Migrate from Freshdesk - Zoho Desk Knowledgebase

Migrate Data from Freshdesk (Zwitch)

Thank you for considering Zoho Desk. The Zwitch program is designed to help you - Freshdesk users - experience a seamless transition to Zoho Desk. You can migrate data from Freshdesk to Zoho Desk in just a few quick steps.

Supported Modules
The following are the modules that you can migrate to Zoho Desk.
  • Tickets
  • Comments
  • Attachments
  • Articles
  • Contacts
  • Companies

Note:
  • You cannot migrate custom tabs/modules to Zoho Desk.
  • You can choose to skip modules that are not relevant or required.

Prerequisites
Get Freshdesk Data: You need to export the data from your Freshdesk account in XML format.
To export data to XML files:
  1. Log in to your Freshdesk account as an administrator.
  2. Click on the Admin tab and go to Account.
  3. Click Export Now on the Account Settings page.
A link containing all the data will be sent to your Freshdesk login email address within a couple of minutes.

Scheduling Data Migration
You must schedule the migration of Freshdesk data in your Zoho Desk account.
To schedule the migration:
  1. Click the Setup icon ) in the top bar.
  2. In the Setup Landing page, click Zwitch under Data Administration.



  3. In the Migration Details section, do the following:
    • Migrate From: Select Freshdesk from the drop-down menu.
      Freshdesk URL
      : Enter your company's Freshdesk URL.
      It should look something like this - https://zylker.freshdesk.com/
    • Email & Password: Enter the login credentials of your Freshdesk account.
      Please note that we encrypt your credentials, and they will be used only for the purpose of migrating your data.
    • Full XML Export URL: Enter the XML download URL, you had received from Freshdesk.
      Make sure that the URL is not older than an hour and has not expired.
  4. In the Zoho Desk Credentials section, enter your Zoho Desk email address and password.
  5. In the What to Migrate? section, select the Freshdesk modules whose data will be migrated into Zoho Desk.
    You can select from:
    • Companies
    • Contacts
    • Tickets and
    • Articles
  6. Click Submit.
The system will run a sanity check, and you should receive an email containing an estimated time for completing the migration.

Note:
  • When the migration is complete, an email is sent to the user (Administrator) who initiated the migration.
  • In case you are stuck in any of the steps above, please feel free to contact us at support@zohodesk.com.

Viewing Migration History
The migration history provides a detailed picture of your recently completed migration. It contains information like the modules migrated, records imported under each module, migration start time and the end time.

To view the migration history:

  1. Click the Setup icon  ) in the top bar.
  2. Click Zwitch under the Data Administration menu.
  3. On the New Migration page, click Migration History.


Also Read:    FAQs about Zwitch

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION





                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com


                              



                            



                          Manage your brands on social media

                              Zoho Marketing Automation

                                Zoho Sheet Resources

                                 




                                    Zoho Forms Resources


                                      Secure your business
                                      communication with Zoho Mail


                                      Mail on the move with
                                      Zoho Mail mobile application

                                        Stay on top of your schedule
                                        at all times


                                        Carry your calendar with you
                                        Anytime, anywhere




                                              Zoho Sign Resources

                                                Sign, Paperless!

                                                Sign and send business documents on the go!

                                                Get Started Now


                                                    Zoho SalesIQ Resources



                                                        Zoho TeamInbox Resources



                                                                Zoho DataPrep Resources



                                                                  Zoho DataPrep Demo

                                                                  Get a personalized demo or POC

                                                                  REGISTER NOW


                                                                    Design. Discuss. Deliver.

                                                                    Create visually engaging stories with Zoho Show.

                                                                    Get Started Now










                                                                                          • Related Articles

                                                                                          • Migrate Data From Other Help Desk Servers to Zoho Desk (Zwitch)

                                                                                            Customer support is the cornerstone of every organization. Businesses mostly rely on help desk software that simplifies ticket management, streamlines support processes, and improves overall customer satisfaction. As businesses expand, the ...
                                                                                          • Assisted Data Migration Guide

                                                                                            Whether you’re moving from a cloud-based or on-premise system, you’ll need to find an efficient method of migrating your data to Zoho Desk. Our dedicated migration team can help you migrate your data safely and ensure your help desk operation is up ...
                                                                                          • Importing Data to Zoho Desk

                                                                                            If you've been using a help desk software before Zoho Desk, you must start importing your existing data to Zoho Desk. You can import your support tickets, contacts, customer accounts, knowledge base articles, products, calls, events, and tasks to ...
                                                                                          • FAQs: Working On Tickets

                                                                                            What are Ticket Tabs? Ticket tabs allow you to link tickets to the other standard modules in your help desk. These tabs provide contextual information about a ticket such as ticket activity, pending tasks, supportive files, resolutions and the like. ...
                                                                                          • Exporting Help Desk Data

                                                                                            Zoho Desk allows you to export and take a backup of all your helpdesk data in a few simple steps. The Export Data feature allows you to export data (in CSV format) from individual Zoho Desk modules. After exporting the data, you can further validate ...
                                                                                          Wherever you are is as good as
                                                                                          your workplace

                                                                                            Resources

                                                                                            Videos

                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                            eBooks

                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                            Webinars

                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                            CRM Tips

                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                              Zoho Show Resources