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:
- Log in to your Freshdesk account as an administrator.
- Click on the Admin tab and go to Account.
- 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:
- Click the Setup icon (
) in the top bar.
- In the Setup Landing page, click Zwitch under Data Administration.
- 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.
- Migrate From: Select Freshdesk from the drop-down menu.
- In the Zoho Desk Credentials section, enter your Zoho Desk email address and password.
- 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
- Companies
- 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:
- Click the Setup icon (
- Click Zwitch under the Data Administration menu.
- On the New Migration page, click Migration History.
Also Read: FAQs about Zwitch
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