Export data from Salesforce Service Cloud to ConnectWise
We understand that the challenge of switching various help desk platforms on and off sometimes can be overwhelming. But you can relax knowing the fact that data migration has never been more powerful and simple than today. And we can deploy a highly effective strategy to transition from Salesforce Service Cloud.
Unprepared Documentation
In Salesforce Service Cloud you can create a CSV file that would comprise all of your information. Nevertheless, the data often runs into non-compliance of format, data scattering or record loss issues.
These are the key factors that most of the businesses are anxious about, apart from the fact that you even can’t predict them.
Dependency on Vendors
The extra reliance on vendors during export usually affects daily duties for an indefinite amount of time.
It’s obvious that your platform’s vendor won’t be very pleased to help somebody who prefers another help desk software over them.
Our team can solve the issue of the absent vendor’s help to make data migration process less tense for your company.
Absence of an experienced IT team
Even after picking the most suitable method for your Salesforce Service Cloud data export, there’s a chance that you won’t be able to find an expert tech team that will complete the data migration the way you need.
This is one of the most common reasons why businesses are having troubles with data transition.
It’s Time to Raise the Bar
The age of data migration and digitalization demands that you should be on the same level with current migration standards. And we will be always there for you at every step of your way to make the process as easy as possible.
Move from Salesforce Service Cloud to ConnectWiseHow We Can Help?
We have been helping companies with their data transition issues for quite a long time now.
And not only us but our clients and many reviewing services consider us as experts in the field.
Be sure - we know what are what concerns you most and how we can resolve this swiftly and painlessly.
Easy to Configure
You can set up everything without any IT knowledge. It all comes down to contacting us and describing your needs. Our developers will assure a smooth data migration from Salesforce Service Cloud.
Precisely Tested
Our migration tool is designed to avert every possibility of missing any of the customer records. We can easily verify and keep the track of the process of the data transfer for you before the full transition. That’s for you to identify and remove the weak places and possible dangers for the approaching transition.
Time-saving
With our guidance, you don’t have to hold on the workflow to monitor each stage of the Salesforce Service Cloud export. You can leave this for our team of professionals while you continue tackling the tasks.
Assisted by Specialists
You can count on our advanced migration assistance and analytical knowledge throughout your data transfer. Our professionals can reply to any kind of questions from the simplest to most tangled ones. All you might need to figure out the Salesforce Service Cloud export process in a comfortable way.
Our Exclusivity: Why You Should Use Our Service?
Data Security First
You can be sure of the safety of your private data and login credentials. We respect data privacy and have strict confidentiality regulations. All information you provide us with is utilized only through the exportation process.
Dedicated Support in Real-time
Our agents are always set to support you during the Salesforce Service Cloud export and guarantee you that the transfer moves on in the way you wish.
Unquestionable Data Integrity
Our migration tool is being checked and updated consistently. Therefore, you can rely on the fact that the record arrangement stays the same after the transfer and there’s no potential for records corruption.
What you can migrate
That the list is generalized and may differ depending on your target platform
Help Desk Objects
Tickets
with replies, notes and attachments
Contact
Companies
Agents
Agents Groups
Knowledge Base Objects
Articles
with images and attachments
Categories
Folders
Simplified Automated Export Process
Preparation work
The first step is preparing your Salesforce Service Cloud records in order to complete the export the way you plan to. Open ConnectWise account and create necessary agent profiles and custom fields there. Our agents will inform you if there’s something else you can do.
Linking your Salesforce Service Cloud account.
The next step is giving login details to your source profile. Therefore, our tool will be able to reach the records you want to be transferred from Salesforce Service Cloud.
Connecting ConnectWise.
Connect ConnectWise in the same way - by granting the ConnectWise access information. Only afterward the service will be able to connect these two platforms and transition the data between them.
Selecting data to export.
Now, the time has come for you to choose exactly what and which way you need to be transferred. In case you want extra customization, you may also demand it from our IT team to make certain that your migration goes as you wish.
Trying Free Demonstration.
We strongly recommend to test out the migration beforehand. Request a Free Trial and start it as many times as you want to detect and minimize any possible errors. It will be possible for you to view and check a particular amount of tickets with this trial.
Finalizing the migration.
As soon as you’re pleased with the results and ready to go to the full data export, you can configure it. But make certain to pick out an off-peak period when the flow of customer requests is the least stressful. Voila, now you’re fully ready for your Salesforce Service Cloud export!
What Does Automated Data Migration Mean?
Just try everything out and you’ll see for yourself - the point of our migration tool is to meet your unique migration needs through efficient and smooth data transfer.
Trust Your Service Cloud Export to the Professionals
Our dedicated team members provide real-time professional support service and help you understand the whole data exporting process completely.