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Help Desk Migration
Service
How to move data from
Freshdesk to Re:amaze
Help Desk Migration
Service
Who are we and what we do?
Help Desk Migration is an automated online data
migration service. With us, you can import your customer
service data from one help desk to another easily.
No coding or data migration skills required.
Help Desk Migration
Service
Get Ready!
Before starting your migration, be sure to:
› Create agent profiles in Re:amaze.
› Turn off notifications as Subscribed Channels, Desktop Notifications, Email
Notifications, and Mobile Notifications on Re:amaze.
› Check you have at least one email channel in your Re:amaze account. If
you don’t have any, you can’t complete the Demo Migration.
3
Help Desk Migration
Service
STEP 1.
SET UP YOUR ACCOUNT
Help Desk Migration
Service
Fill out a short form to create an
account on our website.
Click “Sign up” and begin setting
up your migration right away.
5
Help Desk Migration
Service
STEP 2.
CONNECT YOUR FRESHDESK
AND RE:AMAZE ACCOUNTS
Help Desk Migration
Service
Choose Freshdesk and enter the
credentials required – the URL
and API Key.
Click “Continue”.
7
Help Desk Migration
Service
Connect your Re:amaze account –
provide the URL, email and API
token.
Note: to perform the import you
must have admin rights for both
accounts!
Help Desk Migration
Service
STEP 3.
CONFIGURE YOUR MIGRATION
Help Desk Migration
Service
Migration Wizard will check which
records can be pulled from
Freshdesk and show them in a list.
Choose data you want to transfer
to Re:amaze.
You need to match agents and pick
up a default agent for unassigned
or inactive users. Map ticket and
article fields.
For quick customization, choose
pre-built automated options.
10
Help Desk Migration
Service
STEP 4.
RUN THE DEMO MIGRATION AND
CHECK ITS RESULTS
Help Desk Migration
Service
Have you got questions? Drop us a line!
Help Desk Migration provides a Free Demo
so you can see
● how the service works
● how data will settle in the new
environment
● whether you need any
customizations to a default migration
flow
In the Demo, the Wizard imports 20
random records. Review the results and
check all migrated, failed, and skipped
records.
12
Help Desk Migration
Service
STEP 5.
LAUNCH THE FULL DATA
MIGRATION
Help Desk Migration
Service
Your Demo looks great, then get to
starting your Full Data Migration.
Choose the suitable support plan
and proceed to payment.
Once you’re done with payment,
hit the Start button.
Log in occasionally to check the
progress. You will receive the email
notification when it is completed.
Important: Do not change or
delete any records while the
migration is in progress.
14
Help Desk Migration
Service
Get your data
migrated!
Setup free demo migration:
Try it Now

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HOW TO SWITCH FROM FRESHDESK TO RE_AMAZE.pptx

  • 1. Help Desk Migration Service How to move data from Freshdesk to Re:amaze
  • 2. Help Desk Migration Service Who are we and what we do? Help Desk Migration is an automated online data migration service. With us, you can import your customer service data from one help desk to another easily. No coding or data migration skills required.
  • 3. Help Desk Migration Service Get Ready! Before starting your migration, be sure to: › Create agent profiles in Re:amaze. › Turn off notifications as Subscribed Channels, Desktop Notifications, Email Notifications, and Mobile Notifications on Re:amaze. › Check you have at least one email channel in your Re:amaze account. If you don’t have any, you can’t complete the Demo Migration. 3
  • 4. Help Desk Migration Service STEP 1. SET UP YOUR ACCOUNT
  • 5. Help Desk Migration Service Fill out a short form to create an account on our website. Click “Sign up” and begin setting up your migration right away. 5
  • 6. Help Desk Migration Service STEP 2. CONNECT YOUR FRESHDESK AND RE:AMAZE ACCOUNTS
  • 7. Help Desk Migration Service Choose Freshdesk and enter the credentials required – the URL and API Key. Click “Continue”. 7
  • 8. Help Desk Migration Service Connect your Re:amaze account – provide the URL, email and API token. Note: to perform the import you must have admin rights for both accounts!
  • 9. Help Desk Migration Service STEP 3. CONFIGURE YOUR MIGRATION
  • 10. Help Desk Migration Service Migration Wizard will check which records can be pulled from Freshdesk and show them in a list. Choose data you want to transfer to Re:amaze. You need to match agents and pick up a default agent for unassigned or inactive users. Map ticket and article fields. For quick customization, choose pre-built automated options. 10
  • 11. Help Desk Migration Service STEP 4. RUN THE DEMO MIGRATION AND CHECK ITS RESULTS
  • 12. Help Desk Migration Service Have you got questions? Drop us a line! Help Desk Migration provides a Free Demo so you can see ● how the service works ● how data will settle in the new environment ● whether you need any customizations to a default migration flow In the Demo, the Wizard imports 20 random records. Review the results and check all migrated, failed, and skipped records. 12
  • 13. Help Desk Migration Service STEP 5. LAUNCH THE FULL DATA MIGRATION
  • 14. Help Desk Migration Service Your Demo looks great, then get to starting your Full Data Migration. Choose the suitable support plan and proceed to payment. Once you’re done with payment, hit the Start button. Log in occasionally to check the progress. You will receive the email notification when it is completed. Important: Do not change or delete any records while the migration is in progress. 14
  • 15. Help Desk Migration Service Get your data migrated! Setup free demo migration: Try it Now