By Patrick Clements
We know how important your customer data is to your IT Helpdesk business. Now you can bring your data over with you to SherpaDesk with an easy to use migration tool.
Whether you are migrating from ConnectWise, or any other helpdesk or PSA solution, you can rest easy knowing your data will be available in SherpaDesk. Help Desk Migration services has made this transition smooth and seamless.
Data Migration Made Easy
We've worked hard to make your data migration process as smooth and easy as possible. Follow the instructions below to get started with your data migration and elevate your customer service game ASAP.
How To Setup Your Data Migration
Step 1. Create Your Help-Desk Migration Account
The first step is to create an account with our data migration partners at Help-Desk-Migration.com
Choose your current PSA solution and provide access to your account via a secure form. Nothing on the source platform will be deleted or modified.
Step 3. Connect To Your Destination PSA Platform
Select your new PSA platform (SherpaDesk in this case) and provide your API key (My Profile > Access Tokens > API Access Token).
And choose Organization
Step 4. Select Your Data For Migration
Once both your accounts are connected, simply choose what data to migrate. By using this tool, you can migrate Tickets, Contacts, Agents, Agent Groups, Companies, Replies, Notes, Attachments, and even Knowledge Base articles.
Start Your Data Migration
Your customer data is the lifeblood of your IT helpdesk business. It's how you guarantee continuity of service while giving your team valuable information that helps save time and close more tickets. Now you can guarantee that your team will always have the nimblest PSA helpdesk solution for their needs plus all their legacy customer data. It's like having your cake and eating it too!
Ready to migrate your data? Click on the button below to get started.