Want to learn how to effortlessly migrate from Help Scout to Freshdesk? Just use an automated migration tool from Help Desk Migration to transfer all your help desk data to a new platform. More about Help Desk Migration: https://help-desk-migration.com/?utm_source=slideshare&utm_medium=referral&utm_campaign=freshdesk-import-materials&utm_term=help-scout-to-freshdesk Try Free Demo Migration: https://app.help-desk-migration.com/authorization/sign-up?utm_source=slideshare&utm_medium=referral&utm_campaign=freshdesk-import-materials&utm_term=help-scout-to-freshdesk

1. Help Desk Migration
Service
HOW TO EXPORT
HELP SCOUT
DATA TO
FRESHDESK

2. Help Desk Migration
Service
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PRESENTATION SUMMARY
› What data can be exported
› Preparing for the migration
› How to migrate data to
Freshdesk
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3. Help Desk Migration
Service
WHAT YOU CAN
EXPORT FROM
HELP SCOUT

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
› Knowledge base articles
› Custom Fields
But you cannot export:
› Groups
› Inline images
› Help Scout 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.
Disable Email Notifications, Observer, Scenario,
Dispatch’r, and Supervisor Automations in Freshdesk
to prevent customers from getting email notifications
during the migration;
Create all necessary custom fields in Freshdesk of the
same type as in Help Scout to be able to match them
up.

7. Help Desk Migration
Service
HOW TO SETUP AN
AUTOMATIC DATA
MIGRATION
TO FRESHDESK

8. Help Desk Migration
Service
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Go to our
website and
register your
account.
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9. Help Desk Migration
Service
Connect your Help Scout
account
First, you need to specify where to
import the tickets. Provide the
number of the Mailbox you want
to migrate, along with the Docs
API and Docs site ID to export
knowledge base*.
Then click Continue.
*If you don’t want to migrate knowledge base, you still need
to provide these credentials. When choosing the records to
migrate, simply skip the knowledge base section.
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10. Help Desk Migration
Service
Connect your
Freshdesk account
Next, you need to specify where to
import the tickets. Provide the
URL of your Freshdesk instance
and the API key.
Then click Continue.
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11. Help Desk Migration
Service
Choose the data 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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12. Help Desk Migration
Service
Test the migration
Once you’ve mapped ticket fields, start your
Free Demo Migration. This will import 20
tickets to Freshdesk 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
Help Scout 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