Introduction

Migrating your customer support data from Help Scout to Richpanel marks a significant move towards streamlining your customer service operations on a more integrated platform. This guide is meticulously designed to assist you in transferring your historical tickets, along with their tags and settings from Help Scout, ensuring a seamless transition without compromising on your support data's integrity. By importing your old tickets into Richpanel, you maintain a comprehensive record of past customer interactions, which is essential for continuity, analysis, and enhancing future customer engagements. Follow the detailed steps below to ensure a smooth migration of your support operations to Richpanel.

Prerequisites

Steps to start the Import

Step 1: Access the Importer Tool in Richpanel

1. Log in to your Richpanel account.
2. Head over to the Settings section, located in the lower left corner of the dashboard.
3. Within Settings, locate and click on the Data Management option.
4. Click on the Import Data section to begin the migration process.

Step 2: Select Helpscout as Your Import Source

1. Within the Import Data section, you will find a list of supported help desks from which data can be imported. Choose Help Scout.
2. Enter your Help Scout account details, including your Help Scout email and API key. These credentials are necessary to establish a secure connection for data transfer.

Step 3: Choose the Data You Wish to Import

1. After successfully connecting your Help Scout account, select the specific types of data you want to migrate. Options typically include:
• Tickets
• Tags
• Settings
2. You have the flexibility to select all data categories or only those that meet your specific needs.

Step 4: Initiate the Data Import Process

1. Once you've selected the desired data categories, click on the Import button to start the migration.
2. Richpanel will now begin importing your selected data from Help Scout. The duration of this process will vary depending on the volume of data being transferred.

Step 5: Monitor the Import Progress

1. The progress of the import can be tracked in the Import Data section, where Richpanel will display the status of the ongoing migration.
2. Upon completion of the import, you will be notified. Ensure to verify that all the intended data has been accurately migrated to your Richpanel account.

Conclusion

• Introduction
• Prerequisites
• Steps to start the Import
• Step 1: Access the Importer Tool in Richpanel
• Step 2: Select Helpscout as Your Import Source
• Step 3: Choose the Data You Wish to Import
• Step 4: Initiate the Data Import Process
• Step 5: Monitor the Import Progress
• Conclusion