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
What the Zendesk import brings over
The Zendesk data ChaosDesk imports, what stays the same and what you rebuild by hand.
Imported
- Account setup: brands and support addresses, groups, custom roles, ticket fields, user and organization fields, ticket forms with conditions, custom statuses, schedules and holidays, SLA policies.
- People: agents, light agents and admins, end users with their emails and phones, organizations.
- Rules: triggers and their categories, automations, macros and views, shared and personal, with their usage.
- Tickets: every ticket with its comments, attachments, events, CCs, followers, tags, fields, satisfaction ratings and time spent.
- Help centre: categories, sections and articles with their translations.
- Webhooks.
What stays the same
- Ticket numbers: an imported ticket keeps its Zendesk id, so links and references still work.
- Help centre links: imported articles answer on their old Zendesk paths.
- Placeholders and conditions: rules use the same names, so most work unchanged.
What you rebuild by hand
- Rules that use something ChaosDesk can’t map. They come over inactive and are listed in the report.
- Legacy targets: they show as Notify target (legacy, inactive). Replace them with webhooks.
- Zendesk apps and marketplace integrations. Look for ChaosDesk apps, or call the Zendesk-compatible API.
- Answer bots and Flow Builder flows. Rebuild them as answer flows.
- Secrets such as the messaging JWT secret: always create new ones.
Related
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