Want to migrate from Intercom to Zendesk but don't know how? Here's a short guide that shows and explains a process of data migration with an automated migration tool. Check it out!
More about Help Desk Migration: https://help-desk-migration.com/?utm_source=slideshare&utm_medium=referral&utm_campaign=zendesk-import-materials&utm_term=Intercom-to-zendesk
Try 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=Intercom-to-zendesk
2. Help Desk Migration
Service
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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
Service
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
But you cannot export:
› Custom fields
› Inline images
› Intercom settings
› Macros, reports, automation rules
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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 full
permissions. We can’t assign tickets to Light Agents
because of limited rights.
If you’re migrating the knowledge base, make sure to
activate Guide in your Zendesk
8. Help Desk Migration
Service
Link your
Intercom account
To connect your Intercom account
you’ll need your email and
password*.
Fill out the form and click
Continue.
*Leave the form empty and click Continue to migrate Tickets
and related data only.
If you'd like to migrate Knowledge Base along with Tickets,
then fill out the form.
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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 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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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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13. Help Desk Migration
Service
WHEN YOU’RE READY
If you’re ready to export all data from
Intercom, 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?