In this section (13)
- Moving to ChaosDesk
- Run the Zendesk import
- Parallel run and go-live
- What the Zendesk import brings over
- Import from Freshdesk
- Import from Help Scout
- Import from a spreadsheet
- Keep data in sync until go-live
- Keep your Zendesk scripts working
- Switch the Zendesk widget to the ChaosDesk messenger
- Import from Intercom, Gorgias, Zoho Desk, Front, HubSpot or Jira
- Import from Salesforce, ServiceNow, Zammad, Kayako, LiveAgent or osTicket
- Import a help centre from a website or files
Import from Freshdesk
Move your Freshdesk tickets, contacts, agents, setup and solution articles to ChaosDesk.
This feature is still being built. Some steps or screens may change.
Before you start
You need the API key of an agent with the Account Administrator role in Freshdesk. Freshdesk API keys carry that agent’s permissions, so a lower role can’t read agents, roles, SLA policies and automations.
In Freshdesk, find it under Profile settings, View API key.
Connect
- Open Admin Center, Integrations, Import and pick Freshdesk.
- Enter your Freshdesk domain: the
yourcompany.freshdesk.comaddress, not a custom portal domain. - Enter the API key.
- Optional: Requests per minute. Leave headroom so your team can keep working in Freshdesk during the import.
- Choose Save, then Test connection.
Import
- Choose Estimate volume to see how much there is.
- Run a Dry run and read its report.
- Run the Full import. You can limit it to some streams, or to records changed since a date.
What comes over
Products (as brands), groups, companies (as organizations), agents with their roles and groups, contacts, ticket fields, ticket forms, statuses, SLA policies, canned responses (as macros), tickets with their conversations, and solution categories, folders and articles (as your help centre).
Freshdesk automations are listed to rebuild by hand as triggers, automations or macros.
Next
Keep ChaosDesk in sync while your team works in Freshdesk, then go live. See Keep data in sync until go-live.
Related
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