Helpscout to Richpanel Import Guide

Prerequisites

• Active Helpscout account with admin access
• Active Richpanel account with admin access

Step 1: Create Helpscout App

1. Log into your Helpscout account
2. Navigate to Profile → My Apps (https://secure.helpscout.net)
3. Click on the "Create My App" button

4. Fill in the app details:
• App Name: "Richpanel Import"
• Redirection URL: "https://app.richpanel.com"

5. Click "Create"
6. Helpscout will generate two important credentials:
• App ID
• App Secret

⚠️ Important: Save these credentials as you'll need them in later steps.

Step 2: Access Richpanel Importer

1. Log into your Richpanel account (https://app.richpanel.com)
2. Navigate to Settings → Helpdesk Importer (https://app.richpanel.com/settings/data-import)
3. Click the "Import data" button in the top right corner

Step 3: Configure Import Settings

1. In the helpdesk selection screen:
• Choose "Helpscout" from the available options
• Click "Proceed"

2. Enter the required credentials:
• App Name: Your Helpscout domain name (found in Helpscout under Manage → Company (https://secure.helpscout.net/settings/company/))

• App ID: The ID generated in Step 1
• App Secret: The secret generated in Step 1

3. Configure import options:
• Select import type:
• Full Import: To import all historical data
• Custom Date Range: To import data from a specific period
• Choose entities to import:
• Agents and Teams
• Custom Fields and Properties
• Tags
• Saved Replies
• Conversations & messages

Step 4: Start the Import

1. Review your selections
2. Click "Start Import" to begin the process

Important Notes

• The import process duration depends on the amount of data being transferred
• Any changes made in Helpscout after starting the import will not be reflected in Richpanel
• You can enable real-time sync after the import is completed
• The import progress can be monitored from the Helpdesk Importer screen

Troubleshooting

If you encounter any issues:

1. Verify that your App ID and App Secret are entered correctly
2. Ensure your Helpscout account has the necessary permissions
3. Check that your Richpanel account is properly configured to receive imports

For additional support, contact Richpanel's support team through your dashboard.

On this page

• Helpscout to Richpanel Import Guide
• Prerequisites
• Step 1: Create Helpscout App
• Step 2: Access Richpanel Importer
• Step 3: Configure Import Settings
• Step 4: Start the Import
• Important Notes
• Troubleshooting