SherpaDesk's Data Migration Tool

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 

sign-upStep 2. Connect Your Current PSA Platform

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.


Migrating to Connectwise copy

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.

Start migrating transp

If you have any further questions feel free to hit us up at our sub-reddit (r/sherpadesk), and you can always contact us at: 

SherpaDesk is the definitive helpdesk solution for all your support, project management, and billing issues. 

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Patrick Clements
By Patrick Clements

CEO of SherpaDesk