rules
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6. Help Desk Migration
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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 Freshdesk to be able to match them up.
If you’re migrating the knowledge base, make sure to
activate Guide in your Zendesk
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Link your Freshdesk
account
To export data from Freshdesk
provide the URL of your instance
as well as the API key. Input
those values in Migration
Wizard.
Then click Continue.
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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.
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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 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.
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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.
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WHEN YOU’RE READY
If you’re ready to export all data from
Freshdesk, 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.
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Happy with the result?