How do you migrate from Zendesk without losing data?

To migrate from Zendesk without losing data, inventory your tickets, users, organizations, articles, macros, fields and integrations, decide what to move or archive, map fields to the new system, run a test migration and check samples, rebuild key automations, train agents, then cut over with a short overlap period and a full export kept as a backup.

Migration checklist

ItemAction
Tickets and commentsMigrate recent years; archive older
Users and organizationsMap to accounts and contacts
Help center articlesMigrate and fix links
Macros and triggersRebuild, simplify
Custom fieldsMap or retire
IntegrationsReconnect or replace
ReportsRecreate key dashboards

Timeline

Plan 2 to 4 weeks for small teams and longer for complex setups. Keep a full export as backup.

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