Moving Your Zendesk To Another Zendesk: Here's How To Make It A Breeze

Well, it appears that you are planning to migrate from one Zendesk setting to another. As it could be the case that one doesn’t work anymore or different teams start merging, a smooth transition is important. Here are steps for smooth Zendesk to Zendesk migration. 


Why Move in the First Place?

Transitioning between different Zendesk setups occurs when the current one is just not fulfilling its role. Perhaps, you require more functionality, improved compatibility with third-party tools, or are trying to begin a new with a less complicated environment.


How to Ensure Success in Your Migration


  • Plan Like a Pro: Determine what data may need to be migrated—tickets, user information, FAQs—along with any other tools and systems that must be integrated into your new infrastructure.


  • Set Up Your New Digs: Define the user roles, permissions, and workflows for your new Zendesk depending on your company’s needs and goals.


  • Get Your Stuff Across: All data can be transferred using Zendesk’s tools or by contacting migration specialists. Always go through the items twice so that you do not leave something behind.


  • Test: To be risk-free, perform a thorough check on your new Zendesk before making it go live.


  • Train Your Crew: Let your support team know about the new structure and be prepared to answer questions and/or concerns.


  • Flip the Switch: Gradually implement your new Zendesk and be ready to address any problems that may arise.


Wrapping It Up

Fortunately, relocating your Zendesk doesn’t have to be a difficult process. By properly strategizing and conducting a trial run, integrating the changes will be more beneficial to your support operation which will, in turn, benefit both the support team and your customers. If you need help in Zendesk to Zendesk migration, contact experts at Helpando.
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