Data migration doesn't have to be complicated! Here's a step-by-step guide on automated data migration from HappyFox to Zendesk. Check it out to learn how to migrate quickly and securely with our Migration Wizard! Help Desk Migration: https://help-desk-migration.com/?utm_source=slideshare&utm_medium=referral&utm_campaign=zendesk-import-materials&utm_term=happy-fox-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=happy-fox-to-zendesk

1. Help Desk Migration
Service
HOW TO EXPORT
DATA FROM
HAPPYFOX TO
ZENDESK

2. Help Desk Migration
Service
Place your screenshot here
SUMMARY
› What data can be
exported
› Preparing for the
migration
› How to migrate data to
Zendesk
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3. Help Desk Migration
Service
DATA YOU CAN
EXPORT FROM
HAPPYFOX

4. Help Desk Migration
Service
With our Migration Wizard you can automatically
export:
› Tickets along with Attachments, Public/Private Notes,
and Tags
› Customers and Agents
› Groups
› Knowledge base articles
› Custom Fields
But you cannot export:
› Organizations
› Inline Images
› HappyFox settings
› Macros, reports, automation rules
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5. Help Desk Migration
Service
MIGRATION
CHECKLIST
Essential steps you should take before
the migration
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6. Help Desk Migration
Service 6
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 HappyFox to be able to match them up.
If you’re migrating the knowledge base, make sure to
activate Guide in your Zendesk

7. Help Desk Migration
Service
HOW TO USE
MIGRATION
WIZARD TO
EXPORT DATA

8. Help Desk Migration
Service
Link your
HappyFox account
To export data from Happy Fox
you need to provide the URL; API
key and the Auth code of your
company’s account. Input those
values in Migration Wizard.
Then click Continue.
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9. Help Desk Migration
Service
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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10. Help Desk Migration
Service
Choose the records 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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11. Help Desk Migration
Service
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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12. Help Desk Migration
Service
Decide what
your NEXT
STEP IS

13. Help Desk Migration
Service
WHEN YOU’RE READY
If you’re ready to export all data from
HappyFox, 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?

14. Help Desk Migration
Service
Should you have any
questions?
Contact sales