Laplante management
Data MigrationWhat is data migration?
If you are moving to Zendesk and want to bring over existing customer data, whether at the organization, user, or ticket level, there are a variety of options. In many cases, we can also migrate help center content, custom fields, macros, etc.
You can always bulk import organization and user data via CSV, but tickets can be a bit more complex.
We have 3 options when it comes to data migration from another platform to Zendesk
Self Service, Assisted Self Service, and Full Migration
Self Service
You manage the migration using a 3rd party migration tool (we recommend Help-Desk-Migration) and we are only engaged when necessary
+ You can see the pricing directly on the 3rd party sites (will require a sample upload of ticket data)
– Not the right fit if you don’t feel comfortable working with a 3rd party tool or don’t have time to engage in the process
– Limited flexibility if advanced customization is needed
Assisted Self Service
We handle the migration using a third party tool and work with someone on your team to monitor and ensure completion
+ Minimal time required on your part; we’ll work directly with the vendor to test, verify, and initiate the migration
– Because we’re still using a 3rd party tool, limited flexibility on customization still exists
– Additional cost for the hours we spend
Full Migration
We migrate your data using our own API tools and custom development
+ Maximum flexibility on what can be imported and how
– Typically a similar cost compared to Self Service to create the migration ourselves, but will likely take a longer amount of time due to the customization requred
Considerations for every migration
- All tickets in Zendesk need an assignee to be solved
- This could mean just ensuring we have the right agents created, or it may be that we assign past tickets to a different agent if that ticket’s agent doesn’t work at your company any longer
- It is best to perform the migration prior to launching Zendesk for external communication
- Delta migrations (the process of catching up to the current moment after a larger migration has already taken place) are tricky, and you can expect increased cost and time to completion
- Zendesk ticket statuses may differ from prior ticketing system
- Closed Ticket – IMPORTANT
- Because closed tickets cannot be updated once in Zendesk, if “closed” status carries a different meaning in your prior ticketing system, it may be worth migrating tickets as solved or even some other status
If you have additional questions about data migration, we would love to help.
Testimonial
“Cory and his team did an exceptional job getting our company set up. They got the system tailored exactly to our specific needs and things continue to run as smooth as they could. Don’t hesitate for a minute to reach out to these guys for help.”
Marc Hortsch — Copperhoods